EPL... Final match day 2024... Manchester City or Arsenal? Kind of tired of Man City and I've forgotten about how annoying Arsenal was back in 2003. I guess I'm going with Man City folding like a cheap tent and the Gunners stealing it. I doubt it will happen but that's my next 2 hours! Kickoff in 15 minutes. Cheers!
I invested 65k into various chips and semiconductor stocks alongside Nvidia in January and literally just 5 months after that same portfolio is up ~$323k!.. I think this tech bull market continues well into 2025
My greatest concern is how to recover from all these economic and global troubles and stay afloat especially with the political power tussle going on in the US.
I think a great way to handle all of the bumps (and I agree with you, there will be plenty of bumps) is to dollar cost average into a well built portfolio of stocks, and ETFs that keep the money in your pocket. Time in the market beats timing the market. You’d best consider financial advisory!
Think you can provide me a recommendation? I recently just inherited a fortune and I’m willing to take the plunge this year but I want my money sensibly deployed in a way that maximizes my returns… I really don’t understand anything about the stock market and what drives them up and down but I am committed to learn it! I aim to be properly diversified among a variety of investments with different levels of risk.
Most of this performance comes from NVDA. Not sure how long this party will go. Historically middle cap outperformed large and small caps, and small outperformed large. It is possible that this time is different but it is often not.
SCHG has a CAGR of 16.7% since 2012 versus 14.2% for S&P 500. Nice. But the max drawdown was 35% versus only 24.7%, so significantly more risk. Much better way to do this is to just own the top two stocks of the S&P 500, weighted according to the index. Zero fees this way. CAGR of 21.9% with only 27.8% max drawdown. Much better return than SCHG, but less risky. Diversification is overrated!
You should create a community for investors like us. Your videos are always very informative. I selling puts on SCHG trying to get in at a lower cost and I will run the wheel to try to extract as much value as possible. I am running the wheel on JEPI and it's been great so far. I am trying to minimize the lag against the SP500 while the market is going vertical, but I need more protection and SCHG feels like a great product to do it.
Refreshing and well balanced video. I enjoy the inclusion of risks and overlaps into the topics in addition to the raw returns of the funds. I also wonder if value stocks can make a come back.
Amazing report.You always do great breakdowns. I wish not to invest in any Lockhead Martin; but most people do not mind. Thank you for your Generous thoughtful insights.
Are individuals still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
Seems like a good ETF that might compliment well with schd. If I got the chance to go talk to my younger self I'd probably just tell him to KISS and buy SPY and QQQ and spend time on a more useful hobby like underwater basket weaving... But on second thought where's the fun in that!
I pair SCHG with SCHD. Only 1% overlap. SCHD pays a little better dividend, but SCHV is better diversified with 500+ holdings compared to the 100+ holdings of SCHD. Kind of a toss-up between those two, I don't think either would be bad. I did a comparison between all the well known growth ETFs a few years back, when starting a new portfolio. I spent a couple of weeks crunching data, making charts, graphs, spreadsheets, etc. SCHG ended up being my overall pick of growth ETFS. I can't even remember who came in second, I've slept since then.
Suddenly it’s effortless to hire people at work compared to the last several years . The market surpasses value metrics ahead of the previous two debacles in 2000 and 2008. Coworker recently quit because “He has a passion for trading “ I don’t lament the 8.5% taxable equivalent yield I’m obtaining from in state AAA munis I picked up below par during the bond crash in late 2023. Going to see that return over the next decade in the market. Demographics , debt, and valuations say no way.
Are individuals still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
SCHG is a different composition and offers broader exposure. VGT is all tech. QQQ is mostly tech/communication so majority of SCHG holdings are unique vs QQQ
If you wanted to beat the SP500, invest in the NASDAQ. The wipes the floor of SP500... and similar to what is stated here is that its heavy tech and biotech. But as with anything, its additional risk... Wall Street is very very good in exploiting any arbitrage.
