fu academy

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05.02.2023 · 14:15:01 ···
13.04.2023 · 05:53:00 ··· 5 ··· ··· 15 ···
23.05.2024 · 00:03:50 ···
05.02.2023 · 14:15:01 ···
13.04.2023 · 05:53:00 ··· 5 ··· ··· 15 ···

1:: Ideal Index Portfolio - LOW RISK PORTFOLIO?

01.01.1970 · 01:00:00 ··· 05.02.2023 · 14:15:01 ··· ···
··· ··· ··· ··· When you build your own #InvestmentPortfolio it can be immensely useful to have state of the art examples to look at. There are numerous “off the shelf” portfolios that were built by some of the most successful investors like the All-Weather Portfolio by Ray Dalio, for example. This video is part of a new series in which I explore some of the most successful and well-known #PortfolioStrategies using worldwide low-cost ETFs. In this particular video, we will look at the #IdealIndexPortfolio which was designed by #FrankArmstrong - an investment advisor and author of many finance books. We will look at what it is, how you can build it yourself and how it has performed in the past - particularly against an All-Stocks and the 60/40 Portfolio. This video goes above and beyond just numbers and charts, but gives you real-world insights. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 0:54 Ideal Index Portfolio Explained 1:52 First Impression 2:41 How to Build it 4:05 Portfolio Benchmarking 8:11 Caveat: Backtesting Portfolios 9:15 Final Thoughts 📖 SOURCE: https://portfoliocharts.com/portfolios/ 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get even more financial education: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #IdealIndexPortfolioETFs #ETF #ETFs #InvestmentStrategy #ETFPortfolio #ETFStrategy #BestPortfolios #IdealIndexPortfolio2023 #ETFs2023 #PortfolioStrategy #PortfolioCharts

2:: IVV vs. QQQ - Investing in S&P 500 or Nasdaq-100?

01.01.1970 · 01:00:00 ··· 22.01.2023 · 14:15:01 ··· ···
··· ··· ··· ··· The iShares Core S&P 500 ETF (IVV) and the Invesco QQQ ETF (QQQ) are both popular options for investors looking to gain exposure to the US stock market. However, there are some key differences between the two that investors should be aware of before making a decision on which one to invest in. First, let's take a look at the underlying holdings of each ETF. The #IVV tracks the performance of the S&P 500 index, which is made up of the 500 largest publicly traded companies in the US. It’s the most widely used index globally and commonly referred to as “the market”. The QQQ, on the other hand, tracks the performance of the #NASDAQ100 index, which is made up of the 100 largest non-financial companies listed on the #NASDAQ stock exchange. This means that #QQQ has a heavy bias towards technology companies, while IVV is more diversified across multiple sectors. Another important difference is the expense ratio. The expense ratio is the annual fee that the #ETF charges to investors. The IVV has a lower expense ratio of 0.03%, while QQQ has a slightly higher expense ratio of 0.20%. While this may not seem like a big difference, over time it can have a significant impact on the overall return of the investment. In terms of performance, both #ETFs have had strong returns over the past few years. The IVV has returned an average of 13.5% annually over the past 5 years, while QQQ has returned an average of 18% annually over the same period. However, it's important to remember that past performance is not indicative of future results. Broad market or #TechStocks - which one is the better investment? That’s the question that will be answered in this video. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 0:53 Investment Goal 3:33 Costs 4:24 Fund Size 5:04 Composition 6:46 Performance 8:00 Dividends 9:16 Which ETF is better? 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get a daily financial education post: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #Blackrock #Invesco #BestETFs #BestETF #ETFInvesting #ETFforBeginners #BestUSETF #USStockMarket

3:: 4 ETF Portfolios for Beginners in 2023 (SIMPLE STOCK PORTFOLIO CONSTRUCTION)

