@optimizedportfolio Avatar @optimizedportfolio Optimized Portfolio

Optimized Portfolio posts on YouTube about investment, stocks, fund, vanguard the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance financial services #821 stocks exchanges currencies automotive brands technology brands countries social networks cryptocurrencies

Social topic influence investment #5409, stocks, fund #818, vanguard #239, finance, how to, dividend #521, intro, asset allocation #345, what is

Top accounts mentioned or mentioned by @optimizedtesla @optimizeddiy @benfelixcsi @rationalreminder @paulmerrimansoundinvesting

Top assets mentioned Tesla, Inc. (TSLA) SPDR S&P [---] ETF Trust (SPY)

Top Social Posts

Top posts by engagements in the last [--] hours

"The [--] Best TIPS ETFs To Protect Against Inflation TIPS (Treasury Inflation-Protected Securities) are treasury bonds linked to inflation. Here well look at the best TIPS ETFs. // TIMESTAMPS: 00:00 - Intro - Why TIPS 00:56 - VTIP 01:20 - STIP 01:44 - SCHP 02:04 - LTPZ // SUMMARY: TIPS stands for Treasury Inflation-Protected Securities. These are treasury bonds issued by the U.S. government that are indexed to inflation protecting investors from a decline in purchasing power of the U.S. Dollar. As inflation rises so too does the principal value of the TIPS bond. The primary purpose of TIPS is"
YouTube Link 2022-05-31T22:00Z 24.7K followers, [----] engagements

"14 DFA ETFs (Dimensional Fund Advisors) for Factor Tilts Investors rejoice. DFA funds are now available to retail investors in the form of ETFs. Here well explore the best ETFs offered by Dimensional Fund Advisors. // TIMESTAMPS: 00:00 - Intro - Dimensional Fund Advisors (DFA) 02:21 - Core Equity Market ETFs 02:41 - DFAU 03:19 - DFAI 03:47 - DFAE 04:09 - Tax-Managed Mutual Funds To ETFs Conversion 04:30 - DFUS 04:46 - DFAS 05:06 - DFAT 05:48 - DFIV 06:03 - Core Equity [--] ETFs 06:24 - DFAC 06:51 - DFIC 07:01 - DFEM 07:15 - DFAX 07:43 - Concentrated Targeting 07:59 - DFSV 08:29 - DISV 08:45 -"
YouTube Link 2023-02-14T15:00Z 24.7K followers, 12.9K engagements

"SPLG ETF Review - Is It the Best S&P [---] ETF Now (Now SPYM) The SPLG ETF from SPDR tracks the S&P [---] Index and has lowered its fee to 0.02% making it cheaper than its competitors VOO IVV and SPY. As of October [--] [----] SPLG is now SPYM. Same fund. Different ticker. // SUMMARY: Recall that the S&P [---] Index is simply a basket of the [---] largest profitable publicly traded companies in the United States by market capitalization. The S&P [---] comprises roughly 82% of the total U.S. stock market by weight and spans all market sectors so it is often used as a sufficient barometer for the US market"
YouTube Link 2024-08-18T16:00Z 24.7K followers, 22.2K engagements

"VT vs. VTI Vanguard Global Stock Market vs. U.S. Stock Market VT and VTI are two very popular index funds from Vanguard. Here well dive into their differences similarities performance and why you might want one over the other. // TIMESTAMPS: 00:00 - Intro 00:19 - Methodology Composition and Reasoning 03:46 - Historical Performance 04:08 - Global Diversification 08:57 - AUM and Fees 09:41 - Conclusion 10:17 - Outro // SUMMARY: VT is the Vanguard Total World Stock ETF. As the name suggests its a market cap weighted fund that holds the global stock market. Specifically VT seeks to track the FTSE"
YouTube Link 2022-02-19T16:45Z 24.7K followers, 16.9K engagements

"GOVT ETF Review - iShares Total US Treasury Bond ETF - Better Than BND GOVT is a total U.S. Treasury bond market ETF from iShares that covers the entire yield curve. But is it a good investment I review it here. // TIMESTAMPS: 00:00 - Intro 00:08 - GOVT ETF Methodology and Fees 01:26 - Is GOVT a Good Investment // SUMMARY: GOVT from iShares is the only ETF I know of for the total U.S. treasury bond market. It launched in late [----] and has since amassed over $25 billion in assets. GOVT tracks a market-weighted index for fixed-rate U.S. treasury bonds of maturities between [--] year and [--] years."
YouTube Link 2024-07-14T16:00Z 24.7K followers, 10.2K engagements

"5 Best Fidelity Index Funds To Buy in [----] Fidelity seems to be winning the race to zero for fees on index funds. Here well check out the [--] best Fidelity index funds for investors in [----]. // TIMESTAMPS: 00:00 - Intro - Fidelity Index Funds 00:59 - FXAIX 01:25 - FSKAX 01:47 - FSGGX 02:08 - FISVX 02:29 - FXNAX 02:49 - Outro // SUMMARY: Fidelity is one of the oldest and largest brokerage firms out there closely rivaling and in some cases even beating Vanguard and Schwab on things like fees fractional shares margin rates etc. Fidelity has made a concerted effort of lowering its fees on its broad"
YouTube Link 2023-04-23T13:00Z 24.7K followers, 15.1K engagements

"3 Best Micro Cap ETFs and Why They're Bittersweet Micro cap stocks are smaller than small cap stocks and thus would be expected to pay more of a risk premium. Here we'll check out the best micro cap ETFs and explore the problems with the cap size. // TIMESTAMPS: 00:00 - Intro 00:11 - Why Micro Caps 01:31 - The Problem with Micro Cap Funds 02:43 - Micro Cap ETFs 02:52 - IWC 03:38 - FDM 04:27 - DWMC 05:31 - Conclusion & Outro // SUMMARY: Micro cap stocks are smaller than small cap stocks. It's somewhat of a forgotten segment of the market as these stocks are the most volatile and there aren't"
YouTube Link 2023-08-13T15:00Z 24.7K followers, [----] engagements

"Portfolio Rebalancing Explained - What When Why and How Portfolio rebalancing refers to adjusting the allocations of different assets to maintain a desired risk profile. In this video I'll explain what rebalancing is and when why and how to do it. // TIMESTAMPS: 00:00 - Intro 00:11 - What Is Portfolio Rebalancing 01:04 - Why Is Rebalancing Important 03:20 - How Often Should You Rebalance Your Portfolio 04:29 - Rebalancing in a Taxable Account (Tax Consequences) 04:59 - How To Rebalance Your Portfolio 06:00 - Outro // SUMMARY: Portfolio rebalancing refers to bringing the assets in one's"
YouTube Link 2024-02-04T18:00Z 24.7K followers, 22.7K engagements

"The TRUTH About Covered Call ETFs (QYLD JEPI JEPQ QQQI SPYI etc.) - Watch Before Buying Covered call ETFs own stocks typically from some underlying index and sell call options on them to generate income. Here I'll explain why they're probably not great investments for most investors. // SUMMARY: A covered call ETF may be suitable for your portfolio if you desire a yield-focused strategy for current income with the trade-offs being greater fees (the average covered call ETF expense ratio is 0.71%) muted long term total returns less diversification lower portfolio efficiency and possibly"
YouTube Link 2023-05-14T16:00Z 24.7K followers, 13.3K engagements

"6 Best ETFs for Taxable Accounts (3 From Vanguard) Tax-efficient investing should always be a priority in asset placement across accounts and in subsequent fund selection especially for high-income investors. Why give up money to Uncle Sam unnecessarily if you dont have to Minimizing your portfolios tax burden means maximizing its long-term total return. Here well explore tax-efficient fund placement and the best ETFs for taxable accounts. // TIMESTAMPS: 00:00 - Intro 00:46 - Tax-Efficient Qualities 01:16 - IVV 01:31 - ITOT 01:55 - IXUS 02:36 - VUG 03:05 - VTEB 03:39 - VGIT 04:09 - Where To"
YouTube Link 2020-12-14T15:12Z 24.7K followers, 39.1K engagements

"QQQ vs. QQQM - Which ETF for the Nasdaq [---] Index QQQ from Invesco is one of the most popular funds out there. It tracks the NASDAQ [---] Index. QQQM is new on the scene and tracks the same index. Whats the deal // TIMESTAMPS: 00:00 - Intro 00:15 - QQQ vs. QQQM 03:06 - Conclusion & Outro // SUMMARY: QQQ and QQQM are two funds from Invesco that seek to track the same index: the NASDAQ-100. These are the [---] largest non-financial companies by market cap that trade on the NASDAQ exchange. This index defines itself as companies on the forefront of innovation. It is purely large cap growth. As such"
YouTube Link 2022-04-03T14:00Z 24.7K followers, 27.2K engagements

"ETF vs. ETN vs. ETP Which Is Best for Your Portfolio ETF. ETN. ETP. So many initialisms. Here well explore what these things are and what differences exist among them. // TIMESTAMPS: 00:00 - Intro 00:07 - What Do the Letters Mean 00:45 - ETF vs. ETN // SUMMARY: First heres what these initialisms stand for: ETF Exchange Traded Fund ETN Exchange Traded Note ETP Exchange Traded Product Basically ETP describes all exchange-traded products which includes ETFs and ETNs. So ETFs and ETNs are just two types of ETPs. Put another way all ETFs are ETPs but not all ETPs are ETFs. Youve probably heard of"
YouTube Link 2022-07-13T13:00Z 24.7K followers, [----] engagements

"QYLD ETF Review - Avoid This Fund as a Long Term Investment QYLD has been gaining popularity among income investors as a high-yield play on the NASDAQ [---]. Here well review this ETF and look at why its probably not a great choice for a long-term buy-and-hold portfolio. "Better-than-QYLD" pie for M1 Finance: https://optimizedportfolio.com/go/qyld-better // TIMESTAMPS: 00:00 - Intro 00:12 - QYLD Review 12:10 - Conclusion // SUMMARY: QYLD is an ETF from Global X that holds the NASDAQ [---] index and also sells covered calls on it to generate income. To my knowledge it is the largest covered call"
YouTube Link 2022-04-10T14:00Z 24.7K followers, [----] engagements

"3 Commodities ETFs and Why You Shouldn't Invest in Them Commodities may offer a diversification benefit in investment portfolios. Here we look at how to invest in commodities broadly with the best commodities ETFs and why it may not be a great idea. // TIMESTAMPS: 00:00 - Intro: Why Commodities ETFs 01:02 - PDBC 01:45 - COMT 02:17 - BCI 02:58 - Should You Invest in Commodities 07:24 - Outro // SUMMARY: Commodities metals energy livestock and agriculture offer whats called an uncorrelation to the stock market meaning the movement of one does not follow the other. Further commodities sometimes"
YouTube Link 2022-05-16T23:23Z 24.7K followers, 15.5K engagements

"SPYD vs. SCHD SPDR Dividend ETF vs. Schwab Dividend ETF Two popular dividend-focused ETFs are SPYD the SPDR Portfolio S&P [---] High Dividend ETF and SCHD the Schwab U.S. Dividend Equity ETF. Lets compare them. Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - Intro 00:36 - Methodology Factors and Fees 02:26 - Sector Composition 02:46 - Performance 03:09 - Conclusion and Outro // SUMMARY: SPYD and SCHD are two popular dividend-oriented ETFs from SPDR and Schwab respectively. SPYD launched in [----] and SCHD launched in [----]. SPYD costs a"
YouTube Link 2022-09-10T13:00Z 24.7K followers, 19.2K engagements

"The [--] Best Utilities ETFs (1 From Vanguard) Utilities are an underutilized diversifier dividend income source and defensive equities sector. Here well review the best Utilities ETFs. // TIMESTAMPS: 00:00 - Intro - Why Utilities 01:19 - XLU 01:39 - VPU 01:57 - FUTY 02:18 - Outro // SUMMARY: Utilities refer to basic regulated public services like water natural gas electricity and sewage. Investing in the utilities sector provides long-term investors with stable income from dividends as well as lower volatility and low correlation relative to the total stock market. Utilities also tend to"
YouTube Link 2022-07-11T13:00Z 24.7K followers, [----] engagements

"Fidelity Core Position Explained in [--] Seconds Your core position at fidelity simply refers to where your uninvested cash goes inside your account For example if you have 75% in an S&P [---] index fund like Voo and 25% uninvested cash that 25% cash will automatically go into whatever fund or vehicle you select as your core position The core position basically acts as a wallet when you buy something in your fidelity account like a stock you pay for it with money from that wallet When you sell something proceeds go into that wallet The core position also facilitates transactions like check"
YouTube Link 2024-01-06T17:00Z 24.7K followers, 21.8K engagements

"NTSX ETF Review WisdomTree U.S. Efficient Core ETF (90/60) NTSX from WisdomTree is a relatively new ETF designed to provide access to asset class diversification without sacrificing returns in order to free up space in diversified portfolios. I think the fund is pretty clever simple elegant and useful. Heres my summary and review. NTSX pie for M1: https://optimizedportfolio.com/go/ntsx-divers // TIMESTAMPS: 00:00 - Intro 00:23 - NTSX - What Why & How 06:25 - NTSX vs. SWAN 07:24 - Performance 07:47 - Use Cases 09:52 - Risks 11:39 - Conclusion 12:17 - Disclosure 12:48 - Outro // SUMMARY: NTSX"
YouTube Link 2022-02-24T04:59Z 24.7K followers, 11.2K engagements

"VT ETF Review - Is VT a Good Investment (Vanguard Global Stock Market) VT is a popular ETF from Vanguard to invest in the entire global stock market. But is it a good investment I review it here and discuss the what why and how of the fund as well as its historical performance. // TIMESTAMPS: 00:00 - Intro 00:12 - VT ETF - What Why & How 02:03 - Is VT a Good Investment 02:18 - Performance 02:28 - Discussion // SUMMARY: VT is the Vanguard Total World Stock ETF. It launched in [----]. As the name suggests the fund captures the global stock market in the form of over [----] holdings across large"
YouTube Link 2024-05-19T17:00Z 24.7K followers, 18.7K engagements

"Is THIS the Best Portfolio I have a big list of lazy portfolios on my website and people constantly ask me which one is the best portfolio or which is my favorite. In this brief video Im going to go over one of my favorite lazy portfolios. Invest in it here: https://optimizedportfolio.com/go/desert-global // TIMESTAMPS: 00:00 - Intro 00:13 - What Is the Best Portfolio 00:45 - My Criteria 01:19 - The Answer 01:44 - Risk Parity Explained 02:19 - Portfolio Discussion 02:55 - Performance and More Discussion // SUMMARY: Theres no single objective answer for the best lazy portfolio. Is best the"
YouTube Link 2024-04-07T17:00Z 24.7K followers, 11.6K engagements