Use the backtest feature of portfoliovisualizer. Ultimately your savings rate is what will separate your net worth from 99% of the population. Reversion to the mean ALWAYS HAPPENS. A few years back SCHD had a 10 year performance that beat the S&P 500. Then mean reversion whacked it back to reality 😊. Develop your ideal asset allocation and stick to it. Bcos different segments of the market have their decade in the spotlight. Soon small cap value will become the darling again
FSPHX mutual fund 15% annual rate of return since 1981 inception. FMAGX 15% annual rate of return since 1963 inception, no trading, no skills, just buy and hold and laugh.
We don't have the s&p 500 in Australia. We have Vegemite and Kangeroos and other stuff. We have the s and p 200 though. Oh, and I forgot the gum trees. We have lots of those.
EPL... Final match day 2024... Manchester City or Arsenal? Kind of tired of Man City and I've forgotten about how annoying Arsenal was back in 2003. I guess I'm going with Man City folding like a cheap tent and the Gunners stealing it. I doubt it will happen but that's my next 2 hours! Kickoff in 15 minutes. Cheers!
I invested 65k into various chips and semiconductor stocks alongside Nvidia in January and literally just 5 months after that same portfolio is up ~$323k!.. I think this tech bull market continues well into 2025
My greatest concern is how to recover from all these economic and global troubles and stay afloat especially with the political power tussle going on in the US.
I think a great way to handle all of the bumps (and I agree with you, there will be plenty of bumps) is to dollar cost average into a well built portfolio of stocks, and ETFs that keep the money in your pocket. Time in the market beats timing the market. You’d best consider financial advisory!
Think you can provide me a recommendation? I recently just inherited a fortune and I’m willing to take the plunge this year but I want my money sensibly deployed in a way that maximizes my returns… I really don’t understand anything about the stock market and what drives them up and down but I am committed to learn it! I aim to be properly diversified among a variety of investments with different levels of risk.
Most of this performance comes from NVDA. Not sure how long this party will go. Historically middle cap outperformed large and small caps, and small outperformed large. It is possible that this time is different but it is often not.
I buy SCHG weekly. Can’t believe it’s not mentioned more.
SCHG has a CAGR of 16.7% since 2012 versus 14.2% for S&P 500. Nice. But the max drawdown was 35% versus only 24.7%, so significantly more risk. Much better way to do this is to just own the top two stocks of the S&P 500, weighted according to the index. Zero fees this way. CAGR of 21.9% with only 27.8% max drawdown. Much better return than SCHG, but less risky. Diversification is overrated!
Depends on age and goals. I certainly would not put all my eggs in 2 stocks.
Your channel is great man! Just got into investing and this stuff is super helpful.
Great to hear! Good luck.
FCNTX beats all of the above.
Great video!! But I have SCHD + DGRO + QQQM + VTI equally weighted and this covers all bases in my opinion.
Nice mix!
I feel like SCHG is closer to Nasdaq 100 than S&P. Or it sorta splits the difference between the 2.
You could put several in this category I think... Including VUG or the S&P 100 such as OEF.
You should create a community for investors like us. Your videos are always very informative. I selling puts on SCHG trying to get in at a lower cost and I will run the wheel to try to extract as much value as possible. I am running the wheel on JEPI and it's been great so far. I am trying to minimize the lag against the SP500 while the market is going vertical, but I need more protection and SCHG feels like a great product to do it.
Community is in the works!
Refreshing and well balanced video. I enjoy the inclusion of risks and overlaps into the topics in addition to the raw returns of the funds. I also wonder if value stocks can make a come back.
Thanks. Value will cycle back around. Might take some time!
Best financial investing RUclips channel out there!
Thanks Chip!
Great production. Thank you.
Much appreciated!
Can you compare with XLK and see
XLK is tech only. SCHG is broader based. Over the last 10 years XLK has outperformed SCHG.
Amazing report.You always do great breakdowns. I wish not to invest in any Lockhead Martin; but most people do not mind. Thank you for your Generous thoughtful insights.
Much appreciated
Buy ZIVB and you gonna be perfectly fine
Are individuals still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
Searched the name and found her full details
I’ll give it a try with $3000 and see how it goes
I highly recommend Anna Dorris Arthur for the exceptional services, which not only secured my retirement but also advanced my career significantly
Seems like a good ETF that might compliment well with schd. If I got the chance to go talk to my younger self I'd probably just tell him to KISS and buy SPY and QQQ and spend time on a more useful hobby like underwater basket weaving... But on second thought where's the fun in that!