01.01.1970 · 01:00:00 ··· 08.01.2023 · 14:15:02 ··· ···
··· ··· ··· ··· #ETFs are investment products that track a particular index, such as the S&P 500, or a specific asset class, such as gold or real estate. They are bought and sold on stock exchanges, just like individual stocks, and can be held in a brokerage account or a retirement account, such as a 401(k) or IRA. ETFs offer many benefits for investors. One of the main advantages is that they provide broad diversification, as they typically hold a basket of underlying securities, such as #Stocks or bonds. This can help reduce risk by spreading it across a larger number of assets. ETFs also tend to have low expense ratios, which means that they have lower ongoing fees than some other types of investment vehicles. Additionally, ETFs can be easily bought and sold throughout the trading day, providing investors with flexibility and liquidity. Overall, ETFs can be a convenient and cost-effective way for investors to gain exposure to a specific market or asset class. They can be used as part of a long-term investment strategy or as a tool for tactical asset allocation. There are several things that new investors should consider when building their own ETF equity portfolio: #AssetAllocation - It's important to allocate your assets across different asset classes, such as stocks, bonds, and cash, in a way that aligns with your investment goals and risk tolerance. This can help you diversify your portfolio and manage risk. #Diversification - Consider diversifying your portfolio by holding a mix of different ETFs that track different indexes or asset classes. This can help you spread risk across a larger number of securities and industries. Cost - Look for ETFs with low expense ratios, as these will have lower ongoing fees and may be more cost-effective in the long run. Liquidity - Choose ETFs that are highly liquid, meaning that they have high trading volumes and can be easily bought and sold on the market. Investment objective - Clearly define your investment objective, such as long-term growth or income generation, and choose ETFs that align with this objective. Risk tolerance - Consider your risk tolerance when selecting ETFs. If you are a more risk-averse investor, you may want to choose ETFs that track more conservative indexes or asset classes. Investment horizon - Consider your investment horizon, or the amount of time you plan to hold your investments, when choosing ETFs. If you have a longer-term horizon, you may be more comfortable taking on more risk in exchange for potentially higher returns. The main focus of this video is: Simplicity. This video shows 4 portfolios in which a maximum of 3 ETFs are used to build a well-rounded all-ETF and all-equity global #InvestmentPortfolio. The first portfolio is the World Market Cap Portfolio. This one invests globally and weighs the country exposure by the size of their stock markets. The second portfolio is the Dividend World Portfolio. This one invests in companies that pay out high dividends are usually more stable with higher profits that can support high payouts. The third portfolio is the Green World Portfolio. This one invests in companies with above-average ESG ratings. The fourth and last portfolio is the World GDP Portfolio. This one weighs the country exposure by a country’s share in the global GDP distribution. In this video, I will show you how you can easily build these 4 different #ETF portfolios yourself in a simple and cheap way. I will also give you insights into the composition, costs and the performance of each of them. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 0:48 Why Global Diversification? 1:54 Portfolio No 1: World Market Cap 4:17 Portfolio No 2: Dividend World 6:06 Portfolio No 3: Green World 8:44 Portfolio No 4: World GDP 10:12 Final Thoughts 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get a daily financial education post: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #VTI #VEA #IEMG #ESGV #VSGX #DividendPortfolio #3FundPortfolio #ESGPortfolio #WorldPortfolio

4:: 10 Stocks Smart Money is Buying - Q3 2022 Update

01.01.1970 · 01:00:00 ··· 24.12.2022 · 14:15:02 ··· ···
··· ··· ··· ··· It’s 13F season! In the US, investment funds with at least $100m in assets under management have to disclose their equity holdings and trades every quarter. These reports have to be filed 45 days after each quarter. Many so-called “Smart Money” investors have published their latest quarterly financials including their equity holdings. That’s exciting because it gives us private investors an opportunity to have a look into their stock holdings and their latest trades. Some of these “Smart Money” investors are Bill Ackman’s Pershing Square Capital Management fund, Charlie Munger, Michal Burry’s Scion Asset Management fund and Berkshire, the investment company of Warren Buffett. In this video, we will take a close look at the 10 most held and 10 most bought stocks by "Smart Money" in the last quarter. And at the very end of this video, I will also show you the most sold stock - which will be a big surprise. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 0:45 13F Explained 1:22 Top 10 Most Held Stocks 5:09 Top 10 Most Bought Stocks 10:01 Most Sold Stock 10:47 Final Thoughts 📖 SOURCE: https://www.dataroma.com/m/managers.php 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get even more financial education: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #META #AMZN #GOOGL #MSFT #ADBE #BKNG #TSLA #BAC #AAPL #WFC #13F #CharlieMunger #BillAckman #MichaelBurry #WarenBuffett