"SPAXX vs. FDIC vs. FDRXX vs. FZFXX - Fidelity Core Position New updated video for [----] here: https://youtu.be/TXVL4OFu0A4 If youve got a Fidelity investment account youve probably encountered several options for your core position for cash: SPAXX FDIC FDRXX and/or FZFXX. I compare them here. // TIMESTAMPS: 00:00 - Intro - What Is the Fidelity Core Position 01:20 - SPAXX 02:22 - FDIC 03:26 - FDRXX 04:01 - FZFXX 04:38 - Conclusion // SUMMARY: Your core position at Fidelity simply refers to where your uninvested cash goes inside your account. For example if you have 75% in an S&P [---] index fund"
YouTube Link 2022-05-24T22:00Z 24.7K followers, 31.8K engagements

"Tax Loss Harvesting Explained - How To Add 14% To Your Portfolio Tax loss harvesting may sound fancy and complicated but I promise its super simple and youll have a better understanding of it after watching this video. Here well explore what tax loss harvesting is why and how youd want to do it the rules limits and deadlines involved examples and how to avoid the infamous wash sale in your portfolio. // TIMESTAMPS: 00:00 - Intro - What Is Tax Loss Harvesting 00:53 - When To Tax Loss Harvest - Deadlines & Strategies 01:24 - Tax Loss Harvesting Limits Rules and Wash Sales 03:33 - Tax Loss"
YouTube Link 2022-12-20T14:00Z 24.7K followers, 50.9K engagements

"SGOV ETF Review - The Best Fund for T-Bills in [----] #shorts Watch the full video here: https://youtu.be/BvgHBq9BaoQ Read the blog post here: https://www.optimizedportfolio.com/sgov/ SGOV or SGOV is the iShares zero to three month Treasury bond ETF It launched in mid [----] and has since quickly amassed nearly [--] billion dollars in assets making it one of the most popular ETFs for Treasury bills SGOV took in nearly one billion dollars in its first [--] months SGOV is a pretty simple fund It just tracks an index that holds ultra short term US Treasury bonds called T-Bills that mature in [--] months or"
YouTube Link 2023-12-27T22:00Z 24.7K followers, 14.3K engagements

"SPAXX vs. FDRXX FZFXX FDIC FCASH - Fidelity Core Position (Updated 2023) Updated video here: https://youtu.be/TXVL4OFu0A4 If youve got a Fidelity investment account youve probably encountered several options for your core position for cash: SPAXX FDIC FDRXX and/or FZFXX. Is there a best option I compare them here. // TIMESTAMPS: 00:00 - Intro 00:58 - What Is the Fidelity Core Position 01:12 - SPAXX and FDRXX 01:59 - FZFXX 02:16 - FCASH 02:36 - FDIC 03:18 - Conclusion & Outro // SUMMARY: Were concerned with yield and fees so the choice basically comes down to a higher yield with something like"
YouTube Link 2023-02-03T04:20Z 24.7K followers, 32.4K engagements

"AOR ETF Review - iShares Core Growth Allocation ETF (60/40 Portfolio) AOR is an ETF from iShares that is part of their line of Core Allocation ETFs which provide a globally diversified multi-asset 60/40 portfolio in one single fund. // TIMESTAMPS: 00:00 - Intro 00:13 - AOR ETF - What How and Why 03:17 - Performance 03:30 - Is AOR a Good Investment // SUMMARY: AOR is the iShares Core Growth Allocation ETF. It is part of iShares' line of asset allocation ETFs called Core Allocation Funds that launched in [----]. AOR has a little over $2.3 billion in assets making it the most popular fund in this"
YouTube Link 2024-03-10T17:00Z 24.7K followers, 10.1K engagements

"PSLDX Review - PIMCO StocksPLUS Long Duration Mutual Fund PIMCO has been quietly beating the market and doing a version of the famous Hedgefundie Adventure for years with their mutual fund PSLDX. In this video I review it and we'll check out its components historical performance replication options and where to buy it. M1 Pie for PSLDX replication: https://m1finance.8bxp97.net/AoBz71 // TIMESTAMPS: 00:00 - Intro 00:16 - What Is PSLDX 03:15 - Risks of PSLDX 04:53 - Performance 06:08 - Replicating PSLDX 06:53 - Conclusion 07:22 - Where To Buy PSLDX 08:47 - Outro // SUMMARY: PSLDX is roughly"
YouTube Link 2022-03-13T14:00Z 24.7K followers, [----] engagements

"BND vs. AGG - Which Total U.S. Bond Market Fund Two of the most popular total U.S. bond market ETFs are the Vanguard Total Bond Market ETF (BND) and the iShares Core U.S. Aggregate Bond ETF (AGG). Lets compare them. // TIMESTAMPS: 00:00 - Intro 00:27 - BND 00:46 - AGG 01:07 - More discussion 01:53 - Conclusion // SUMMARY: The Vanguard Total Bond Market ETF (BND) is the most popular bond fund out there. It was established in [----]. The fund seeks to track the Bloomberg Barclays U.S. Aggregate Float Adjusted Index holding over [----] U.S. investment-grade bonds with an average maturity of roughly"
YouTube Link 2022-12-24T14:00Z 24.7K followers, [----] engagements

"The [--] Best Low Volatility ETFs To Mitigate Stock Risk and Capture the Low Volatility Factor Low volatility ETFs provide a way for investors to stay in stocks while still limiting portfolio volatility and risk. Here well look at the best low volatility ETFs to access stocks with less movement. // TIMESTAMPS: 00:00 - Intro 00:25 - Why low volatility stocks 03:18 - USMV 03:54 - SPLV 04:44 - EFAV 05:14 - Where to buy these ETFs Read the blog post here: https://www.optimizedportfolio.com/best-low-volatility-etfs/ // PARTIAL TRANSCRIPT: Low volatility stocks refer to stocks with lower-than-average"
YouTube Link 2020-11-02T03:41Z 24.7K followers, [----] engagements

"5 Best High Yield Bond Funds for Income (HYG + More) High yield bonds offer one of the best opportunities for regular income from interest payments for fixed income investors. Here well look at the best high yield bond funds. // TIMESTAMPS: 00:00 - Intro - Why High Yield Bonds 00:54 - HYG 01:15 - JNK 01:40 - HYLB 02:00 - USHY 02:28 - ANGL 02:52 - Outro // SUMMARY: High yield bonds are lower credit quality corporate bonds. Because of this higher credit risk these bonds pay the highest yields compared to higher-credit investment-grade corporate bonds and treasury bonds. High yield bonds are"
YouTube Link 2022-08-20T13:00Z 24.7K followers, [----] engagements

"SPAXX vs. FDRXX FZFXX FDIC FCASH - Fidelity Core Position (2024) If youve got a Fidelity investment account youve probably encountered several options for your core position for cash: SPAXX FDIC FDRXX and/or FZFXX. Is there a best option I compare them here for [----]. // TIMESTAMPS: 00:00 - Intro 00:31 - What Is the Fidelity Core Position 02:10 - SPAXX - Fidelity Government Money Market Fund 03:02 - SPRXX - Fidelity Money Market Fund 03:17 - SIPC Insurance 03:38 - FDIC Program 05:00 - FCASH 05:14 - FDRXX - Fidelity Government Cash Reserves 05:37 - FZFXX - Fidelity Treasury Money Market Fund"
YouTube Link 2024-01-03T21:00Z 24.7K followers, 83.3K engagements

"3 Best Floating Rate Bond ETFs - USFR TFLO & FLOT Floating rate bonds adjust quickly to interest rate changes. Here we'll check out the best floating rate ETFs. // TIMESTAMPS: 00:00 - Intro 00:05 - What Are Floating Rate Bonds 03:12 - Floating Rate Bond ETFs 03:18 - USFR 03:54 - TFLO 04:26 - FLOT 05:06 - Outro // SUMMARY: Floating rate bonds are debt instruments with variable interest rates as opposed to a typical bond with a fixed rate. That interest rate is based on some benchmark which could be things like the U.S. 3-month T-bill rate the Federal Funds Rate (FFR) and the London Interbank"
YouTube Link 2023-05-10T22:00Z 24.7K followers, 10.2K engagements

"Ben Felix Model Portfolio (Rational Reminder PWL Capital) Review & ETFs Get this portfolio here: https://optimizedportfolio.com/go/ben-felix-model-portfolio I'm a huge fan of Ben Felix and his proposed factor tilts. Here we'll look at how to construct a U.S. version of his proposed model portfolio ETFs to use and why you might want to invest in it. // TIMESTAMPS: 00:00 - Intro 00:10 - Who Is Ben Felix 00:37 - What Is the Ben Felix Model Portfolio 02:16 - Asset Pricing Models 03:08 - Risk Factor Premia 04:28 - "Factor" ETFs 05:05 - Model Portfolio Asset Allocation 05:39 - U.S. Translation"
YouTube Link 2023-05-21T15:00Z 24.7K followers, 53.6K engagements

"How To Build a [--] Fund Portfolio at Fidelity This video will walk you through how to build a Bogleheads [--] Fund Portfolio using Fidelity index mutual funds. // TIMESTAMPS: 00:00 - Intro - Bogleheads [--] Fund Portfolio 00:50 - How To Build a Fidelity [--] Fund Portfolio // SUMMARY: Hopefully the Bogleheads [--] Fund Portfolio needs no introduction. Ive got more details on it in a separate video here. The late John Bogle was considered the father of index investing and espoused the benefits of low cost indexing over more expensive active management or stock picking that are very likely to underperform"
YouTube Link 2023-03-26T13:00Z 24.7K followers, 48.5K engagements

"Bogleheads [--] Fund Portfolio - The Ultimate Guide Get this portfolio here: http://optimizedportfolio.com/go/bh-3-fund The Bogleheads [--] Fund Portfolio is probably the most popular lazy portfolio out there. In this video well take an in-depth look at what it is why you'd want to use it its historical performance and how to build it with low-cost index funds. // TIMESTAMPS: 00:00 - Intro 00:26 - What Is the Bogleheads [--] Fund Portfolio 01:54 - Why Index Funds 05:00 - Bogleheads [--] Fund Portfolio Benefits 09:29 - Choosing Assets and ETFs 09:55 - Why International Stocks 12:33 - Bonds 13:13 - Why No"
YouTube Link 2023-08-27T15:00Z 24.7K followers, 131.2K engagements

"VIG vs. DGRO - Vanguard or iShares Dividend Growth ETF Two popular dividend growth ETFs are VIG the Vanguard Dividend Appreciation ETF and DGRO the iShares Core Dividend Growth ETF. Lets compare them. Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - Intro 00:46 - Methodologies Factors Yield and Fees 03:34 - Sector Composition 03:46 - Performance 03:59 - Conclusion 04:34 - Outro // SUMMARY: VIG and DGRO are two popular dividend growth ETFs from Vanguard and iShares respectively. VIG requires [--] years of consecutive dividend growth"
YouTube Link 2022-08-30T13:00Z 24.7K followers, [----] engagements

"7 Best Value ETFs To Buy Value Stocks (and Why You Might Want To) Get the Value Pack here: https://optimizedportfolio.com/go/value-pack Is the Value premium dead Probably not. With Value suffering a beating for a decade let's hope it's time for its resurgence. Here we look at the best Value ETFs to buy value stock. // TIMESTAMPS: 00:00 - Intro 00:09 - Why Value 03:24 - Evaluating Value ETFs 04:21 - AVUV 05:00 - AVDV 05:20 - MDYV 05:53 - RPV 06:40 - EFV 06:58 - DGS 07:51 - FNDE 09:34 - Adding These ETFs To Your Portfolio // SUMMARY: Value stocks are thought to be underpriced relative to their"
YouTube Link 2023-06-04T15:00Z 24.7K followers, 12.3K engagements

"VXUS vs. IXUS Vanguard or iShares International ETF VXUS and IXUS are two popular index funds for the total international stock market outside the U.S from Vanguard and iShares respectively. Here well review their differences similarities performance and why you might want one over the other. // TIMESTAMPS: 00:00 - Intro 00:15 - Methodology Composition and Fees 02:42 - Performance 02:55 - Conclusion and Outro // SUMMARY: - VXUS is from Vanguard and IXUS is from iShares. - Both VXUS and IXUS capture the same segment of the global market: stocks outside the U.S. - For all intents and purposes"
YouTube Link 2022-11-19T13:00Z 24.7K followers, [----] engagements

"VYM vs. HDV Vanguard Dividend ETF vs. iShares Dividend ETF Two popular dividend ETFs are VYM the Vanguard High Dividend Yield ETF and HDV the iShares Core High Dividend ETF. They differ more than you may realize. Lets compare them. Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - Intro 00:33 - Methodology Factors Fees & Dividend Yield 02:52 - Sector Composition 03:05 - Performance 03:20 - Conclusion and Outro // SUMMARY: VYM and HDV are two popular dividend ETFs from Vanguard and iShares respectively. VYM launched in [----] and HDV"
YouTube Link 2022-08-23T13:00Z 24.7K followers, [----] engagements

"VT vs. VTI in [--] seconds #shorts VT and VTI are two completely different funds. Both are from Vanguard. VT has a mutual fund equivalent VTWAX. VTI has a mutual fund equivalent VTSAX. VT is the entire global stock market. VTI is just the U.S. stock market. As such VT can be considered more diversified than VTI. VT holds about [----] stocks while VTI holds about [----] stocks. VTI has outperformed VT historically. If you use VTI you should probably still utilize some international diversification of some sort. VT has an expense ratio of 0.08% while VTI is 0.03%. Longer video here:"
YouTube Link 2022-04-26T22:00Z 24.7K followers, [----] engagements

"How To Rebalance Your Portfolio // SUMMARY: Now let's look at how to rebalance your portfolio Here are the steps Log in to your account once a year View the values of your assets and calculate how much you need to buy and sell of each If your broker doesn't show the actual percentages you can calculate this with dollar amounts by dividing the amount of one asset by the total of all assets For example for a stocks position worth $300 and a bonds position worth $700 the stocks position is $300 divided by $1000 which equals 30% if in a tax advantaged account like a Roth IRA sell the overweight"
YouTube Link 2024-03-05T23:00Z 24.7K followers, [----] engagements

