The Best 2 Fund Portfolio Nobody Talks About!

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  • Опубликовано: 10 янв 2025

Комментарии • 18

  • @DavidMartinez-t2r
    @DavidMartinez-t2r 19 дней назад

    Thanks for the data

    • @thinkpassiv
      @thinkpassiv  19 дней назад

      Thank you! I'm happy to hear your feedback!

  • @stantheman2194
    @stantheman2194 Месяц назад +1

    How are these taxed?

    • @thinkpassiv
      @thinkpassiv  Месяц назад +1

      Great question! Taxation can vary depending on the type of income or asset, so it's important to consult with a tax professional for the best guidance. In short, if invested in the tax-free account, there's no taxes deducted. For most other accounts, they can be taxed from %15 to an ordinary income.

  • @shaneomack5018
    @shaneomack5018 Месяц назад +2

    Made some huge shifts in our high div accounts…50% ymax 50% svol..both are doing excellent

    • @thinkpassiv
      @thinkpassiv  Месяц назад +1

      Wow that’s amazing! Maybe, I would analyze and make SVOL plus YMAX soon!

  • @CGAZ66
    @CGAZ66 Месяц назад +3

    MSTY pays well also but monthly

    • @thinkpassiv
      @thinkpassiv  Месяц назад +3

      Yes, #msty has bigger distribution yield but more volatile compared to these two I mentioned ( #qdte & #ymax )

    • @CGAZ66
      @CGAZ66 Месяц назад

      @@thinkpassiv I have QDTE and some Ymax also but overal Msty is outperforming YMAX. YMAX remember is a combination of many and MSTY is just one stock basically so yes MSTY will be more Volatile.

  • @bossballheaddawg2588
    @bossballheaddawg2588 Месяц назад +2

    Thanks

    • @thinkpassiv
      @thinkpassiv  Месяц назад +1

      Welcome! Thank you for your support!

  • @thereporter988
    @thereporter988 Месяц назад +1

    Nav erosion?

    • @roncraft2042
      @roncraft2042 Месяц назад +1

      Not much of a problem for either one. YMAX is the better one for the two.

    • @thinkpassiv
      @thinkpassiv  Месяц назад +1

      Yes, you can't go wrong with either of them. I also like #ymax better if I were to pick one. Here is the video I made comparing the two funds, #qdte vs. #ymax : ruclips.net/video/vaLbByoBGDI/видео.html

    • @thinkpassiv
      @thinkpassiv  Месяц назад +2

      @thereporter988 , it seems like you're curious about nav erosion! Would you like me to explain what it is or share some insights on the topic?

    • @thereporter988
      @thereporter988 Месяц назад

      @thinkpassiv please share some insights on it with these funds. Thanks

  • @michaelabrigo351
    @michaelabrigo351 Месяц назад +2

    YMAX 4500 shares and QDTE 600 🐐🐐🐐 ❤❤❤....ty for ur analysis

    • @thinkpassiv
      @thinkpassiv  Месяц назад +1

      That’s amazing portfolio!