5:: Bridgewater Associates Portfolio 2022 Update - How Ray Dalio Invests

01.01.1970 · 01:00:00 ··· 10.12.2022 · 14:45:00 ··· ···
··· ··· ··· ··· #RayDalio is one of the most successful investors of our lifetime. His #Investment advice is followed by millions of investors. #Dalio is the founder of #BridgewaterAssociates - the largest hedge fund in the world. #Bridgewater manages close to 100 billion dollars in assets under management. Bridgewater is a macro #HedgeFund meaning that they try to navigate political or economic events. They have around 1,500 employees working on building the portfolio. This video reveals his portfolio at Bridgewater and breaks down the largest investments one after another. The video gives you background on each of his larger investments. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 1:02 Investment No 1: PG 2:26 Investment No 2: JNJ 3:43 Investment No 3: PEP 4:42 Investment No 4: KO 5:45 Investment No 5: IEMG 7:06 Investment No 6: IVV 8:20 Position 7-15 10:07 Rest of Portfolio 📖 SOURCE: https://hedgefollow.com/funds/Bridgewater+Associates 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get even more financial education: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #PF #JNJ #PEP #KO #IEMG #IVV #COST #WMT #SPY

6:: 5 Most Common ETF Mistakes - INVESTING MISTAKES TO AVOID IN 2022

01.01.1970 · 01:00:00 ··· 26.11.2022 · 14:15:02 ··· ···
··· ··· ··· ··· If you want to build a #Diversified, #Passive and low cost portfolio, then there is no way around #ETFs. They are one of the simplest and most convenient investment products for beginners and long-term #Investors. #ETF stands for exchange traded fund and it makes more sense if you read it backwards: It’s a fund that is traded on a stock exchange. The first ETF, the S&P 500 Trust ETF, was launched in 1993 by State Street. And since then, ETFs have become incredibly popular. According to Statista, over 1,300 new ETFs were launched in 2021 alone - so there is plenty of choice for private investors. One common ETF mistake is home country bias. It means that investors heavily overweight stocks from their own country over those from other countries. What investors end up with is a huge concentration risk towards 1 country - which is dangerous from a diversification standpoint. This example shows how easy it is to lose money with ETF investing. However, in order to have long-term success with ETFs, you should avoid simple mistakes - and it’s so easy to avoid them! That’s why in this video, we will look at the 5 most common ETF mistakes and how to avoid them. ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 0:42 Mistake No 1: Too Obsessed with Costs 2:09 Mistake No 2: Tracking Difference 3:36 Mistake No 3: Home Country Bias 5:02 Mistake No 4: Active Investing 8:17 Mistake No 5: Diversification Illusion 9:35 Final Thoughts 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get a daily financial education post: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #ETF2022 #ETFTrends #AssetAllocation #ChinaETF #EmergingMarkets #ETFPortfolio #ARKK #ActiveETFs #FactorETFs #TrackingDifference

7:: Permanent Portfolio - NO BRAINER PORTFOLIO TO HOLD FOREVER?

01.01.1970 · 01:00:00 ··· 12.11.2022 · 14:15:02 ··· ···
··· ··· ··· ··· When you build your own #InvestmentPortfolio it can be immensely useful to have state of the art examples to look at. There are numerous “off the shelf” portfolios that were built by some of the most successful investors like the All-Weather Portfolio by Ray Dalio, for example. This video is part of a new series in which I explore some of the most successful and well-known #PortfolioStrategies using worldwide low-cost ETFs. In this particular video, we will look at the #PermanentPortfolio which was designed in 1982 by #HarryBrowne - an investment advisor and author of many finance books.. We will look at what it is, how you can build it yourself and how it has performed in the past - particularly against an All-Stocks and the 60/40 Portfolio. This video goes above and beyond just numbers and charts, but gives you real-world insights. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 0:54 Permanent Portfolio Explained 1:49 First Impression 2:35 How to Build it 4:37 Portfolio Benchmarking 9:05 Caveat: Backtesting Portfolios 10:13 Final Thoughts 📖 SOURCE: https://portfoliocharts.com/portfolios/ 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get even more financial education: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #PermanentPortfolioETFs #ETF #ETFs #InvestmentStrategy #ETFPortfolio #ETFStrategy #BestPortfolios #PermanentPortfolio2022 #ETFs2022 #PortfolioStrategy #PortfolioCharts

8:: Japan's Lost Decades - 30 Years of NETATIVE Returns (COULD THE SAME HAPPEN IN THE US?)