"SGOV ETF Review - A Good Fund for T-Bills SGOV is a relatively new ETF from iShares for 0-3 month U.S. Treasury bonds called T-bills. But is it a good investment I review it here. // TIMESTAMPS: 00:00 - Intro 00:08 - SGOV Methodology Yield and Fees 01:50 - SGOV Performance 01:53 - Is SGOV a Good Investment 02:13 - Outro // SUMMARY: SGOV is the iShares 0-3 Month Treasury Bond ETF. It launched in mid-2020 and has since quickly amassed nearly $7 billion in assets making it one of the most popular ETFs for Treasury Bills. SGOV took in nearly $1 billion in its first [--] months. SGOV is a pretty"
YouTube Link 2023-01-30T15:00Z 24.7K followers, 34.2K engagements

"Paul Merriman Ultimate Buy and Hold Portfolio Review & ETFs Get this portfolio here: https://optimizedportfolio.com/go/ubh-23-dfiv The Paul Merriman Ultimate Buy and Hold Portfolio specifies very specific market segments based on historical outperformance. Here well take a look at its components performance and the best ETFs to use in its implementation. // TIMESTAMPS: 00:00 - Intro 00:13 - Who Is Paul Merriman 00:52 - What Is the Ultimate Buy and Hold Portfolio 04:23 - Performance 05:07 - How To Build with ETFs 06:12 - 80/20 and Long Bonds 07:00 - 100% Stocks 08:06 - Outro // SUMMARY: The"
YouTube Link 2023-02-19T14:00Z 24.7K followers, 18.5K engagements

"VYM vs. VOO (& VTI) from Vanguard Dividends vs. Broad Market VYM is Vanguards dividend-yield-oriented ETF. VOO and VTI are their broad market index funds for the S&P [---] and total U.S. stock market. Lets compare them. // TIMESTAMPS: 00:00 - Intro 00:11 - Methodology and Composition 02:21 - Performance 02:35 - AUM and Fees 03:01 - Conclusion // SUMMARY: VYM VOO and VTI are all very popular U.S. stock funds from Vanguard. VYM tracks the FTSE High Dividend Yield Index. VOO tracks the S&P [---] Index. VTI tracks the CRSP US Total Market Index. As such VYM is solely U.S. large cap dividend stocks"
YouTube Link 2022-08-13T13:00Z 24.7K followers, [----] engagements

"NUSI ETF Review - Is NUSI a Good Investment (Option Collar ETF) NUSI is an option collar strategy ETF for the NASDAQ [---] Index designed to manage risk and generate income. I review it here. 50/50 NDX/CASH pie for M1 Finance: https://m1finance.8bxp97.net/Kez4Oz Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - What Is NUSI and How Does It Work 02:25 - NUSI vs. QYLD 03:54 - Is NUSI a Good Investment 08:49 - Conclusion // SUMMARY: Nationwide makes ETFs. This one is called the Nationwide Risk-Managed Income ETF. NUSI is an option collar"
YouTube Link 2022-07-12T13:00Z 24.7K followers, [----] engagements

"Corporate Bonds vs. Government Bonds (Treasury Bonds) The Showdown Bonds are usually held in a portfolio with equities to reduce volatility and to offer downside protection against black swan events. In this video we'll compare government (treasury) bonds and corporate bonds. // TIMESTAMPS: 00:00 - Intro 00:26 - Assumptions 01:35 - Correlations 03:41 - Performance Backtest 04:30 - Why Do People Hold Corporate Bonds 05:28 - Conclusion 05:50 - Disclaimer 06:20 - Disclosure 06:46 - Outro // SUMMARY: Lets start with some basic assumptions for the foundation of this discussion: - Stocks tend to"
YouTube Link 2020-11-17T02:37Z 24.7K followers, 14.3K engagements

"9 Best T Bills ETFs for [----] (Treasury Bills) - SHV SGOV BIL + More T Bills are ultra-short-term US treasury bonds from the U.S. government. In this video we'll check out the best T Bills ETFs to buy treasury bills in [----]. // TIMESTAMPS: 00:00 - Intro - T Bill ETFs 0:08 - [--] - SHV iShares Short Treasury Bond ETF 00:31 - [--] - BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 00:57 - [--] - GBIL Goldman Sachs Access Treasury 0-1 Year ETF 01:22 - [--] - TBLL Invesco Short Term Treasury ETF 01:53 - [--] - SGOV iShares 0-3 Month Treasury Bond ETF 02:23 - [--] - TBIL US Treasury [--] Month Bill ETF 02:48 - [--] - CLIP"
YouTube Link 2024-07-28T16:00Z 24.7K followers, 19.4K engagements

"7 Best REIT ETFs for Real Estate Investing (VNQ SCHH & More) in [----] Real Estate Investment Trusts or REITs for short are an efficient and effective way to get exposure to the real estate market without buying physical property. REITs are typically used for diversification and dividend income. In this video we'll check out the best REIT ETFs to get exposure to the real estate market for [----]. // TIMESTAMPS: 00:00 - Intro 00:15 - VNQ - Vanguard Real Estate ETF 00:34 - VNQI Vanguard Global ex-U.S. Real Estate ETF 00:59 - REET iShares Global REIT ETF 01:26 - SCHH Schwab U.S. REIT ETF 01:50 -"
YouTube Link 2023-09-03T15:00Z 24.7K followers, 20.3K engagements

"VTI ETF Overview in [--] Seconds #shorts Watch the full video here: https://youtu.be/bVJQqiKokOk #vti #usstockmarket VTI is the Vanguard Total Stock Market ETF It launched in [----] As the name suggests the fund captures the entire investable US stock market in the form of over [----] holdings across large medium and small stocks It does so by tracking the CRSP US total market index which is market cap weighted In case you didn't know Vanguard is the go-to for reliable and highly liquid index funds with the lowest fees If you've landed here hopefully you do already know that passive indexing is a"
YouTube Link 2024-01-01T21:00Z 24.7K followers, [----] engagements

"T Bills Explained (US Treasury Bills - The "Risk-Free Asset") T Bills short for treasury bills are ultra-short-term treasury bonds backed by the full faith and credit of the U.S. government. In this video I'll explain what exactly T bills are how they work and why you might want to buy them. // TIMESTAMPS: 00:00 - Intro 00:12 - What are T Bills 00:58 - Why Buy T Bills 01:22 - Performance of T Bills 01:53 - How do T Bills work 02:17 - T Bills Taxation 02:27 - T Bills and Inflation 02:45 - T Bills vs. Stocks 02:59 - How to Buy T Bills // SUMMARY: T Bills are just ultra-short-term bonds from the"
YouTube Link 2024-08-04T16:00Z 24.7K followers, [----] engagements

"1 ETF for Life to Get Rich - It's NOT One You'd Guess Is there one single ETF you can hold forever to get rich and save for retirement Yes and it's probably not one you would guess // SUMMARY: I've referenced the famous Bogleheads [--] Fund Portfolio many times in various videos and for good reason it's a simple low-cost well-diversified portfolio suitable for beginners and retirees alike. But can we get even simpler and use one single ETF You might be thinking of funds like VOO for the S&P [---] VTI for the total US stock market or VT for the total world stock market. And while these would"
YouTube Link 2024-08-11T16:00Z 24.7K followers, 36.3K engagements

"What Is Portfolio Rebalancing // SUMMARY: Portfolio rebalancing refers to bringing the assets in one's portfolio back to the target asset allocation which is the specific ratio among assets for a desired risk profile Specifically this means selling overweight assets and buying underweight assets For example suppose you have a desired allocation of 50% stocks and 50% bonds written as 50/50 If your stocks position grows by 10% and your bonds position falls by 10% during the year the portfolio has now drifted to 55% stocks and 45% bonds or 55/45 By rebalancing you bring the portfolio back to"
YouTube Link 2024-02-14T23:00Z 24.7K followers, [----] engagements

"Fidelity ZERO Funds Review - Whats the Catch (FZROX FNILX etc.) Fidelity ZERO funds are index mutual funds from Fidelity with zero fees. But theres a little more to the story. I review them here. // TIMESTAMPS: 00:00 - What Are Fidelity ZERO Funds 00:49 - FNILX 01:03 - FZIPX 01:14 - FZROX 01:40 - FZILX 01:55 - What's the Catch // SUMMARY: Fidelity ZERO funds are a specific line of mutual funds from Fidelity that launched in [----] with as the name suggests zero fees. The expense ratio for these funds is 0.00%. So for Fidelity investors looking for the lowest cost access to the stock market"
YouTube Link 2023-04-09T13:00Z 24.7K followers, 25.7K engagements

"I Bonds are now paying 9.62% as of May [--] [----] #inflation I bonds also called Series I savings bonds are now paying a guaranteed 9.62% annualized as of May [--] [----]. Previous more comprehensive video on I bonds here: https://youtu.be/NJOEVm3zDJg Buy I bonds from the U.S. Treasury: https://www.treasurydirect.gov/indiv/products/prod_ibonds_glance.htm // SUMMARY: The composite rate for I bonds has gone up yet again due to rising inflation. They are paying 9.62% annualized as of May [--] [----]. These are inflation-linked bonds directly from the U.S. Treasury. They are the most direct inflation hedge"
YouTube Link 2022-06-08T14:00Z 21.4K followers, [----] engagements

"Do US Investors Need International Stocks #shorts Watch the full video here: https://youtu.be/fmhZb0hODNo #internationalstocks #diversification // INVEST M1 Finance: https://optimizedportfolio.com/go/m1 My comprehensive review of M1 Finance: https://www.optimizedportfolio.com/m1-finance-review/ Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ Lazy Portfolios: https://www.optimizedportfolio.com/lazy-portfolios/ Beginners reference guide (updated regularly): https://www.optimizedportfolio.com/beginners-start-here/ Webull (for stock traders; get [--] free"
YouTube Link 2023-12-16T16:00Z 12K followers, [---] engagements

"Stop Obsessing Over Fees #shorts Watch the full video here: https://youtu.be/1jkyZqC87MQ #mutualfunds #investing // INVEST M1 Finance: https://optimizedportfolio.com/go/m1 My comprehensive review of M1 Finance: https://www.optimizedportfolio.com/m1-finance-review/ Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ Lazy Portfolios: https://www.optimizedportfolio.com/lazy-portfolios/ Beginners reference guide (updated regularly): https://www.optimizedportfolio.com/beginners-start-here/ Webull (for stock traders; get [--] free stocks):"
YouTube Link 2024-01-05T22:00Z 11.2K followers, [---] engagements

"Does Gold Belong in Your Portfolio #shorts Watch the full video here: https://youtu.be/QjW61vtgfKg #goldinvesting #investingold // INVEST M1 Finance: https://optimizedportfolio.com/go/m1 My comprehensive review of M1 Finance: https://www.optimizedportfolio.com/m1-finance-review/ Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ Lazy Portfolios: https://www.optimizedportfolio.com/lazy-portfolios/ Beginners reference guide (updated regularly): https://www.optimizedportfolio.com/beginners-start-here/ Webull (for stock traders; get [--] free stocks):"
YouTube Link 2024-01-20T16:00Z 11.2K followers, [---] engagements

"6 Best Clean Energy ETFs (ICLN QCLN PBW & More) Interest and investment in clean energy has been steadily growing. Here well review the best clean energy ETFs to go green in your portfolio. // TIMESTAMPS: 00:00 - Intro 00:20 - Why Clean Energy Stocks 01:12 - ICLN 02:02 - PBW 02:47 - QCLN 03:21 - PZD 03:39 - FAN 04:02 - ACES 04:30 - Where to buy these ETFs 04:52 - Disclosure 05:17 - Disclaimer 05:48 - Outro // PARTIAL TRANSCRIPT: Development innovation interest and investment in clean energy has been on the rise with fossil fuels hopefully on the way out. Increasing energy demands from"
YouTube Link 2020-11-08T22:37Z 23.5K followers, [----] engagements

"Preferred Stocks Explained in [--] seconds Preferred stock shares typically trade some capital appreciation for higher dividend yields. But should you buy preferred stocks Probably not. Preferred stocks sound fancy and attractive but dont get sucked in too quickly. First preferred shares are still an equity investment. In the event of bankruptcy a firms debt holders are still getting paid before preferred shareholders. If a company is liquidated the preferred shareholder is getting zilch. Recall that preferred stocks have aspects of bonds.Traditional bonds have a fixed maturity date. Preferred"
YouTube Link 2024-01-30T22:00Z 18.8K followers, [---] engagements

"I Improved the M1 Finance Ultra Aggressive Portfolio Expert Pie Get this portfolio here: https://optimizedportfolio.com/go/m1-ultra-agg // TIMESTAMPS: 00:00 - Intro - M1 Finance Expert Pies 00:27 - Problems 01:00 - M1 Ultra Aggressive Pie 01:25 - Solutions 01:38 - My Improved Version 02:03 - Outro // SUMMARY: M1 Finance provides Expert Pies that are pre-built portfolios available for you to invest in if you prefer not to choose your own investments. They are comprised of low-cost Vanguard ETF's. This is ideal for the investor who wants a lazy portfolio to be completely hands-off. M1's"
YouTube Link 2023-07-23T15:00Z 22.1K followers, [----] engagements

"How to Get 33% off a New Tesla Model Y (0.99% APR Promo) #shorts In this brief video Im going to show you how to effectively get 33% off a new Tesla Model Y in May [----] and no Im not including gas savings. M1 high-yield cash account: https://www.optimizedportfolio.com/go/m1-cash // SUMMARY: Tesla is currently offering 0.99% APR financing on new Model Ys through May [--] [----]. Thats almost free money. You can also extend the loan term to [--] years. Using round numbers - The base long range rear wheel drive model is $45000. - It qualifies for a federal EV tax credit of $7500 deducted from the"
YouTube Link 2024-05-25T16:00Z 24.7K followers, [----] engagements

"5 Best Emerging Markets ETFs (VWO + More) Emerging Markets refer to nations that are growing and becoming more engaged in the global economy. They are a crucial piece in any globally diversified investment portfolio. In this video well look at the best Emerging Markets ETFs to get in on this corner of the market. // TIMESTAMPS: 00:00 - Intro 00:29 - Why Emerging Markets 01:43 - Emerging Markets vs. Developed Markets 02:21 - VWO 02:47 - IEMG 03:12 - EEM 03:30 - SCHE 03:52 - SPEM 04:07 - My choice 04:25 - Where to buy these ETFs 04:48 - Disclosure 05:13 - Financial Disclaimer 05:44 - Outro //"
YouTube Link 2020-11-06T06:24Z 23.8K followers, [----] engagements

