The 6 Best Index Funds for 2024 (and Beyond)
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- Опубликовано: 13 дек 2023
- Here's my list of the top 6 index funds to buy in 2024 and hold forever!
The Book Mentioned in this video: 'Same As Ever' by Morgan Housel - amzn.to/48jtOy2
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Check out the book mentioned in this video - amzn.to/48jtOy2 "Same as Ever" by Morgan Housel - it's a fast and super interesting read. I highly recommend it!
Thank you, Jay! I hold, almost, all of these.. except I have VGT instead of QQQ
Set it and forget it…..makes life easier and makes you wealthy. Well done, Jay. 👍🏻
which is the better option, the fund VGTSX OR ETF VTI since two are from the same fund family?
Nice video! VTI, VUG, VGT, and SCHD are excellent choices of ETFs for any portfolio.
Hi, thank you for this video! What would be the index fund for the bond index under Fidelity?
I believe it’s FXNAX as a mutual fund and FBND as an ETF
Hey Jay, great come back video. The content was spot on. I have all except for QQQ, which I was planning on adding for the new year….Thanks as always 👍🏾
That’s the only one I don’t personally own too. Most of my $$ is in the first 3 mentioned in the vid. 👍
If I plan on using these funds how much percentage of each should I have in my portfolio? I’m new
I been putting 10% of my earnings, sometimes 15% each month into SPY/VOO. For about 3-4 years now. I tend to sometimes buy some crypto, but obviously those are much riskier. Generally speaking most people on RUclips tell you to invest no more than 10% of your earnings, however I read the book, I believe it was called Simple Path to Wealth, in which the author said to work/earn so much you can comofortably put 50% in your investment.
Jay I'm so glad you're back! I have really enjoyed your videos and, being in my 40's, I'm glad that you will be making more episodes geared towards us mid-life folks. I've learned a lot and look forward to more.
I appreciate it!
thoughts on jepq as an index fund? its yeild rate is 7%
JEPQ is fine as an income fund (I actually own a bit of it), but I wouldn't consider it an Index Fund. It writes options contracts against an index in order to produce that 7% yield, but the goal of the ETF isn't to track and provide the returns OF the index like a true index fund would.
@@JayFairbrother sorry I’m a little new I meant jepq as a dividend stock. I have voo also but I don’t know what to prioritize cause with jepq I’ll get monthly dividends which I will then just feed back into so it can grow faster
What’s the difference between the vanguard fund and etf? Also, what’s the allocation between the suggested equities? I’m sure it partially depends on age.
Basically ETF's trade like more freely like a stock would, mutual funds process any buys/sells once a day. Allocation totally depends on your age, your investing goals and how much risk you're willing to take on.
@@JayFairbrother thanks !
Ben Felix has been promoting small cap value as the category for big potential gains over time. Small caps have room to grow. And value means they have income and spend money carefully. I have some AVUV in my M1 portfolio.
can anyone explain the difference between index funds, mutual funds and etf's? I want to invest but there is like 3 different forms of "basket" investments...
Basically ETFs are funds that trade just like a stock would, you can buy & sell any time during the trading day for whatever the current price is. Mutual Funds only process their buys/sells once per day and everyones trade processes at the same price. Mutual funds also typically have a minimum initial investment, where ETFs dont. "Index Fund" just refers to a type of mutual fund or ETF that passively tracks an index (such as the S&P 500), instead of an active fund where a fund manager is in total control buying or selling whatever he/she sees fit in order to try and maximize the funds returns
@@JayFairbrother so basically index is just a list of mutual and etf's and to invest in an index you invest in either a etf or mutual fund and mutual fund you can trade once per day but have a purchase minimum and etf's can trade multiple times a day and has no minimum? I'll look more into this when I finally understand my job's 403 B lol
Great vid. My IRA is this but with Fidelity funds!
Fidelity has great funds too. I always default to talking about Vanguard because they're the ones I own!
@@JayFairbrother Even in 2nd job all funds are in a similar holdings and set to auto rebalance every 6 months. 60/30/10 percentages
Do you have similar recommendations for funds with fidelity?
Fidelity has equivalent funds to all the Vanguard funds I mentioned here, for example their Total Stock Market fund is FSKAX. Just search up the names in fidelity and you'll find all of their versions.
Thanks@@JayFairbrother
@@JayFairbrotherwhich one is good . Fidelity or Vanguard
Investing in index funds can be such a powerful way to build wealth. Great video, Jay!
It's so simple that anyone at any stage in life or financial situation can DCA into it. It truly works and I didn't believe it at first. You see the results 3-10+ years out. Savings accounts in banks ARENT SAVING YOU SQUAT
Hi can i buy this index funds i live in France?
Yes
Nailed it. AVUV at the end was 👌🏻, but I think VT deserves a mention for a buy n hold forever fund. Lot of people are VT and chill.
VT is definitely a buy & hold forever fund. I like having the separate US & International funds which is why I chose those
What about spy sounds like you are from vanguard or something
I wish they were paying me 🤷🏼♂️
Bonds are only a good investment when interest rates or declining. If you think the Fed will be lowering interest rates next year, bonds may be a good investment in preparation for the drop. When interest rates are going up, bonds are a terrible investment, a guaranteed way to lose money.
Index funds are my jam! They really make investing so easy for us n00bs
There aren't any points for added difficulty, easy is the way!
@@JayFairbrother Occam’s razor!
International equities only do well when the US is in a depression, e.g., after the Dot Com crash, which only affected the US. In 2008-09, it was a global depression which hurt everyone. However ,the US was in a better position to recover sooner than the rest of the world because the US was only somewhat Socialist whereas the rest of the world is *very* Socialist and had that albatross around their neck.
So accounting for fees…what’s your total net? You might be surprised. All brokerage companies had to follow suit with Robinhood with no commission trading fees so where are those fees now…? You guessed it…ETF’s. You think there revenue went down after zero commissions nope they went three the roof …how..you guessed it raising all hidden fees in their etf’s products. It’s deep, deep I. The writing and sense nobody reads it…they jacked up the price and pitch these etf’s as the greatest thing to invest in cause it’s safe and it gets you all the best…not really.
the vanguard etfs have an expense ratio of UNDER 0.10%. A literally insignificant amount and the lowest you'll find on any openly traded fund/etf.
Who has at least 500k from Index Funds? Then tell me what Index Fund (s) you have!
What are you even talking about ….
Index funds! But only 6 of them.
U talk a little too much, get to the point faster and beat a little less about the bush
it's so the video gets over 10 mins. they get more revenue that way.
Not really, but ok. Yall clicked on a 10 min video then you complain it takes 10 mins?
Amen!
Omg get to the point.