01.01.1970 · 01:00:00 ··· 29.10.2022 · 13:15:01 ··· ···
··· ··· ··· ··· Most investors believe that stocks will keep going up in the long-term. The S&P 500, for example, measures the performance of the US stock market and it has never failed to bounce back after a dip. The #StockMarket may decline by 30% or more in any given year. But historically, there has never been a 20-year period of negative real returns in the history of the US stock market. This means that even if you were exceptionally unlucky in timing your entry into the market, you still made money after 20 years. The main question is whether investors are patient enough to wait out a #MarketCrash. But then, there is the “odd” case of #Japan where the #NIKKEI225 which is the main #JapaneseStockMarket index, peaked in #1989 and still hasn’t recovered even after more than 30 years. Now the question is: Could the same thing happen in the US as well? And if so, how could you protect yourself from it? That’s what we will look at in this video. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 1:14 1950-1985: Isolation 2:49 1985-1990: Deregulation & Bubble 3:42 1990-Today: Lost Decades 4:55 How Japan Got There 7:21 Could the same happen in the US? 7:59 NIKKEI 225 since 1990 8:58 NIKKEI 225 since 1990 with DCA 9:58 How To Protect Yourself 10:55 Final Thoughts 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get a daily financial education post: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #PlazaAccord #NIKKEICrash #Crash1989 #NIKKEICrash1989 #JapanNIKKEICrash #JapaneseStocks #JapanETFs #JapanETF #NIKKEI

9:: 4 Best Charles Schwab ETFs (Index Funds) in 2022

01.01.1970 · 01:00:00 ··· 22.10.2022 · 13:15:05 ··· ···
··· ··· ··· ··· #ETFs have become so popular that the money invested in ETFs has gone up by 3,000% since 2003. According to Statista, the number of ETFs in 2022 reached 8,552 globally. That makes picking the right #ETF difficult - particularly for beginners. One of the questions that come up first is: Which one is the best ETF to buy? There isn’t that one perfect ETF that fits everyone’s needs. However, a good place to start with is looking at ETF providers. As of 2022, the fifth largest ETF provider globally is Charles Schwab. According to etf.com, #CharlesSchwab currently has 29 ETFs and a total of $221bn in assets under management. Therefore, picking an ETF from the ETF giant Charles #Schwab is an excellent starting point. When you select an ETF for your investment portfolio, there are some key characteristics of an ETF that you should be looking at, such as the objective of an ETF, the total expense ratio (also known as ongoing charges figure), the fund size, the number of companies an ETF invests in, the weight of the top 10 holdings, the number of countries the fund invests in and how an ETF treats dividends. The total expense ratio measures the ETF provider’s total cost of running a fund. Total costs may include fees like management fees, trading fees, legal fees and auditor fees. The total expense ratio is calculated by dividing the total annual cost by the fund's total assets averaged over that year. A large fund size of an ETF is important because it shows you how liquid a fund is - so if there are a lot of people that trade that ETF. If an ETF has a small fund size, then it’s less liquid - so that not a lot of people are trading this ETF on a daily basis. If you want to sell a less liquid ETF, you could run into a situation where there won’t be a lot of investors that want to buy that ETF from you - which could bring down your selling price massively. The number of companies or countries an ETF invests in indicates how diversified an ETF is. But what are the best #CharlesSchwabETFs and index funds in 2022? Which ETF is the best to track the total US stock market performance? How can you build a globally diversified ETF portfolio that invests in both, developed markets and emerging markets? What ETF can potentially protect you from #Stagflation and which one is the best #DividendETF that Charles Schwab has to offer? These are the questions that will be answered in this video. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 0:50 ETF No 1: SCHB 2:38 Why Global Investing? 3:07 ETF No 2: SCHF 5:07 Why RE Investing? 6:10 ETF No 3: SCHH 8:00 Why Dividend Investing? 8:25 ETF No 4: SCHD 10:11 Final Thoughts 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get a daily financial education post: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #SCHB #SCHF #SCHH #SCHD #CharlesSchwabETF #ETF2022 #REITs #ETFs2022

10:: 4 Biggest Flaws of ETFs (WHEN ETFS OR INDEX FUNDS ARE NOT RIGHT FOR YOU)