"Jack Bogle Was Wrong About ETFs Jack Bogle founded Vanguard and was considered the father of index investing but he did have a few takes on things that werent quite right. First is on ETFs. Bogle advocated for index investing by buying and holding a mutual fund. Sounds innocent enough. But when the first ETF (or Exchange Traded Fund) launched in [----] he felt the vehicle inherently promoted more trading and trading is staunchly anti-Boglehead due to higher fees and the folly of market timing. He was also concerned that intraday pricing of ETFs as opposed to the guaranteed NAV for mutual funds"
YouTube Link 2024-02-01T22:00Z 23.3K followers, [----] engagements

"Portfolio Asset Allocation Explained - How To Adjust by Age Asset allocation refers to the ratio among different asset types in ones investment portfolio. Here well look at how to set ones portfolio asset allocation by age and risk tolerance from young beginners to retirees including calculations and examples. // TIMESTAMPS: 00:00 - Intro 00:31 - What Is Asset Allocation 00:58 - Why Is Asset Allocation Important 04:36 - Asset Allocation and Risk Tolerance 07:27 - Asset Allocation by Age Calculation 09:22 - Asset Allocation Examples 11:13 - Conclusion 12:14 - Disclosure 12:40 - Disclaimer"
YouTube Link 2020-11-21T19:34Z 22.9K followers, 40K engagements

"Optimized Portfolio - Best of [----] // TIMESTAMPS: 00:00 - ETFs vs. Mutual Funds 03:50 - Convertible Bonds 06:40 - SGOV 07:55 - Fidelity ZERO Funds 12:51 - Floating Rate Bonds 15:52 - Covered Call Funds 23:13 - AVUV 28:54 - International Stocks 43:16 - "Passive" Is a Myth 52:08 - Index Fund Bubble 58:19 - Buy Borrow Die 01:02:55 - Investment Policy Statement 01:11:24 - Target Date ETFs 01:15:35 - Stop Obsessing Over Fees 01:19:31 - Savings By Age // VIDEO LINKS: ETFs vs. Mutual Funds: https://youtu.be/FoeZdM3ioy0 Convertible Bonds: https://youtu.be/jZs3sDhaOsc SGOV:"
YouTube Link 2023-12-31T16:00Z 21.6K followers, [----] engagements

"I Made (Another) New Channel New channel here: @OptimizedTesla Optimized DIY channel: @OptimizedDIY Yes I made another YouTube channel because I did need a new vehicle and I couldnt help myself with a car company basically giving away free money with that 0.99% APR financing offer so I ended up somewhat impulsively pulling the trigger on a Tesla Model Y and do you really own a Tesla if you dont have a YouTube channel about it I thought long and hard about possibly just including the new Tesla videos on my Optimized DIY channel but I think I want to keep that one for broader car and home stuff"
YouTube Link 2024-06-17T21:00Z 24.7K followers, [----] engagements

"Secure Your Childs Future with a Custodial Roth IRA Can teenagers open a Roth IRA Yes they can. In this video we'll explore how and why investing in a Roth IRA can be extremely powerful for kids. // TIMESTAMPS: 00:00 - Intro 00:08 - What Is a Roth IRA 00:25 - Why Should a Teenager Be Interested in a Roth IRA 02:43 - Roth IRA Income and Contribution Limits 02:59 - How To Open a Roth IRA for Kids // SUMMARY: Retirement is probably the last thing on a teenager's mind. Why would they be interested in opening a Roth IRA There is no age requirement to open a Roth IRA. Earned income is the only"
YouTube Link 2024-03-31T17:00Z 24.7K followers, [----] engagements

"I Bonds - The Best Inflation Hedge for [----] I bonds are low-risk inflation-linked savings bonds from the U.S. government. Here well review why when where and how to buy them. // TIMESTAMPS: 00:00 - Intro 00:19 - Inflation and the Case for I Bonds 03:02 - What Are I Bonds 04:22 - How Do I Bonds Work 07:45 - I Bonds Purchase Limits 08:37 - How To Buy I Bonds 09:34 - Buying I Bonds as Gifts 10:38 - Tax Benefits and Considerations of I Bonds 11:37 - I Bonds vs. EE Bonds 14:29 - I Bonds vs. TIPS 16:31 - Conclusion How I Bonds Fit Into Your Investing Strategy 19:15 - Disclosure 19:30 - Outro //"
YouTube Link 2022-02-07T01:21Z 23.1K followers, [----] engagements

"Bogleheads Investing Philosophy and the [--] Fund Portfolio #shorts Watch the full video here: https://youtu.be/w36sJdbsBhA The Bogleheads philosophy and approach is as follows: Develop a workable plan invest early and often don't bear too much or too little risk diversify don't try to time the market use index funds whenever possible keep costs low minimize taxes invest with simplicity and stay the course. The Bogleheads [--] Fund portfolio as the name implies is a simple portfolio comprised of three broad index funds: A total U.S stock market index fund a total international stock market index"
YouTube Link 2023-12-12T22:00Z 18.9K followers, [----] engagements

"Optimized Portfolio - Best of [----] Thanks for all the support in [----] // TIMESTAMPS: 00:00 - Roth IRA Explained 05:32 - Traditional IRA Explained 10:03 - Rebalancing 15:53 - BOXX ETF 23:18 - Investing Biases 01:07:33 - The "Best Portfolio" 01:11:47 - [--] ETF Forever // VIDEO LINKS: Roth IRA Explained - https://youtu.be/d6HyWMdq__o Traditional IRA Explained - https://youtu.be/o4a7mCFfz7Q Rebalancing - https://youtu.be/IJxgI6P0beU BOXX ETF - https://youtu.be/9Zyv8G_R-3g Investing Biases - https://youtu.be/xgWYvVhiL4E The "Best Portfolio" - https://youtu.be/i2nGUaWpUzs [--] ETF Forever -"
YouTube Link 2024-12-29T17:00Z 24.7K followers, [----] engagements

"The [--] Best Financials ETFs for the Financial Sector Financials is shorthand for the financial sector of the stock market also called the banking sector. Here well look at the best financials ETFs. // TIMESTAMPS: 00:00 - Intro - Why Financials 01:25 - XLF 01:46 - VFH 02:16 - KRE 02:40 - IXG 03:00 - Outro // SUMMARY: Companies in the financial sector as the name suggests are banks finance companies investment companies and insurance providers that offer financial products and services to commercial and retail customers. Many think of Wall Street but the financial sector is much broader."
YouTube Link 2022-06-27T13:00Z 21.8K followers, [---] engagements

"Irrational Escalation of Commitment and Sunk Cost Fallacy Irrational escalation of commitment and sunk cost fallacy. Irrational escalation describes irrationally continuing a behavior in the face of negative consequences even after being presented with new information. This specifically explains the act of the example we've used several times so far of the investor holding on to losing positions for longer than they should because they don't want to actualize the loss thereby avoiding cognitive dissonance or because they hope the investment will rebound. This can happen even if the investor"
YouTube Link 2024-03-26T22:00Z 24.7K followers, [----] engagements

"Hindsight Bias and the Stock Market Hindsight bias is a cognitive bias that describes the tendency of people to convince themselves that they correctly predicted a past event or that their prediction was more accurate than it really was. This causes investors to think they can accurately predict future events which leads to overconfidence. As you can imagine this bias comes into play with market crashes and stock rallies. Investors anticipating a crash that they think is imminent will almost always look back in hindsight and think that they accurately predicted when the crash happened when in"
YouTube Link 2024-04-18T21:00Z 24.7K followers, [----] engagements

"Why You Need an Investment Policy Statement ASAP (and How To Write One) An investment policy statement is a formal document that defines one's investing objectives and strategy. Here we'll look at how to write one the benefits of having one a template and an example. // TIMESTAMPS: 00:00 - Intro 00:11 - What Is an Investment Policy Statement 01:08 - Benefits of an Investment Policy Statement 03:43 - How To Write an Investment Policy Statement 05:21 - Investment Policy Statement Example 08:07 - Conclusion // SUMMARY: An investment policy statement is a document that outlines the parameters for"
YouTube Link 2023-09-24T15:00Z 21.6K followers, [----] engagements

"How To Change Your Fidelity Core Position Online (Screenshare Tutorial in [--] seconds) How to change your Fidelity Core Position online: [--]. Log into your account online. [--]. Click on the account you want to change the core position for in the left sidebar. [--]. Click the Positions tab. This is going to show your holdings. [--]. You should have a Cash position. Click that to expand. [--]. Click button that says "Change Core Position." [--]. That opens up a new tab. Select new Core Position and review and confirm order. Video explaining the options for the Fidelity Core Position like SPAXX FCASH FDRXX FZFXX"
YouTube Link 2024-01-18T22:00Z 22.5K followers, [----] engagements

"Anchoring Bias in Investing Explained in [--] Seconds Anchoring bias refers to relying too heavily on an arbitrary reference point or single piece of information. When making an investing decision this anchor becomes irrationally significant in the investor's mind. Usually as somewhat of a starting point for a decision. Perhaps the best example of a commonly used anchor in investing is simply the share price of a stock. If a stock is trading at $100 per share for example you might decide that number sounds expensive so you're not buying until it drops by 10% to $90. Even though there's no"
YouTube Link 2024-03-20T23:00Z 24.7K followers, [---] engagements

"SWAN ETF Review - Black Swan ETF for Stock Market Crashes Black swan events are impactful and unpredictable. The Amplify BlackSwan Growth & Treasury Core ETF (SWAN) was designed to protect against them. Lets dive into it. // TIMESTAMPS: 00:00 - Intro 00:15 - What is a Black Swan Event 01:28 - SWAN ETF Review 03:36 - SWAN vs. NTSX 04:48 - SWAN vs. DRSK 06:46 - Performance 10:19 - Conclusion 11:59 - Outro // SUMMARY: The term black swan is used to describe an extremely rare inherently unpredictable event that has severe negative consequences. It has also been noted that hindsight bias is"
YouTube Link 2022-02-28T04:06Z 23K followers, [----] engagements

"M1 Finance NEW Dividend Investing Features Are Here (Sneak Peek Demo Pt. 2) Check out M1 here: https://optimizedportfolio.com/go/m1 Get my dividend portfolio here: http://optimizedportfolio.com/go/dividend-pie // TIMESTAMPS: 00:00 - Intro 00:11 - Feature to Direct and Reinvest Dividends 01:44 - New Dividend Tracker Interface 02:22 - Rollout Schedule 02:29 - My Dividend Portfolio 02:49 - Outro // SUMMARY: Dividend investors using M1 Finance will be happy to hear that the platform is introducing some major changes and improvements specific to dividends. One of the biggest requests from users"
YouTube Link 2024-06-28T22:00Z 24.7K followers, [----] engagements

"Golden Butterfly Portfolio Review and ETF Pies for M1 Finance Get this portfolio here: https://optimizedportfolio.com/go/gbp-3 The Golden Butterfly Portfolio is a medium-risk portfolio similar to Ray Dalios All Weather Portfolio. Here well look at its components and the best ETFs to use in its construction. // TIMESTAMPS: 00:00 - Intro 00:20 - What Is the Golden Butterfly Portfolio 02:44 - Golden Butterfly Portfolio vs. Permanent Portfolio 03:47 - Golden Butterfly Portfolio vs. All Weather Portfolio 05:19 - Golden Butterfly Portfolio ETFs for M1 Finance 05:57 - Taking the Golden Butterfly"
YouTube Link 2020-11-22T17:10Z 21.5K followers, [----] engagements

"The [--] Best Bitcoin ETFs and Cryptocurrency ETFs Bitcoin and cryptocurrency in general have been surging in popularity in recent years. Here well check out the best Bitcoin ETFs and cryptocurrency ETFs. // TIMESTAMPS: 00:00 - Intro 00:13 - Why Bitcoin ETFs 03:35 - BITO 04:30 - GBTC 05:29 - BITW 06:21 - BTCE 06:43 - CXBTF 07:06 - BTCC 08:09 - BTCX 08:56 - Outlook for a U.S. Spot Price BTC ETF 09:26 - COIN 09:47 - Outro // SUMMARY: There are thousands of different cryptocurrencies that have emerged Bitcoin Ethereum Litecoin Tether etc. Instead of buying each of these directly and trying to keep"
YouTube Link 2022-02-25T22:42Z 23.7K followers, [----] engagements

"QQQ vs. SPY (and VOO) NASDAQ [---] vs. S&P [---] QQQ from Invesco tracks the NASDAQ [---] Index. SPY from SPDR (and VOO from Vanguard) tracks the S&P [---] Index. These are two very different index funds that track very different indexes. I compare them here. // TIMESTAMPS: 00:00 - Intro 00:23 - Methodology Similarities Differences Stats & More 03:32 - Historical Performance 07:17 - Recap 08:21 - Conclusion 09:05 - Disclosure 09:30 - Disclaimer 10:01 - Outro // SUMMARY: QQQ and SPY are two very different funds. QQQ from Invesco tracks the NASDAQ [---] Index. SPY from SPDR tracks the S&P [---] Index. QQQ"
YouTube Link 2022-02-14T04:59Z 20.2K followers, 11.7K engagements

"RPAR Risk Parity ETF Review - An All Weather Portfolio ETF Get the portfolio mentioned here: https://optimizedportfolio.com/go/rpar RPAR is a single fund solution for an all-weather portfolio strategy based on risk parity one ETF to be fully diversified across multiple assets. I review it here. // TIMESTAMPS: 00:00 - Intro - What Is the RPAR Risk Parity ETF 03:10 - UPAR ETF 04:00 - Risk Parity Explained 05:56 - RPAR Historical Performance 06:40 - RPAR Review 12:59 - Replicating RPAR with ETFs 13:28 - Conclusion // SUMMARY: An "all weather portfolio" describes a portfolio designed to perform"
YouTube Link 2023-10-08T15:00Z 23K followers, [----] engagements

"How To Avoid Taxes Like The Rich - Buy Borrow Die Strategy Explained What if I told you that you can use some the same tactics that Jeff Bezos Elon Musk and Warren Buffett use to avoid taxes In this video we'll look at how exactly the Buy Borrow Die strategy works and how you can use some of the same ideas as the wealthy to minimize your tax burden. // TIMESTAMPS: 00:00 - Intro 00:17 - What Is the Buy Borrow Die Strategy 01:17 - Buy 01:37 - Borrow 02:07 - Die 02:54 - Risks of the Buy Borrow Die Strategy // SUMMARY: Law professor Ed McCaffery coined the term Buy Borrow Die in the 1990s to"
YouTube Link 2023-09-10T15:00Z 18.9K followers, [----] engagements

