DON'T Buy ETFs Until You Check these 4 Steps

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  • Опубликовано: 4 ноя 2024

Комментарии • 68

  • @BobSharpe
    @BobSharpe  4 месяца назад +5

    What ETFs are you excited about?
    The program I use to show charting and research on my ETFs is Seeking Alpha. Grab a discount and get a premium membership (this is what I have in the videos): averagetoamazing.com/go/seekingalpha

    • @SmilingDessert-cs2le
      @SmilingDessert-cs2le 4 месяца назад

      So what should we do if we overlap VTI and VOO or other funds?

  • @armandochavez4398
    @armandochavez4398 4 месяца назад +24

    I’m staying focus with VOO and SCHD

  • @TheDGICrab
    @TheDGICrab 4 месяца назад +6

    I definitely base it off age. High growth when young, higher yield when old. I think you are right with 3 ETFs if you also have individual stocks, and maybe 5-6 if all you have are ETFs.

  • @jasdeepshangari
    @jasdeepshangari 4 месяца назад +4

    I currently have 5 ETFs SPLG, SCHD, SOXQ, QQQM, and XLV (I like healthcare sector too).

  • @cheezygullyside9164
    @cheezygullyside9164 4 месяца назад +9

    Voo and QQQM

  • @graceypatrick
    @graceypatrick 4 месяца назад +2

    I have dgro, Schd, schg, and Schb in my main portfolio. And those are my favorite ETFs

  • @MrLogicGuy
    @MrLogicGuy 4 месяца назад +2

    I invest in only 2
    SCHD
    SCHG
    And about 20 individual stocks

  • @tomrocha
    @tomrocha 4 месяца назад +3

    I like XLK

  • @etfeasy
    @etfeasy 4 месяца назад +1

    VOO all the way and may be little percentage of SH for hedge and BIL for treasury

  • @outdoormatt2177
    @outdoormatt2177 4 месяца назад +1

    Another great video and as you say so many ETFs to choose from, I’m investing in SOXQ, VOO, SCHD im am worried about adding more and spreading my money to thinly. Do you think that’s a problem?

  • @XoKingChaseXo
    @XoKingChaseXo 4 месяца назад +3

    you only need 3 max and maybe even two *SPYG+SHM* then (SCHD) for dividend purposes.

    • @BobSharpe
      @BobSharpe  4 месяца назад

      SPYG has some 💪

  • @Frazmoo90
    @Frazmoo90 4 месяца назад +1

    I picked a 3 core for me. Spy, qqqm, and good ole schd.

  • @zelowatch30
    @zelowatch30 4 месяца назад

    Good video. I had some doubts about ETFs. I do both but food stocks are my favorite for long term gains.

  • @drsonnysell4471
    @drsonnysell4471 4 месяца назад +1

    Thanks Big Bob

  • @jimbow4677
    @jimbow4677 4 месяца назад +2

    MR. Bob Sharpe thank you so much for taking the time to explained and open my eyes on how much money I'm throwing away you are the Man

    • @BobSharpe
      @BobSharpe  4 месяца назад

      In glad this was helpful, thanks for commenting!

  • @mattinterweb
    @mattinterweb 4 месяца назад

    Nice video. Are you not concerned about SCHD's realtive underperformance against SPY the last few years. What might change that?

  • @samsamss3189
    @samsamss3189 4 месяца назад

    This is on my plate VOO VYM VUG and to spice it up, a very light sprinkle of GME AMC RIVN.

  • @mengkham
    @mengkham 2 месяца назад

    TDVI etf is beating the SPY with a distribution yield of 7-8%. Could you review this one?

  • @evroving3431
    @evroving3431 4 месяца назад

    Considering XLK as alternative to VGT and cheaper on expense

  • @adamantonovitch8278
    @adamantonovitch8278 4 месяца назад

    Well, I am Canadian and I do have an ETF that I go with, which pays out monthly dividends it's hdiv. The other one is voo. 13:33

  • @enriquecollazo1442
    @enriquecollazo1442 4 месяца назад +1

    How about IVV?

  • @Gio-zi5lw
    @Gio-zi5lw 4 месяца назад +1

    I have 40%VGT, 40%VTI,10%VNQ,10% VXUS

  • @Tobi4s.Bonifay
    @Tobi4s.Bonifay 4 месяца назад

    I have a big part of MSCI world quality, with a bit of AEX EUR and SLI CHF, what do you think of that kind of portfolio?
    I'm scared of US tech specific etf being deeply in drawdown if NVIDIA is crashing after such a high 🥺

  • @itayyona647
    @itayyona647 4 месяца назад +1

    Is smh good? I’m 23 and have a mutual fund tracking the s&p500 and I put 500+ dollars a month and I want to invest in other things

  • @supercruchynoodle
    @supercruchynoodle 4 месяца назад

    My three main ones are VOO, QQQM, and VXUS (I prefer international stocks hence VXUS maybe it has to do with living in different countries).