Me too. That would have worked well!
I pair SCHG with SCHD. Only 1% overlap. SCHD pays a little better dividend, but SCHV is better diversified with 500+ holdings compared to the 100+ holdings of SCHD. Kind of a toss-up between those two, I don't think either would be bad. I did a comparison between all the well known growth ETFs a few years back, when starting a new portfolio. I spent a couple of weeks crunching data, making charts, graphs, spreadsheets, etc. SCHG ended up being my overall pick of growth ETFS. I can't even remember who came in second, I've slept since then.
Nice! Thanks for sharing.
Suddenly it’s effortless to hire people at work compared to the last several years . The market surpasses value metrics ahead of the previous two debacles in 2000 and 2008. Coworker recently quit because “He has a passion for trading “ I don’t lament the 8.5% taxable equivalent yield I’m obtaining from in state AAA munis I picked up below par during the bond crash in late 2023. Going to see that return over the next decade in the market. Demographics , debt, and valuations say no way.
I wouldn't say effortless but improving for us. Still hard to find some entry level positions here in Ohio.
Nice job. Any thoughts on taxes huge problem and could get real bad.
Just buy it in a retirement account.
Are individuals still holding crypto coin and stocks? I didn’t know that , I guess a few know about integrating into the micro economy to help substitute FIAT or usdt for a more tangible exchange Experience, it more like capitalization with about 43.307% profits/ ROI weekly though.. Anna Dorris Arthur ,got me covered.
Searched the name and found her full details
Why didn't you compare it to QQQ?🙁 .. And that other one, VG Something!
VGT!!!!!!
@iMixMaSteR1 Yeah! Yeah! That's The Ticket! VGT!
QQQ has a better long term record. That's why I recently choose QQQM over SCHG
@@dakkon74 Agreed on QQQM. Great investment
SCHG is a different composition and offers broader exposure. VGT is all tech. QQQ is mostly tech/communication so majority of SCHG holdings are unique vs QQQ
What I dont like about that stock "SCHG" is no opportunity to sell options on my shares.
If you wanted to beat the SP500, invest in the NASDAQ. The wipes the floor of SP500... and similar to what is stated here is that its heavy tech and biotech. But as with anything, its additional risk... Wall Street is very very good in exploiting any arbitrage.
It certainly has been working.
Why should I buy this ? You better buy SPY and sell far OTM monthly calls for aditional income against it.
Good quality ETF. Buy, hold, ignore, and grow.
What if you just held the two SCHG and SCHD. Maybe a good combination? what do you think?
Use the backtest feature of portfoliovisualizer. Ultimately your savings rate is what will separate your net worth from 99% of the population. Reversion to the mean ALWAYS HAPPENS. A few years back SCHD had a 10 year performance that beat the S&P 500. Then mean reversion whacked it back to reality 😊. Develop your ideal asset allocation and stick to it. Bcos different segments of the market have their decade in the spotlight. Soon small cap value will become the darling again
Could be a good alternative to holding the S&P500 in your portfolio.
Seems like the QQQ's have out performed this fund. Still looks better than SPY.
My Cheerio's are getting soggy. C'mon man.
Jk, love your channel.
Ha! I knew it.
FSPHX mutual fund 15% annual rate of return since 1981 inception. FMAGX 15% annual rate of return since 1963 inception, no trading, no skills, just buy and hold and laugh.
Love it! Keep it simple.
Wanted to know more about this two mutual funds, is the performance from date of inception or avg 5 or 10 years
@@chandrashakerakula5939 15% annual rate of return since inception and also about 15% return every decade but not exact for each decade but close.
Try vug
SCHG beat VUG. Nevertheless VUG gives good exposure to growth stocks
@@Dividendflywheel , it actually did. You are right. Just buy and hold tqqq, on every dip.
We don't have the s&p 500 in Australia. We have Vegemite and Kangeroos and other stuff. We have the s and p 200 though. Oh, and I forgot the gum trees. We have lots of those.
And killer snakes. I picture them everywhere.
Crocs
Don't forget Huntsman, Red backs and other spiders
Heading to church first.
Weird how Google Finance shows that at 37.99% for 1 year.
Was that total return?