"SPHD vs. VYM High Dividend ETFs from Invesco and Vanguard The Invesco S&P [---] High Dividend Low Volatility ETF (SPHD) and the Vanguard High Dividend Yield ETF (VYM) are two popular dividend-oriented ETFs. Lets compare them. Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - Intro 00:33 - Methodology 02:18 - Sector Composition 02:30 - Performance 03:51 - Outro // SUMMARY: SPHD is the Invesco S&P [---] High Dividend Low Volatility ETF. It tracks the S&P [---] Low Volatility High Dividend Index which is rebalanced semi-annually. As the name"
YouTube Link 2022-07-16T13:00Z 21.3K followers, [----] engagements

"6 Best AI ETFs To Invest in AI Stocks (BOTZ ROBO etc.) Artificial intelligence is poised to be a major driver of innovation and growth for a wide range of industries. Here well look at the best AI ETFs to invest in AI stocks. // TIMESTAMPS: 00:00 - Intro - Why AI 01:44 - QQQ 02:47 - VGT 03:22 - BOTZ 04:14 - ROBO 05:22 - ARKQ 06:13 - IRBO 07:16 - Outro // SUMMARY: Artificial intelligence or AI for short as the name suggests refers to systems designed to mimic the human brain. The term broadly applies to synthetic intelligence learning reasoning and problem solving. While AI is often associated"
YouTube Link 2022-11-05T12:00Z 19.4K followers, 20.9K engagements

"The [--] Best Tech ETFs To Buy Tech Stocks The technology sector has had a particularly stellar run in recent years considerably outperforming the market. Here well review the best tech ETFs to buy tech stocks. // TIMESTAMPS: 00:00 - Intro 01:24 - VGT 01:47 - FTEC 02:04 - XLK 02:31 - QQQ 03:18 - FDN 03:51 - ARKK 04:46 - Outro // SUMMARY: The tech sector is comprised of companies related to software electronics internet computers and other technological products and services. Think Apple Microsoft Adobe Amazon etc. Tech stocks are growth stocks reinvesting profits into R&D and future projects to"
YouTube Link 2023-10-25T16:01Z 11.2K followers, [----] engagements

"M1 Finance NEW Dividend Investing Features Are Here (Sneak Peek Demo Pt. 1) Check out M1 here: https://optimizedportfolio.com/go/m1 Get my dividend portfolio here: http://optimizedportfolio.com/go/dividend-pie // TIMESTAMPS: 00:00 - Intro 00:11 - Feature to Direct and Reinvest Dividends 01:44 - New Dividend Tracker Interface 02:22 - Rollout Schedule 02:29 - My Dividend Portfolio 02:49 - Outro // SUMMARY: Dividend investors using M1 Finance will be happy to hear that the platform is introducing some major changes and improvements specific to dividends. One of the biggest requests from users"
YouTube Link 2024-06-27T22:00Z 24.7K followers, [----] engagements

"The Hunt for a Leveraged Value ETF - [--] Contenders So you like leveraged ETFs and you like Value. Can we combine them Here I discuss the current options for a leveraged value ETF. // TIMESTAMPS: 00:00 - Intro - Why Leveraged Value Funds 01:25 - IWDL 02:13 - UMDD 02:54 - UDOW 03:37 - Conclusion and Outro // SUMMARY: If youve landed on this page hopefully leveraged ETFs require no explanation. If they do go read this post first explaining how they work. Basically were paying a fee to increase exposure (and risk) in the portfolio within a single fund. I listed some examples of popular leveraged"
YouTube Link 2022-07-20T13:00Z 21.6K followers, [----] engagements

"Optimized Portfolio - Best of [----] Thanks for all the support Timestamps and individual video links below. // TIMESTAMPS: 00:00 - Series I Bonds 00:18 - Inflation 00:54 - QYLD 02:42 - International Diversification 03:34 - Commodities 07:39 - Market Timing 12:07 - Dollar Cost Averaging (DCA) 25:31 - Best Stocks Now 27:30 - Preferred Stock 27:34 - JEPI 27:38 - Utilities 28:45 - T-Bills 30:16 - Bogle Was Wrong 36:16 - Tax Loss Harvesting // VIDEO LINKS: Series I Bonds - https://youtu.be/NJOEVm3zDJg Inflation - https://youtu.be/zJmhTYuvkt8 QYLD - https://youtu.be/Tl92gZ9-bIE International"
YouTube Link 2023-01-02T14:00Z 24K followers, [----] engagements

"VOO vs. VTI in [--] seconds #shorts VOO and VTI are the two most popular U.S. stock market ETFs out there. Both are from Vanguard. VOO tracks the S&P [---] Index. VTI tracks the CRSP US Total Market Index. As such VOO is entirely large-cap stocks while VTI also includes small- and mid-cap stocks. Specifically VOO comprises roughly 82% of VTI by weight. Consequently VTI has been and should be expected to be slightly more volatile than VOO. Since it contains small- and mid-caps which have outperformed large caps historically due to the Size factor premium we would expect VTI to outperform VOO over"
YouTube Link 2022-04-19T22:00Z 24.5K followers, 18.1K engagements

"Ray Dalio All Weather Portfolio Review and ETFs To Use Get this portfolio here: https://optimizedportfolio.com/go/awp-23 The All Weather Portfolio is a well-diversified low-risk portfolio from Ray Dalio designed to weather any environment. Here well look at the All Weather Portfolios components historical performance ETFs to use. // TIMESTAMPS: 00:00 - Intro 00:16 - What Is the All Weather Portfolio 03:59 - Performance and Commentary 05:35 - How To Build with ETFs 05:53 - Outro // SUMMARY: The All Weather Portfolio is an available-to-the-masses portfolio modeled somewhat after the"
YouTube Link 2023-05-07T15:00Z 24.1K followers, 27.1K engagements

"ITOT vs. VTI - U.S. Stock Market ETFs - iShares or Vanguard Here we look at [--] ETFs for the total U.S. stock market ITOT and VTI from iShares and Vanguard respectively. // TIMESTAMPS: 00:00 - Intro 00:07 - ITOT vs. VTI - Methodology and Composition 01:19 - Historical Performance 01:28 - Conclusion // SUMMARY: If youve arrived on this video you probably already know that index funds are a great way to get instant diversification across sectors and cap sizes. Thankfully fees have also dropped in recent years to make ETFs extremely affordable for retail investors. ITOT is the iShares Core S&P"
YouTube Link 2022-09-24T12:00Z 24.4K followers, [----] engagements

"5 Best T Bills ETFs (Treasury Bills) To Park Cash (SGOV BIL etc.) T Bills are ultra-short-term treasury bonds backed by the full faith and credit of the U.S. government. Here well check out the best T Bill ETFs to buy treasury bills. // TIMESTAMPS: 00:00 - Intro - Why T-Bills 02:10 - SHV 02:35 - BIL 03:02 - GBIL 03:26 - CLTL 03:50 - SGOV 04:19 - Conclusion // SUMMARY: T Bills short for treasury bills are just ultra-short-term bonds from the U.S. government. These short bonds with maturities of less than a year are called bills. Because theyre backed by the full faith and credit of the U.S."
YouTube Link 2022-11-12T13:00Z 24.7K followers, 26.6K engagements

"The [--] Best ETFs for Retirement Portfolios Retirees have unique needs when it comes to their investment portfolios. Here Ive assembled what I think are the best ETFs for retirement portfolios. Sample retirement portfolio: https://optimizedportfolio.com/go/sample-retirement-23 Simplified sample retirement portfolio: https://optimizedportfolio.com/go/simplified-retirement-23 // TIMESTAMPS: 00:00 - Intro - What Retirees Need 02:10 - VT 02:34 - AVUV 03:22 - AVDV 03:40 - GOVT 04:57 - FUTY 05:50 - FSTA 06:16 - STIP 07:05 - SCHH 07:57 - VNQI 08:24 - GLDM 08:59 - Sample Retirement Portfolio 11:01 -"
YouTube Link 2023-01-14T13:00Z 24.1K followers, 29.2K engagements

"Use These [--] Funds To Crush the S&P [---] Get this portfolio here: https://optimizedportfolio.com/go/merriman-4-fund The Paul Merriman [--] Fund Portfolio is a simple equal-weighted equities portfolio that tilts toward small caps and Value stocks. Here well take a look at its components performance and the best ETFs to use in its implementation. // TIMESTAMPS: 00:00 - Intro 00:11 - What Is the Paul Merriman [--] Fund Portfolio 02:21 - Performance 02:57 - How To Build with ETFs 03:13 - Outro // SUMMARY: The Paul Merriman [--] Fund Portfolio as the name suggests is a lazy portfolio designed by Paul"
YouTube Link 2023-03-12T13:00Z 24.1K followers, [----] engagements

"The [--] Best EV ETFs To Invest in Electric Vehicles Electric vehicles (EVs) are here to stay and are surging in popularity so EV ETFs are also emerging to fill that thematic fund demand. Here well explore the best electric vehicles ETFs to capture this narrow group of stocks. // TIMESTAMPS: 00:00 - Intro 00:19 - Why Electric Vehicles ETFs 02:34 - DRIV 03:33 - IDRV 04:18 - HAIL 04:55 - KARS 05:43 - LIT 06:38 - Outro // SUMMARY: With electric car sales skyrocketing electric vehicles stocks have been outpacing the broader stock market. Tax incentives for EV owners stricter emissions standards"
YouTube Link 2022-02-26T15:00Z 24.6K followers, [----] engagements

"QQQ vs. SPY (and VOO) in [--] seconds #shorts (Nasdaq [---] vs. S&P 500) QQQ and SPY are two very different funds. QQQ from Invesco tracks the NASDAQ [---] Index. SPY from SPDR tracks the S&P [---] Index. QQQ is [---] stocks in a handful of sectors largely concentrated in tech. SPY is [---] stocks spread across all sectors. QQQ is already inside SPY comprising 42% by weight. SPY is already over 1/4 tech. QQQ is purely large cap growth stocks which are looking extremely expensive relative to history and fundamentals do not explain their expensiveness. SPY is basically the same thing as VOO from Vanguard;"
YouTube Link 2022-10-25T12:00Z 24K followers, [----] engagements

"Hindsight Bias in Investing Explained Hindsight bias is a cognitive bias that describes the tendency of people to convince themselves that they correctly predicted a past event or that their prediction was more accurate than it really was. I like to remind people that there's no way to know the perfect portfolio or investment ahead of time and that optimal portfolios can only be known in hindsight. Hindsight bias may hinder our ability to learn from our mistakes as we likely won't view them as mistakes or we may view those mistakes as less significant than they really were. This leads to"
YouTube Link 2024-04-12T22:00Z 24.7K followers, [---] engagements

"The [--] Best Small Cap Value ETFs (3 From Vanguard) New video here: https://youtu.be/zMRFNMFbGSM // TIMESTAMPS: 00:00 - Intro 00:25 - Why Small Cap Value Stocks 01:55 - IJS 02:22 - SLYV 02:49 - VIOV 03:24 - IWN 04:11 - VTWV 04:31 - VBR 05:12 - DLS 05:23 - Where to Buy 05:45 - Disclosure 06:10 - Disclaimer 06:41 - Outro // PARTIAL TRANSCRIPT: Small-cap value stocks have beaten every other style and cap size of stocks historically. Small-caps have outperformed large-caps historically and Value has outperformed Growth historically. These are known as the Size premium and the Value premium two of"
YouTube Link 2020-11-17T02:27Z 24.1K followers, 15.5K engagements

"ETFs vs. Mutual Funds - Which Is Better for You ETFs and mutual funds are two different types of investment products. But is one better than the other // TIMESTAMPS: 00:00 - Similarities 01:21 - Differences 03:42 - Which is Better // SUMMARY: An ETF - or Exchange Traded Fund - is simply a fund that trades on an exchange like a stock. A popular example is VOO from Vanguard which is an index fund that seeks to track the famous S&P [---] index. ETFs can also be actively managed such as ARKK or track a proprietary index such as SWAN. The first ETF launched in [----]. Mutual funds are a much older"
YouTube Link 2023-01-07T13:00Z 24K followers, [----] engagements

"How Often Should You Rebalance Your Portfolio // SUMMARY: How often should you rebalance your portfolio To put it simply annually is fine and the evidence says that anything more frequent is probably unnecessary and seems to have no objective benefit That is you can log in to your account once a year to rebalance Think of rebalancing like an oil change for your car For retirees with something like a traditional IRA which has required distributions you could make your annual withdrawal and rebalance at the same time If you happen to use a broker that still charges transaction fees you'd"
YouTube Link 2024-02-27T23:00Z 24.7K followers, [----] engagements

"SCHD vs. VYM Dividend ETFs from Schwab and Vanguard Two popular dividend-focused ETFs are the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard High Dividend Yield ETF (VYM). Lets compare them. Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - Intro 00:33 - Methodology 02:11 - Composition 02:36 - Performance 03:17 - Conclusion 03:52 - Outro // SUMMARY: First note that I dont chase dividends. But I recognize that many investors use dividends to supplement their current income particularly in retirement. Others just irrationally"
YouTube Link 2022-04-16T14:00Z 24.6K followers, [----] engagements

"M1 Finance NEW Dividend Investing Features Are Here (Sneak Peek Demo) Check out M1 here: https://optimizedportfolio.com/go/m1 Get my dividend portfolio here: http://optimizedportfolio.com/go/dividend-pie // TIMESTAMPS: 00:00 - Intro 00:11 - Feature to Direct and Reinvest Dividends 01:44 - New Dividend Tracker Interface 02:22 - Rollout Schedule 02:29 - My Dividend Portfolio 02:49 - Outro // SUMMARY: Dividend investors using M1 Finance will be happy to hear that the platform is introducing some major changes and improvements specific to dividends. One of the biggest requests from users has been"
YouTube Link 2024-06-26T22:26Z 24.7K followers, [----] engagements