01.01.1970 · 01:00:00 ··· 08.10.2022 · 13:15:04 ··· ···
··· ··· ··· ··· If you want to build a #Diversified and #Passive low-cost portfolio, then #ETFs are the right investment vehicle for you. They are one of the simplest and most convenient investment products for beginners and long-term investors. These are the reasons why ETFs have become so popular. According to Statista, over 1,300 new ETFs were launched in 2021 alone. They are a great way to invest into the stock market in a simple and cheap way. But of course, no investment is perfect. And ETFs have their downsides too. That’s why in this video, we will look at the 4 biggest flaws of ETFs that you should be aware of. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 0:45 Flaw No. 1: Volatility 2:44 Flaw No. 2: Active ETFs 4:41 Flaw No. 3: Liquidity Risk 5:54 Flaw No. 4: Costs 8:46 Final Thoughts 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get a daily financial education post: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #ARKInvest #ARKK #ARK #SmartBetaETF #ActiveETFs #FactorETFs #ETFCosts #ETFMistakes #ETFRisks#AreETFsBad#ETF #ETFs2022

11:: 🔥ETFs That Are Too Hot For Your Portfolio - 2022 Update

01.01.1970 · 01:00:00 ··· 01.10.2022 · 13:15:03 ··· ···
··· ··· ··· ··· If you want to build a diversified, passive and low cost investment portfolio, then there is no way around ETFs. They are one of the simplest and most convenient investment products for beginners and long-term investors. #ETF stands for exchange traded #Fund and it makes more sense if you read it backwards: It’s a fund that is traded on a stock exchange. The first ETF, the S&P 500 Trust ETF, was launched in 1993 by State Street. And since then, #ETFs have become incredibly popular. The money invested in ETFs has gone up by 3,000% since 2003. According to Statista, there are 8,552 ETFs globally as of 2021. And amongst those, you will find ETFs that are incredibly dangerous and some that don’t even deserve the name ETF. The latest trend in the ETF space is investing in active ETFs like the #ARK Innovation ETF, ticker symbol ARKK. However, the name “ETF” is a misleading here, because active funds like Cathie Wood’s ARK ETFs don’t passively track an index anymore, but actively pick companies - just like an actively managed mutual fund. The label “ETF” is often just used by those funds to participate in the ETF boom of the last few years. That one example just shows how dangerous some ETFs can be. But #ActiveETFs aren’t even the most dangerous ETF type out there. In this video, we will look at the most dangerous types of ETFs that could be too hot for your portfolio. We will start with the least risky ETFs and work our way up to the most risky ETFs that you should stay away from. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 0:53 Global ETF 1:40 Dividend ETF 2:57 Factor ETF 4:11 Country ETF 5:27 Sector ETF 6:41 Active “ETF” 9:03 Short / Leveraged ETF 10:08 Final Thoughts 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get a daily financial education post: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #EmergingMarkets #EmergingMarketETFs #MomentumETFs #ARKK #DividendETFs #SmartBetaETFs #LeveragedETFs #FactorETFs #SectorETFs #ShortETFs

12:: VOO vs. IVV vs. SPY - Which one is the Best S&P 500 ETF (VANGUARD, BLACKROCK or STATE STREET)

01.01.1970 · 01:00:00 ··· 24.09.2022 · 13:15:03 ··· ···
··· ··· ··· ··· According to Bessembinder’s study, 50% of the US #StockMarket wealth creation had come from a mere 0.33% of the listed companies since 1926. That’s what makes stock picking so difficult and unsuccessful - for beginners as well as investment professionals. An easy way to avoid investing into the 99.67% “losers” is to invest in the entire stock market. A good starting point is to invest in an S&P 500 ETF. The S&P 500 is commonly referred to as “the market”. Three of the most popular S&P 500 #ETFs out there are Vanguard’s S&P 500 ETF, ticker symbol VOO, Blackrock’s iShares Core S&P 500 ETF, ticker symbol IVV and State Street’s SPDR S&P 500 ETF, ticker symbol SPY. But what are the differences between these three and which one should you go for? These are the questions that will be answered in this video. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 1:03 Fund Provider 3:06 Investment Goal 4:29 Costs 5:42 Fund Size 6:26 Performance + Tracking Difference 9:08 Final Thoughts 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get a daily financial education post: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #ETF #Vanguard #Blackrock #StateStreet #SPDR #VOO #IVV #SPY #BestETFs #BestETF #ETFInvesting #ETFforBeginners #BestUSETF

13:: All-Weather Portfolio - PERFECT PORTFOLIO FOR ALL MARKET CONDITIONS?