    • @Gunieapower33
      @Gunieapower33 4 месяца назад

      Vxus over 5 years is +14% 🗑️

  • @bobpoland6042
    @bobpoland6042 4 месяца назад +1

    I think I will buy some of each 😂 some diversity in my portfolio

  • @FranciscoAfricano
    @FranciscoAfricano 4 месяца назад

    VOO vs VTI? What’s your thought?

  • @punisher6659
    @punisher6659 4 месяца назад +1

    Good video.

  • @cagsd2703
    @cagsd2703 4 месяца назад

    What’s your take on JEPQ?

  • @ronbmor
    @ronbmor 4 месяца назад +1

    Thank you Mr. Bob
    My portfolio: VOO 55%~SCHD 15%~QQQM+VGT 30%
    I probably have to adjust the percentages.

  • @Tayball723
    @Tayball723 4 месяца назад +7

    VOO, QQQM, SCHD and SMH

    • @007NowOnline
      @007NowOnline 4 месяца назад +2

      What percentage of your contributions are going to each?

    • @RamonAcosta191
      @RamonAcosta191 2 месяца назад

      IBIT
      VTI
      VOO
      VUG
      VGT
      SCHD
      SMH
      TAN
      MJ

  • @nightwalker1636
    @nightwalker1636 4 месяца назад

    When you say invest $500 a month, you mean on each ETF or spread across all of them? Im a bit confused

  • @austinehasz3907
    @austinehasz3907 4 месяца назад

    Fund overlap is a little overrated. Qs and VTI biggest overlap, is MSFt at 6.7% Apple at 6.2%Meta2.2% ,google2.2%
    After that does it matter? I love all these stocks ^ if i owned VTI and a few individual stock of MSFT, along with Apple stock. It would take Thousands invested in the Qs to equal that fund over lap. Just be ok with your overlap it won’t kill gains it’s actually enhanced mine !!

  • @jodo7814
    @jodo7814 4 месяца назад

    If vti tracks the entire us market, and 99.6% of voo stock (basically the s&p 500) is in vti, what does that say about the us market as a whole?
    Scary stuff.

  • @KevinBaker-vk6ri
    @KevinBaker-vk6ri 4 месяца назад +1

    SCHG 60 % & SCHD 40 %
    HSA Brokerage all in VTI

  • @ZakiSalem-zh5gr
    @ZakiSalem-zh5gr 4 месяца назад +1

    VGT all the way

  • @Me-into-We
    @Me-into-We 4 месяца назад

    The only etf currently in my portfolio is #BITO. And I do not know my cost on this. In fact, sadly I wasn't even aware of the fees. I thought the fees was a shwab thing. ( which since td ameritrade kicked us all to shwab. I am totally unhappy. To the point I'm thinking of closing the account. )

  • @Felikios
    @Felikios 4 месяца назад

    Where is the link. Not pinned
    I have
    S&p 500 from spdr, invesco nasdaq, vaneck semiconductors
    Based in uk

  • @jamescares9003
    @jamescares9003 4 месяца назад

    Hey Bob, I have SCHG and SPLG, is it overkill to add XLG?

    • @jollama
      @jollama 4 месяца назад +1

      No one understands what you typed

    • @tampham5623
      @tampham5623 4 месяца назад

      @@jollamabe nice

    • @jollama
      @jollama 4 месяца назад +1

      @@tampham5623 Do you? Let’s see your answer then

  • @devious461
    @devious461 4 месяца назад +2

    33% schd, 33% schg 34% sphd

  • @oonminloong9929
    @oonminloong9929 4 месяца назад +1

    more concentrate on qqqm.

  • @nimrod.23
    @nimrod.23 4 месяца назад

    TQQQ the american dream etf

  • @Nonblau
    @Nonblau 4 месяца назад

    I'm saying QQQM & SCHD!!!

  • @Tempest.213
    @Tempest.213 4 месяца назад +5

    FCEF just a terrible ETF. no one would buy into it for 7% dividend and have to pay 3% expense ratio, there are many etf out there pays over 8+% with expense somewhere between 0.35-0.7% expense ratio. and i think you using growth etf compare with an income etf its bad example since those 2 types of etf is not for the same goal.

    • @BobSharpe
      @BobSharpe  4 месяца назад

      Not the same goal but both are active - that’s why I used them. But definitely feel free to stack up the others too, that’s the beautiful of those free tools like portfolio visualizer and ETFRC

  • @blktauna
    @blktauna 4 месяца назад

    Why would someone buy into that youtuber dude's fund? WHY? Expense ratios are huge, so are 12b-1 fees. No load and low fees people!

  • @matthewluong9447
    @matthewluong9447 4 месяца назад

    VOO

  • @GlizzySan
    @GlizzySan 4 месяца назад

    Smh, voo, schd

  • @austinehasz3907
    @austinehasz3907 4 месяца назад

    These boggle heads take fund overlap to another level

  • @kdratio69
    @kdratio69 4 месяца назад

    Xeqt

  • @Atraa
    @Atraa 4 месяца назад +1

    Voo :)