"JPST vs. NEAR vs. MINT - Which ETF for Income Let's talk about income ETFs. In this video I'll discuss and compare JPST NEAR and MINT three very popular and similar actively managed short maturity bond ETFs designed for current income. // TIMESTAMPS: 00:00 - Intro 00:14 - Methodologies Yields and Fees 01:28 - Performance 02:13 - Conclusion // SUMMARY: JPST is the JPMorgan Ultra-Short Income ETF. It launched in [----] and has since become the most popular actively managed ETF in the world with nearly $25 billion in assets. NEAR is the BlackRock Short Maturity Bond ETF. It launched in [----] and"
YouTube Link 2023-11-12T16:00Z 24.7K followers, [----] engagements

"Michael Burry is Wrong About an Index Fund Bubble #shorts Watch the full video here: https://youtu.be/vkdxaizwGLo #stockmarketbubble #michaelburry // INVEST M1 Finance: https://optimizedportfolio.com/go/m1 My comprehensive review of M1 Finance: https://www.optimizedportfolio.com/m1-finance-review/ Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ Lazy Portfolios: https://www.optimizedportfolio.com/lazy-portfolios/ Beginners reference guide (updated regularly): https://www.optimizedportfolio.com/beginners-start-here/ Webull (for stock traders; get [--] free"
YouTube Link 2024-01-31T22:00Z 24.4K followers, [----] engagements

"Larry Swedroe Portfolio Review and ETFs To Use Get the Larry Portfolio here: https://optimizedportfolio.com/go/swedroe-23 The Larry Swedroe Portfolio or simply the Larry Portfolio was created by the legendary evidence-based investing author and advisor Larry Swedroe. Here well take a look at its components performance and the best ETFs to use in its implementation. // TIMESTAMPS: 00:00 - Intro - What Is the Larry Portfolio 01:31 - Who Is Larry Swedroe 02:17 - Larry Swedroe Portfolio Performance 04:35 - How To Build the Larry Portfolio with ETFs 05:15 - Outro // SUMMARY: The Larry Portfolio"
YouTube Link 2023-04-02T13:00Z 24.5K followers, [----] engagements

"Why Is Portfolio Rebalancing Important // SUMMARY: Why is rebalancing important Why not let the winners rise and The losers fall first Your target asset allocation has hopefully been set based on your personal goals time horizon and risk tolerance If the portfolio strays from that target allocation it no longer aligns with those things A misaligned portfolio is now either too aggressive or too conservative Either case is potentially problematic especially for retirees By not rebalancing your portfolio you are letting the markets determine its level of risk A classic 60/40 portfolio in 2003"
YouTube Link 2024-02-21T23:00Z 24.7K followers, [---] engagements

"AVMA ETF Review - Avantis 1-Fund Factor Portfolio (60/40 + Factors) In this video I'm reviewing AVMA a factor-tilted asset allocation ETF from Avantis with global stocks and bonds. // SUMMARY: I've made videos previously about factor investing diversification and asset allocation. Avantis has now combined all three in a single fund that they call their Moderate Allocation ETF. The ticker is AVMA. I previously covered AVGE the first fund of funds from Avantis which is global equities. But that's still only one asset class. But what about for the risk-averse investor or retiree Enter AVMA which"
YouTube Link 2024-05-05T17:00Z 24.7K followers, [----] engagements

"7 Best Small Cap ETFs for Small Cap Stocks in [----] Small cap stocks have delivered greater returns than large cap stocks historically. In this video we'll review some of the best small cap ETFs to capture that risk premium. // TIMESTAMPS: 00:00 - Intro 00:14 - Why Small Cap Stocks 01:11 - VB Vanguard Small-Cap ETF 01:29 - ISCB iShares Morningstar Small-Cap ETF 01:56 - IJR iShares Core S&P Small-Cap ETF 02:27 - VIOO Vanguard S&P Small-Cap [---] ETF 02:51 - SPSM SPDR Portfolio S&P [---] Small Cap ETF 03:12 - SCHA Schwab U.S. Small-Cap ETF 03:41 - VSS Vanguard FTSE All-World ex-US Small-Cap ETF"
YouTube Link 2024-06-09T17:00Z 24.7K followers, 21.9K engagements

"7 Best ETFs for Bear Markets & Recessions (Defensive) Bear markets recessions and market downturns are largely unpredictable by their very nature. Here well look at the best defensive ETFs to weather the storms and survive or even thrive during periods of market turmoil. // TIMESTAMPS: 00:00 - Intro 00:17 - Being Defensive During Bear Markets 01:33 - FUTY 02:08 - VDC 03:04 - VGIT 04:02 - SGOL 04:45 - TAIL 05:26 - USMV 06:03 - SH 06:36 - Outro // SUMMARY: Attempting to time the market predicting bear markets and recessions is usually more harmful than helpful. What we can do however is prepare"
YouTube Link 2022-03-04T16:00Z 24.5K followers, 24.3K engagements

"AVGE ETF Review Avantis All Equity Markets ETF AVGE is a new ETF from Avantis that is a single fund solution for the global stock market investor who also wants to factor tilt. Lets review it. // SUMMARY: Previously the global equities investor who also wanted factor tilts had to use multiple ETFs. This usually looked like VT the plain global stock market ETF from Vanguard combined with one or several small cap value ETFs (e.g. VIOV AVUV etc.) or some combination of broad market funds from Avantis themselves such as AVUS and AVDE. Simplicity in ones portfolio can be extremely valuable and its"
YouTube Link 2022-12-17T14:00Z 24.7K followers, [----] engagements

"Is VTI a Good Investment (U.S. Stocks) #shorts Watch the full video here: https://youtu.be/bVJQqiKokOk So is VTI a good investment Of course. VTI is indeed a good investment in the sense that stocks in general tend to be a good investment. After all VTI is the entire US stock market. Historically it has had an annualized return of about 10% with volatility of about 15%. VTI is a great one-fund solution for US investors to be well-diversified across styles and cap sizes. Don't mistake this broad diversification as meaning VTI is low risk though. Stocks are risky investments by their very"
YouTube Link 2024-01-22T17:00Z 24.5K followers, [----] engagements

"IEMG vs. VWO - Which ETF for Emerging Markets Here we look at [--] index ETFs for Emerging Markets stocks IEMG from iShares and VWO from Vanguard. // TIMESTAMPS: 00:00 - Methodology and Composition 01:28 - Performance 01:39 - Conclusion // SUMMARY: IEMG and VWO are the two most popular ETFs for Emerging Markets. IEMG is from iShares. VWO is from Vanguard. IEMG tracks the MSCI Emerging Markets Investable Market Index. VWO tracks the FTSE Emerging Markets All Cap China A Inclusion Index. IEMG has an expense ratio of 0.09%. VWO is slightly cheaper at 0.08%. IEMG has about [----] holdings. VWO has"
YouTube Link 2022-10-08T12:00Z 24.3K followers, [----] engagements

"Municipal Bonds Explained (Tax Free Bonds) Municipal bonds or munis are bonds issued to investors by states and municipalities to pay for infrastructure and operating expenses. Muni bonds are popular among high income earners because their interest payments are exempt from federal and some state taxes. Public-purpose munis are specifically free from the alternative minimum tax called AMT-free. Municipal bonds are more correlated with stocks than treasury bonds but less correlated than corporate bonds. Muni bonds also have a much lower default rate than corporate bonds. If yield is a concern"
YouTube Link 2023-12-29T21:00Z 24.7K followers, [----] engagements

"The Best Vanguard Dividend Funds [--] Popular ETFs Dividend funds are a popular way to access immediate diversification with dividend stocks. Vanguard has some of the lowest-cost ETFs around. Here well explore the best Vanguard dividend funds. // TIMESTAMPS: 00:00 - Intro 00:10 - Why Dividend Stocks 00:35 - VIG 01:01 - VYM 01:25 - VIGI 01:46 - VYMI 02:08 - Outro // SUMMARY: Dividend stocks are popular amongst income investors and retirees looking to use dividends as regular income. Others seek companies with a historically growing dividend as a sign of a strong stable company in which to invest."
YouTube Link 2022-07-23T13:00Z 24.4K followers, [----] engagements

"Bogleheads [--] Fund Portfolio - A Simple Effective Investing Strategy Get this portfolio here: https://optimizedportfolio.com/go/bh-2-fund A Bogleheads [--] Fund Portfolio is a simpler implementation of the popular Bogleheads [--] Fund Portfolio that is globally diversified in stocks and bonds. Here well look at its components and the best ETFs to use for it in [----]. // TIMESTAMPS: 00:00 - Intro 00:12 - What Is the Bogleheads [--] Fund Portfolio 02:24 - How To Build the Bogleheads [--] Fund Portfolio with ETFs 02:40 - Outro // SUMMARY: The Bogleheads [--] Fund Portfolio is just a simpler version of the"
YouTube Link 2023-04-16T13:00Z 24.3K followers, [----] engagements

"SGOV vs. BIL Which ETF for U.S. T-Bills SGOV and BIL are two popular ETFs for U.S. Treasury Bills. Is there a clear choice Lets compare them. // SUMMARY: Treasury bills or T-bills for short are just ultra-short-term bonds from the U.S. government. These short bonds with maturities of less than a year are called bills. T-bills are referenced as the risk-free asset because they are backed by the full faith and credit of the United States government and thus have no liquidity risk or default risk. T-bills are looking particularly attractive right now in early [----] because interest rates are"
YouTube Link 2023-04-30T14:00Z 24.7K followers, 23.9K engagements

"SARK ETF - Inverse ARKK ETF To Bet Against Cathie Wood The SARK ETF allows investors to directly bet against Cathie Wood by aiming to deliver the inverse return of her ARKK ETF. It has returned a whopping 95% in a little over a year. Lets check it out. // SUMMARY: Cathie Wood is at the helm of ARK Invest whose flagship fund ARKK the ARK Innovation ETF saw record inflows after it returned 153% in [----]. Savvy investors knew it was probably due for a turnaround and in late [----] Tuttle Capital Management brought that sentiment to market with the SARK ETF which trades on the Nasdaq exchange and"
YouTube Link 2023-02-11T14:00Z 24.4K followers, [----] engagements

"Meb Faber Ivy Portfolio Review and ETFs To Use Get the Ivy Portfolio here: http://optimizedportfolio.com/go/ivy The Ivy Portfolio from Meb Faber is based on the endowment funds of Ivy League schools. Here well take a look at its components and the best ETFs to use in its construction. // TIMESTAMPS: 00:00 - Intro 00:09 - What Is the Ivy Portfolio 01:03 - Performance 02:03 - How To Construct with ETFs 02:43 - Outro // SUMMARY: The Ivy Portfolio is the product of the famous Meb Faber researching the highly-successful endowment funds of Harvard and Yale. He presents a simple equally weighted"
YouTube Link 2022-06-18T13:00Z 23.8K followers, [----] engagements

"Should You Invest in International Stocks Yes. Here's Why. The U.S. stock market isn't always king and it doesn't really matter if it has been historically. Here I'll explain why that's the case and why it's probably a prudent idea for U.S. investors to also invest in international stocks. // TIMESTAMPS: 00:00 - Intro - International Diversification 01:27 - U.S. Companies Get Revenues From Abroad 03:16 - Performance 10:24 - Risks and Overcoming Biases 13:30 - Conclusion // SUMMARY: Make no mistake that the U.S. stock market usually dominates the global market in terms of sheer size. At their"
YouTube Link 2023-06-18T16:00Z 24.1K followers, 25.2K engagements

"Should You Invest Like a Hedge Fund Here we'll explore what hedge funds are and why you may or may not want to invest like one. // TIMESTAMPS: 00:00 - Intro 00:08 - What Is a Hedge Fund 02:02 - Should You Invest Like a Hedge Fund // SUMMARY: A hedge fund is quite literally in its simplest explanation a fund that holds different assets as hedges to each other in an attempt to preserve or enhance returns while lowering volatility and risk. This usually means these different assets are uncorrelated or negatively correlated meaning they move up at different times. Hedge funds originally got their"
YouTube Link 2024-02-11T18:00Z 24.7K followers, [----] engagements

"Target Date ETFs Are Here - The Simplest Investment Target date ETFs are here. Previously you could only get a target date fund in the form of a mutual fund. Now the enormous asset manager BlackRock has launched the industry's first lineup of target date ETFs. // SUMMARY: Anne Ackerley Head of Retirement at BlackRock commented that This product innovation will make saving for retirement even more accessible at a time when Americans are less confident about their retirement readiness than ever before. According to a study from BlackRock themselves 40% feel off-track to retire. The iShares"
YouTube Link 2023-10-29T15:00Z 24.2K followers, [----] engagements

"7 Best Covered Call ETFs for Income (QYLD JEPI + More) Covered calls are options sold on owned investments to generate current income. Here we'll review the best covered call ETFs. // TIMESTAMPS: 00:00 - Intro 00:06 - What Are Covered Call ETFs 00:21 - QYLD 01:05 - XYLD 01:41 - RYLD 02:23 - DIVO 03:19 - JEPI 04:08 - KNG 04:50 - PBP 05:44 - Performance Comparison 07:23 - Conclusion and Outro // SUMMARY: Covered call ETFs own stocks typically from some underlying index and sell call options on them to generate income. The call option written is considered covered because the underlying security"
YouTube Link 2023-06-25T16:00Z 24.1K followers, [----] engagements

"Alexander Green Gone Fishin Portfolio Review & ETFs The Gone Fishin' Portfolio from Alexander Green is composed of [--] different assets. Here we'll check out its components historical performance my review proposed modifications and suggested ETFs for its implementation. Get this portfolio here: http://optimizedportfolio.com/go/gone-fishin-portfolio Get my modified version here: http://optimizedportfolio.com/go/gone-fishin-modified // TIMESTAMPS: 00:00 - Intro 00:11 - Who Is Alexander Green 00:47 - What Is the Gone Fishin' Portfolio 02:44 - Performance 03:35 - The Good 04:14 - The Not So Good"
YouTube Link 2023-06-11T15:00Z 24.1K followers, [----] engagements

"3 Best Convertible Bond Funds and Why You Shouldnt Buy Them Convertible bonds are a somewhat rare but interesting asset type. Here well explore what they are how to buy them using ETFs for the best convertible bond funds and why you might (not) want them. // TIMESTAMPS: 00:00 - Intro - What Are Convertible Bonds 02:14 - CWB 02:44 - ICVT 03:16 - FCVT 03:54 - Should You Buy Convertible Bonds 06:34 - Conclusion & Outro // SUMMARY: As the name suggests convertible bonds are corporate bonds issued by companies that are able to be converted to shares of common stock. Convertible bonds are a hybrid"
YouTube Link 2023-01-28T14:00Z 24.3K followers, [----] engagements