01.01.1970 · 01:00:00 ··· 17.09.2022 · 13:15:02 ··· ···
··· ··· ··· ··· When you build your own investment portfolio, it can be immensely useful to have state of the art examples to look at. There are numerous “off the shelf” portfolios that were built by some of the most successful investors like the #AllWeather Portfolio by #RayDalio for example. This video is part of a new series in which I explore some of the most successful and well-known #PortfolioStrategies using worldwide low-cost ETFs. In this particular video, we will look at exactly that #AllWeatherPortfolio which was designed by #Dalio who is the founder of #BridgewaterAssociates - the largest hedge fund in the world. We will look at what it is, how you can build it yourself and how it has performed in the past - particularly against an All-Stocks and the 60/40 Portfolio. This video goes beyond just numbers and charts, but gives you real-world insights. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 0:53 All-Weather Portfolio Explained 1:54 First Impression 2:41 How to Build it 4:17 Portfolio Benchmarking 8:21 Caveat: Backtesting Portfolios 9:23 Final Thoughts 📖 SOURCE: https://portfoliocharts.com/portfolios/ 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get even more financial education: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #AWP #AllWeatherPortfolioETFs #InvestmentStrategy #ETFPortfolio #ETFStrategy #BestPortfolios #AWP2022 #ETFs2022 #PortfolioStrategy

14:: 10 Stocks Smart Money is Buying - Q3 2022 Update

01.01.1970 · 01:00:00 ··· 10.09.2022 · 13:15:00 ··· ···
··· ··· ··· ··· It’s 13F season! In the US, investment funds with at least $100m in assets under management have to disclose their equity holdings and trades every quarter. These reports have to be filed 45 days after each quarter. Many so-called “Smart Money” investors have published their latest quarterly financials including their equity holdings. That’s exciting because it gives us private investors an opportunity to have a look into their stock holdings and their latest trades. Some of these “Smart Money” investors are Bill Ackman’s Pershing Square Capital Management fund, Charlie Munger, Michal Burry’s Scion Asset Management fund and Berkshire, the investment company of Warren Buffett. In this video, we will take a close look at the 10 most held and 10 most bought stocks by "Smart Money" in the last quarter. And at the very end of this video, I will also show you the most sold stock - which will be a big surprise. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 0:44 13F Explained 1:25 Top 10 Most Held Stocks 5:02 Top 10 Most Bought Stocks 9:29 Most Sold Stock 9:56 Final Thoughts 📖 SOURCE: https://www.dataroma.com/m/managers.php 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get even more financial education: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #META #AMZN #GOOGL #MSFT #ADBE #BKNG #TSLA #BAC #AAPL #WFC #13F #CharlieMunger #BillAckman #MichaelBurry #WarenBuffett

15:: Breakdown of Li Lu’s Portfolio at Himalaya Capital - How “the Chinese Warren Buffett” Invests

01.01.1970 · 01:00:00 ··· 03.09.2022 · 13:15:00 ··· ···
··· ··· ··· ··· #LiLu is the founder of #HimalayaCapital - an investment company with a portfolio value of $1.9bn that is solely invested in US stocks and a total of around $30bn in assets under management with the majority being invested in Asia and China more specifically. #Li decided to become an investor after listening to a #Buffett lecture at Columbia University in 1993. It was #Munger, the vice-chairman of Berkshire and right hand of Buffett, who called him "the Chinese Warren Buffett" in 2019, and said that Li was the only outsider he's ever trusted to invest his money. It was Li who introduced Munger to BYD, the Chinese EV company. This turned out to be one of Berkshire's most successful investments, turning a $232mn investment into $5.6bn in just over a decade In this video, we will take a look at Himalaya Capital’s listed US equity portfolio. The video gives you background on each of his larger investments. Enjoy! ⏰⏰ Timecodes ⏰⏰ 0:00 Intro 1:28 13F Explained 2:14 Investment No 1 - MU 3:58 Investment No 2 - BAC 5:29 Investment No 3 - GOOG 6:55 Investment No 4 - BRK 8:22 Investment No 5 - AAP 9:57 Final Thoughts 📖 SOURCE: https://www.dataroma.com/m/holdings.php?m=HC 👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth: https://www.youtube.com/channel/UCRg3HEhj1yqSKEuSp900kIg?sub_confirmation=1 📷 FOLLOW me on Instagram to get even more financial education: https://www.instagram.com/fu.academy/ DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary. #AAPL #MU #BAC #GOOG #GOOGL #BRK #BRK-B #LiLuPortfolio #LiLuStocks #HimalayaCapitalPortfolio