"Bogleheads [--] Fund Portfolio Review and Vanguard ETFs To Use Get this portfolio here: https://optimizedportfolio.com/go/bh-4-fund The Bogleheads [--] Fund Portfolio is globally diversified across stocks and bonds. Here well investigate its components historical performance and the best ETFs to use in its implementation. // TIMESTAMPS: 00:00 - Intro 00:15 - What is the Bogleheads [--] Fund Portfolio 01:01 - Why International Stocks 02:27 - Allocations 03:06 - Performance 03:32 - ETFs 04:08 - Outro and Disclosure // SUMMARY: The Bogleheads [--] Fund Portfolio is simply the Bogleheads [--] Fund Portfolio"
YouTube Link 2022-02-23T00:00Z 24.7K followers, [----] engagements

"Traditional IRA Explained in [--] Minutes (Tax-Deferred Retirement Account) Open a Traditional IRA here: https://optimizedportfolio.com/go/m1 In this video I'll explain what a Traditional IRA is who they're for when to contribute and where why and how to open one. // TIMESTAMPS: 00:00 - Intro 00:07 - What Is a Traditional IRA 00:31 - Who Can Contribute To a Traditional IRA 00:43 - How Does a Traditional IRA Work 02:11 - Traditional IRA Investments 02:27 - When To Contribute To a Traditional IRA 02:52 - Traditional IRA Income and Contribution Limits for [----] 03:51 - Recap 04:09 - Traditional IRA"
YouTube Link 2024-01-21T16:00Z 24.6K followers, 33.2K engagements

"Roth IRA Limits for [----] Eligibility to contribute to a Roth IRA is determined by your modified adjusted gross income or MAGI for short at this time in [----] The annual contribution limit for individuals for a Roth IRA is $7000 if below age [--] and $8000 if age [--] or older up from $6500 and $7500 respectively for [----] A working spouse can also make contributions for a non-working or low earning spouse as long as the sum of both spouse's contributions does not exceed the sum of their incomes The current annual income limits to be eligible to contribute to a Roth IRA in [----] are $161000 if single"
YouTube Link 2024-01-17T21:00Z 24.6K followers, [----] engagements

"7 Best Vanguard ETFs To Buy in [----] for Low-Fee Index Investing Vanguard provides some of the most popular lowest cost ETFs out there. Here we'll look at the best Vanguard ETFs to buy in [----] for low-fee index investing. // TIMESTAMPS: 00:00 - Intro - Vanguard ETFs 00:07 - VOO - Vanguard S&P [---] ETF 00:34 - VTI Vanguard Total Stock Market ETF 01:04 - VXUS Vanguard Total International Stock ETF 01:38 - VT Vanguard Total World Stock ETF 02:04 - BND Vanguard Total Bond Market ETF 02:36 - BNDX Vanguard Total International Bond ETF 02:49 - BNDW Vanguard Total World Bond ETF 03:10 - Bogleheads 3"
YouTube Link 2024-01-28T16:00Z 24.5K followers, [----] engagements

"What Is a Leveraged ETF and How Do They Work Leveraged ETFs allow investors to increase exposure without additional capital outlays. In this video well explore what leveraged ETFs are how they work and why you might want to use them. // TIMESTAMPS: 00:00 - Intro 00:26 - What Is a Leveraged ETF 01:42 - How Do Leveraged ETFs Work 04:29 - Conclusion - How To Use Leveraged ETFs 06:07 - Disclosure 06:33 - Disclaimer 07:04 - Outro // PARTIAL TRANSCRIPT: A leveraged ETF as the name suggests is an ETF (exchange-traded fund) that allows investors to utilize leverage in their portfolio. Leverage simply"
YouTube Link 2020-12-14T15:12Z 24.3K followers, [----] engagements

"Harry Browne Permanent Portfolio Review and ETFs To Use Get this portfolio here: https://optimizedportfolio.com/go/permanent-23 The Harry Browne Permanent Portfolio is a simple straightforward lazy portfolio consisting of [--] equally-weighted assets. In this video well look at its components historical performance and the best ETFs to use in its implementation. // TIMESTAMPS: 00:00 - Intro 00:13 - What Is the Permanent Portfolio 01:10 - Permanent Portfolio Review 05:30 - Performance 06:16 - Permanent Portfolio vs. Golden Butterfly Portfolio 07:47 - Permanent Portfolio vs. All Weather Portfolio"
YouTube Link 2022-03-14T15:00Z 21.5K followers, [----] engagements

"The [--] Best Small Cap ETFs (4 From Vanguard) Small-cap stocks have delivered greater returns than large-cap stocks historically. In this video well review the [--] best small-cap ETFs to capture that risk premium. // TIMESTAMPS: 00:00 - Intro 00:19 - Why Small Caps 00:59 - VB 01:27 - VBR 01:55 - VBK 02:06 - IJR 02:23 - SCHA 02:51 - IWM 03:04 - VSS 03:30 - DLS 03:49 - Where to Buy These ETFs 04:10 - Disclosure 04:36 - Disclaimer 05:07 - Outro // PARTIAL TRANSCRIPT: Small-cap stocks account for roughly 10% of a total market index fund by weight. Many investors like to overweight or tilt small-cap"
YouTube Link 2020-11-15T04:21Z 24.1K followers, [----] engagements

"Bogleheads [--] Fund Portfolio Review & Vanguard ETFs To Use Get this portfolio here: http://optimizedportfolio.com/go/bh-3-fund The Bogleheads [--] Fund Portfolio is arguably the most popular lazy portfolio out there. Here well investigate its components historical performance and the best ETFs to use in its implementation. // TIMESTAMPS: 00:00 - Intro 00:27 - What is the Bogleheads [--] Fund Portfolio 02:08 - Why Index Funds 03:04 - Why International Stocks 03:43 - Bogleheads [--] Fund Portfolio Benefits 04:20 - Asset Selection 06:29 - Why No International Bonds 09:14 - Historical Performance 10:16 -"
YouTube Link 2020-12-14T05:27Z 23.8K followers, 77.7K engagements

"13 Best Small Cap Value ETFs to Maximize Portfolio Growth Small cap value stocks have outperformed every other segment of the market historically. Here well review the [--] best small cap value ETFs. Stick around 'til the end when I give my [--] specific picks for U.S. ex-US Developed Markets and Emerging Markets small cap value stocks respectively. // TIMESTAMPS: 00:00 - Intro - Why Small Cap Value Stocks 01:31 - IJS 01:52 - SLYV 02:15 - VIOV 02:45 - AVUV 03:56 - DFSV 04:22 - IWN 05:18 - VTWV 05:33 - VBR 06:08 - ISCV 06:30 - DLS 07:28 - AVDV 08:02 - DGS 08:37 - AVES 09:20 - Conclusion & Outro //"
YouTube Link 2023-03-05T14:00Z 24.3K followers, 24.7K engagements

"Jack Bogle Was Wrong About These [--] Things Jack Bogle founded Vanguard and was considered the father of index investing but he did have a few takes on things that werent quite right. // TIMESTAMPS: 00:00 - Intro - Who Is Jack Bogle 01:09 - ETFs 02:13 - Corporate Bonds 03:26 - International Stocks 05:54 - Recap & Outro // SUMMARY: Humans have a tendency to latch onto specific people and believe everything they say is true without assessing the content of each piece of information or advice on its own merits. This is known as authority bias. Investors tend to do this with figures like Warren"
YouTube Link 2022-12-10T14:00Z 23.9K followers, [----] engagements

"VEA vs. VWO vs. VXUS Which ETF for International Stocks Three of the most popular international ETFs are Vanguards VWO VEA and VXUS. Is there one that reigns supreme to hold alongside U.S. stocks // SUMMARY: Index investors in the U.S. usually know its a good idea to diversify in equities outside the United States. At global market weights U.S. stocks only comprise about half of the global market. International stocks dont move in perfect lockstep with U.S. stocks offering a diversification benefit. If U.S. stocks are declining international stocks may be doing well and vice versa. VEA is"
YouTube Link 2022-05-01T14:00Z 24.7K followers, 22.8K engagements

"VIG vs. VOO & VTI - Dividend Growth ETF vs. S&P [---] & Total Stock Market VIG is Vanguard's dividend growth ETF. VOO and VTI are their broad market index funds for the S&P [---] Index and total U.S. stock market respectively. Let's compare them. // TIMESTAMPS: 00:00 - Intro 00:10 - Methodologies 00:29 - VIG 01:07 - VOO 01:24 - VTI 01:55 - Comparison 02:45 - Performance 02:54 - AUM and Fees 03:19 - Conclusion & Outro // SUMMARY: We can compare VIG to both VOO and VTI at the same time as VTI is the total U.S. stock market and VOO being the S&P [---] is a sufficient barometer for the entire U.S."
YouTube Link 2024-02-18T18:00Z 24.7K followers, [----] engagements

"Inverse Cramer ETF (SJIM) - Bet Against Jims Stock Picks Jim Cramers stock picking advice has historically been pretty terrible. Now you may be able to make money betting against that advice with the inverse Cramer ETF. // SUMMARY: Jim Cramer is the loud and obnoxious TV personality yelling at you to buy or sell specific stocks while pressing buttons to generate cheesy and annoying sound effects on CNBCs Mad Money segment. Hes probably one of the most widely known stock pickers out there. Ironically hes probably more famous among investing circles for being mocked for his antics and bad"
YouTube Link 2023-02-07T15:00Z 24.7K followers, [----] engagements

"5 Best Mid Cap ETFs to Invest in Mid Cap Stocks in [----] Mid-cap stocks have exhibited higher returns than large-caps historically and are often referred to as the "forgotten size segment" or the "orphaned index." In this video we'll go over the [--] best mid cap ETFs to capture the middle child of the market and stick around 'til the end for my pick of the best fund on the list. // TIMESTAMPS: 00:00 - Intro 00:19 - [--] - VO - Vanguard Mid-Cap ETF 00:49 - [--] - IWR - iShares Russell Mid-Cap ETF 01:24 - [--] - SCHM - SCHM Schwab US Mid-Cap ETF 01:46 - [--] - IJH - iShares Core S&P Mid-Cap ETF 02:12 - [--] -"
YouTube Link 2024-08-25T16:00Z 24.7K followers, 13.4K engagements

"AVGV ETF Review - Avantis All Equity Markets Value ETF AVGV is a new ETF from Avantis that is a single fund solution for the global stock market investor who wants to go all in on Value stocks. I review it here. // SUMMARY: If you've arrived here I'd guess you already know Avantis is one of the best names in the biz for factor funds that Value has the most robust statistical evidence of all equity risk factor premia and that global diversification in stocks is probably a prudent idea. In March [----] Avantis filed for a new fund for global value stocks for which the ticker is AVGV. AVGV just"
YouTube Link 2023-07-09T15:00Z 24.7K followers, [----] engagements

"VIG vs. VYM Which Vanguard Dividend ETF Two of the most popular dividend-oriented ETFs are the Vanguard Dividend Appreciation ETF (VIG) and the Vanguard High Dividend Yield ETF (VYM). Lets compare them. Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - Intro 00:42 - Selection Methodology 01:31 - VIG vs. DGRO 02:08 - SCHD vs. VYM 03:08 - Composition 03:40 - Performance Backtest 04:30 - Factor exposure 05:12 - Conclusion 05:41 - Where to buy these ETFs 06:03 - Disclosure 06:29 - Disclaimer 06:59 - Outro // PARTIAL TRANSCRIPT: The"
YouTube Link 2020-11-07T03:50Z 24.7K followers, 19.7K engagements

"JEPI ETF Review - Is JEPI a Good Investment JEPI is a covered call ETF for the S&P [---] Index designed to mitigate volatility and generate income. I review it here. // TIMESTAMPS: 00:00 - What Is JEPI and How Does It Work 01:32 - JEPI vs. DIVO 03:04 - Is JEPI a Good Investment // SUMMARY: JEPI is an income ETF from J.P. Morgan. Its called the JPMorgan Equity Premium Income ETF. In a nutshell JEPI is holding a basket of low-volatility stocks selected from the S&P [---] Index (the largest [---] U.S. companies) on which it sells covered call options to generate income. This fund launched in mid-2020"
YouTube Link 2022-08-16T13:00Z 24.7K followers, 17.9K engagements

"RSP ETF Review - Is Equally Weighting Stocks a Good Idea RSP is an interesting and extremely popular fund that equally weights companies in the S&P [---]. Is it a good investment I review it here. RSP Replication pie for M1 Finance: https://optimizedportfolio.com/go/rsp // TIMESTAMPS: 00:00 - Intro - What Why and How 01:46 - Is RSP a Good Investment 05:34 - Conclusion and Outro // SUMMARY: RSP is the Invesco S&P [---] Equal Weight ETF. It launched in early [----]. As the name suggests the fund simply takes all the stocks in the S&P [---] Index and weights them equally as opposed to the indexs"
YouTube Link 2022-06-29T13:00Z 24.7K followers, [----] engagements

"QQQ vs. QQQM - Which ETF for the Nasdaq [---] Index #shorts Watch the full video here: https://youtu.be/KnE-f0li16A Read the blog post here: https://www.optimizedportfolio.com/qqq-vs-qqqm/ QQQ has a fee of 0.20% or [--] basis points while QQQM is cheaper at 0.15% or [--] basis points. If you're using a tax-advantaged account and you currently own QQQ switch to QQQM. Period. Day traders on the other hand will appreciate the much greater liquidity and smaller spread of QQQ. Specifically the average spread on QQQ is [--] cent compared to [--] cents for QQQM. Invesco's launch of QQQM is a response to the"
YouTube Link 2023-12-28T21:00Z 24.7K followers, 15K engagements

"Forget Savings Accounts. Use This New ETF Instead. (BOXX ETF Review) What if I told you theres a way to get the risk-free return of T-bills but in a way thats more tax-efficient than buying T-bills directly or buying a T-bills fund Here I review the BOXX ETF and why you might want to consider it over your favorite T-bills ETF or money market fund for your cash management needs. // TIMESTAMPS: 00:00 - Intro 00:15 - Cash-Equivalent Investments and Taxes 01:33 - BOXX - Alpha Architect 1-3 Month Box ETF 02:12 - Box Spreads 04:26 - Risks 05:02 - Taxes 06:00 - Performance and Fees 06:36 -"
YouTube Link 2024-02-25T18:00Z 24.7K followers, 23.9K engagements

"PFIX - The Best ETF for Rising Interest Rates PFIX is an ETF from Simplify to hedge against upward interest rate changes and volatility. It returned a whopping 92% in [----]. But is it a good investment for [----] I review it here. // TIMESTAMPS: 00:00 - Intro 00:13 - What PFIX Is and How It Works 01:52 - Interest Rates Fed Rate Hikes and the PFIX ETF 03:02 - Is PFIX a Good Investment // SUMMARY: PFIX from Simplify launched in mid-2021 and has quickly amassed over $330 million in assets. PFIX uses over-the-counter (OTC) interest rate options to provide direct convex exposure to upward movements"
YouTube Link 2023-02-04T14:00Z 24.7K followers, [----] engagements

"Vanguard Small Cap ETF Showdown VB vs. VIOO vs. VTWO Vanguard offers several popular small cap ETFs namely VB VIOO and VTWO. Is there one that reigns supreme Let's find out. // TIMESTAMPS: 00:00 - Intro - What We're Looking For 01:18 - VB 01:51 - VTWO 02:19 - VIOO 03:04 - Conclusion 04:06 - Outro // SUMMARY: First lets break down VB. Its called the Vanguard Small-Cap ETF. The fund seeks to track the CRSP US Small Cap Index. This index is pretty simple; its just the bottom 2-15% of the investable U.S. stock universe by market cap. This means VB actually ends up skewing mid-cap with a weighted"
YouTube Link 2022-12-03T14:00Z 24.7K followers, [----] engagements

"Mental Accounting Bias of Dividend Investing Explained Mental accounting bias. Mental accounting refers to applying different subjective values to the same amount of money. Humans tend to organize and classify finances in different groups based on their origin or intended purpose. I see mental accounting bias often when talking to dividend investors. The irrational preference for dividend stocks for the sake of the dividend per se is a mental accounting fallacy. Dividend investors even if they realize dividends aren't free money tend to view the dividend payment as separate income. We know"
YouTube Link 2024-04-15T21:00Z 24.7K followers, [----] engagements

"3 Best Municipal Bond ETFs for Tax-Free Income (VTEB + More) Municipal bonds offer tax-free interest and are beneficial for very high income earners. Here well look at the best municipal bond ETFs. // TIMESTAMPS: 00:00 - Intro - Why Municipal Bonds 01:09 - MUB 01:34 - VTEB 01:57 - SHM 02:25 - Outro // SUMMARY: Why Municipal Bonds Municipal bonds or munis are bonds issued to investors by states and municipalities to pay for infrastructure and operating expenses. Muni bonds are popular among high income earners because their interest payments are exempt from federal and some state taxes."
YouTube Link 2022-12-31T14:00Z 24.7K followers, 23.5K engagements

"The [--] Best Treasury Bond ETFs (2 From Vanguard) for [----] Treasury bonds are usually the best tool for downside protection and volatility reduction in a diversified investment portfolio alongside stocks. Here well look at the best treasury bond ETFs. // TIMESTAMPS: 00:00 - Intro - Why Treasury Bonds 01:45 - SGOV 02:14 - CLTL 02:33 - SCHO 02:57 - SCHR 03:15 - IEF 03:37 - GOVT 04:02 - TLH 04:26 - VGLT 04:44 - TLT 05:04 - EDV 05:25 - Outro // SUMMARY: The federal government issues bonds to investors to pay for operating costs in running the country. Because theyre guaranteed by the full faith"
YouTube Link 2023-04-26T13:00Z 24.7K followers, 53.6K engagements

"T-Bills Explained in [--] seconds (Treasury Bills) Watch the full video here: https://youtu.be/2V0dtUqHWXQ T Bills short for treasury bills are just ultra-short-term bonds from the U.S. government. These short bonds with maturities of less than a year are called bills. Because theyre backed by the full faith and credit of the U.S. government they possess no liquidity risk credit risk or default risk inherent of corporate bonds. As such T Bills are quite literally the risk-free asset as theyre called. These special seemingly boring bonds are considered a cash equivalent. At this point you might"
YouTube Link 2023-12-19T22:00Z 24.7K followers, 26K engagements

"Familiarity Bias and Home Country Bias in Investing Familiarity bias and home country bias. In the context of investing familiarity bias describes a tendency to invest in things we're familiar with and avoid uncertainty. As you can imagine this works directly against the idea of diversification and can pose a concentration risk. Here are some examples. An investor may irrationally choose to only invest in companies whose products they use on a daily basis which would likely have them missing out on exposure to some sectors altogether. An investor may only prefer mega-cap stocks that are"
YouTube Link 2024-03-28T23:00Z 24.7K followers, [---] engagements

"Recency Bias in Investing Explained in [--] Seconds Recency bias is another one that rears its ugly head. Often it describes the tendency to pay attention to and give more weight to outcomes that occurred in the recent past when in many cases they shouldn't be considered any more important than those that happened in the distant past. Researchers found that the global financial crisis of [----] fueled increased trading and that trading resulted in worse performance outcomes for those traders. These investors who have seen crashes in bear markets sold their investments in a panic because they"
YouTube Link 2024-03-22T22:00Z 24.7K followers, [----] engagements

"5 Best REIT ETFs To Invest in Real Estate (VNQ VNQI & More) REITs are used as an important diversifier in long-term investment portfolios. Below well check out the best REIT ETFs to get exposure to the real estate market. // TIMESTAMPS: 00:00 - Intro 00:22 - What are REITs and Why Should You Invest in Them 01:05 - VNQ 01:31 - VNQI 01:57 - SCHH 02:18 - USRT 02:34 - REZ 03:00 - Where to Buy These ETFs 03:21 - Disclosure 03:47 - Disclaimer 04:18 - Outro // PARTIAL TRANSCRIPT: Real Estate Investment Trusts or REITs for short are an efficient and effective way to get exposure to the real estate"
YouTube Link 2020-11-09T01:59Z 24.7K followers, 23.8K engagements

"VOO vs. VOOV vs. VOOG Vanguard S&P [---] Value or Growth While these [--] ETFs from Vanguard look very similar based on their tickers they are in fact very different. Here I explore VOO VOOV and VOOG. // TIMESTAMPS: 00:00 - Intro 00:29 - Methodology 03:28 - Historical Performance 04:25 - Sector Composition 04:37 - AUM & Fees 05:04 - Conclusion 06:39 - Outro // SUMMARY: - VOO VOOV and VOOG are all popular index funds from Vanguard. - VOO tracks the S&P [---] Index. VOOV tracks the S&P [---] Value Index. VOOG tracks the S&P [---] Growth Index. - That is VOOV is roughly half of VOO and VOOG is the other"
YouTube Link 2022-02-20T17:15Z 24.7K followers, 29.8K engagements

"DFSV vs. AVUV - DFA vs. Avantis US Small Cap Value ETF DFSV and AVUV are two relatively new ultra-targeted factor ETFs from Dimensional (DFA) and Avantis respectively for U.S. small cap value stocks. I compare them here. // TIMESTAMPS: 00:00 - Intro 00:09 - Brief Recap on Factors 00:53 - Dimensional Fund Advisors (DFA) and Avantis 02:00 - The Case for DFSV and AVUV 03:01 - Factor Loadings 03:22 - Performance 03:37 - Conclusion - DFSV or AVUV // SUMMARY: DFSV from Dimensional which launched in early [----] is the new ETF counterpart for their mutual fund DFSVX that was established in [----]. AVUV"
YouTube Link 2023-07-02T15:00Z 24.7K followers, [----] engagements

"SCHD vs. VIG - Schwab Dividend ETF or Vanguard Dividend Growth ETF Two popular dividend-focused ETFs are the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Dividend Appreciation ETF (VIG) but they differ more than you may realize. Let's compare them. Get my dividend portfolio here: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - Intro 00:12 - SCHD ETF Methodology 00:37 - VIG ETF Methodology 01:02 - Factors and Yield 01:18 - Sector Composition of SCHD and VIG 01:41 - Performance Backtest of SCHD vs. VIG 02:02 - Conclusion // SUMMARY: - SCHD and VIG"
YouTube Link 2023-09-17T15:00Z 24.7K followers, 12.2K engagements

"VOO vs. VTI Vanguards S&P [---] and Total Stock Market ETFs Two of the most popular stock market index ETFs are the Vanguard S&P [---] ETF (VOO) and the Vanguard Total Stock Market ETF (VTI). Here well dive into their differences similarities and performance. // TIMESTAMPS: 00:00 - Intro 00:46 - Methodology & Composition 02:45 - Performance 03:45 - Recap 04:48 - Conclusion 06:38 - Disclosure 07:04 - Disclaimer 07:35 - Outro // SUMMARY: - VOO and VTI are the two most popular U.S. stock market ETFs out there. Both are from Vanguard. - VOO tracks the S&P [---] Index. VTI tracks the CRSP US Total"
YouTube Link 2022-02-15T03:08Z 24.7K followers, [----] engagements

"SCHD vs. VYM in [--] seconds #shorts SCHD and VYM are two popular dividend-yield-focused ETFs from Schwab and Vanguard respectively. SCHD launched in [----] and VYM launched in [----]. Both are very affordable with the same fee of 0.06%. Both are very popular and have significant AUM but VYM is slightly more popular than SCHD. SCHD looks for high-quality companies with a sustainable dividend via profitability screens. VYM is comprised of higher-than-average-dividend-yield stocks excluding REITs. It doesnt care too much about quality. Since SCHDs inception in [----] it has delivered a higher return"
YouTube Link 2022-05-14T14:00Z 24.6K followers, [----] engagements

"3 Hedge Fund ETFs To Invest Like the Rich In this video I go over [--] hedge fund ETFs to invest like the rich do. // TIMESTAMPS: 00:00 - Intro - Hedge Fund ETFs 00:33 - RPAR Risk Parity ETF 01:18 - QAI - IQ Hedge Multi-Strategy Tracker ETF 01:54 - MNA - IQ Merger Arbitrage ETF 02:41 - Should You Invest Like a Hedge Fund // SUMMARY: Hedge funds are considered an alternative investment thus these hedge fund ETFs are classified as alternative ETFs also colloquially known as liquid alts due to their greater tradability compared to hedge funds. Methodologies among hedge fund ETFs vary; some funds"
YouTube Link 2024-03-24T17:00Z 24.7K followers, [----] engagements

"The [--] Best Gold ETFs for [----] (GLD IAU & more) Gold is a popular diversifier in investment portfolios to reduce volatility and risk and to hedge against inflation currency devaluation and uncertainty. Here we explore the best gold ETFs to get exposure to the shiny metal for [----]. // TIMESTAMPS: 00:00 - Intro - Why Gold 01:34 - GLD 02:00 - IAU 02:17 - GLDM 02:37 - SGOL 02:59 - IAUM 03:31 - UGL 03:48 - GDX 04:24 - Outro // SUMMARY: If youve landed here you probably already know why you want to buy gold. Essentially gold is uncorrelated to both stocks and bonds so it inarguably at least provides"
YouTube Link 2022-06-22T13:00Z 24.7K followers, 80.8K engagements

"Tracking Error Regret Explained in [--] Seconds Tracking error regret refers to the regret that investors may feel if their particular strategy underperforms a benchmark over some time period. This regret can be dangerous because it can lead to financially harmful things like market timing emotional trading or switching to a different investing strategy altogether at precisely the wrong time. Remember that your asset allocation should match your personal time horizon risk tolerance and financial objectives. What is right for you may not be and probably isn't right for someone else. Sadly"
YouTube Link 2024-04-03T22:00Z 24.7K followers, [---] engagements

"Couch Potato Portfolio (Scott Burns) Review and ETFs U.S. Couch Potato Portfolio: https://optimizedportfolio.com/go/couch-potato Global Couch Potato Portfolio: https://optimizedportfolio.com/go/couch-potato-global The Couch Potato Portfolio was created by investing writer Scott Burns. Here well take a look at its components historical performance and the best ETFs to use in its execution. // TIMESTAMPS: 00:00 - Intro 00:19 - What Is the Couch Potato Portfolio 05:22 - Performance 06:21 - Constructing the Couch Potato Portfolio Using ETFs 06:38 - Going Global with Stocks 07:00 - Outro //"
YouTube Link 2022-06-04T13:00Z 24.7K followers, [----] engagements

"9 Avantis ETFs for Factor Investing (Review) Avantis is a new asset management firm created by former Dimensional Fund Advisors employees. Here well review [--] Avantis ETFs for targeted low-cost factor investing. // TIMESTAMPS: 00:00 - Intro - Avantis ETFs 01:22 - AVUS 02:10 - AVDE 02:40 - AVEM 03:17 - AVUV 04:08 - AVDV 04:22 - AVES 04:56 - AVGE 05:46 - AVRE 06:05 - AVIG 06:25 - Outro // SUMMARY: Avantis Investors are the new kid on the block but dont think that means they lack experience or that they are in any way a suboptimal fund provider. Avantis was started by a few people who left"
YouTube Link 2023-03-19T13:00Z 24.7K followers, [----] engagements

"Narrative Bias in Investing Narrative bias describes the tendency to irrationally give greater weight to a story versus objective facts. Humans love a good story because we're emotional creatures. Unfortunately this usually clouds our judgment and impairs our ability to make rational choices. High flying stocks you see in the headlines may have a great story but their fundamentals may not and perhaps never did reflect their success. In which case buying that stock at any point would have been demonstrably irrational. The emotional components of stories are easier for us to remember than the"
YouTube Link 2024-04-02T23:00Z 24.7K followers, [----] engagements

"Herding in Investing Explained Herding is said to be perhaps the most pervasive bias investors fall victim to It describes an investor following the trend of their peers piling into a particular stock or fund This could be from seeing more headlines about a stock and or just word of mouth We often hear herding described as jumping on the bandwagon Humans naturally want to be part of a community following the crowd or at least being influenced by what the crowd is doing is human nature As you might imagine this can result in bubbles and panic Selling. the dotcom bubble and subsequent crash is"
YouTube Link 2024-04-10T22:00Z 24.7K followers, [---] engagements

"Mental Accounting Bias Explained in [--] Seconds Mental accounting bias. Mental accounting refers to applying different subjective values to the same amount of money. Humans tend to organize and classify finances in different groups based on their origin or intended purpose. For example people tend to place a higher value on money they earn and a lower value on money won or gifted to them which they may call extra or found money sometimes spending the latter frivolously when in reality money is fungible and these different types should be treated exactly the same. Some people spend their tax"
YouTube Link 2024-03-21T22:00Z 24.7K followers, [----] engagements

"VOO vs. VOOV vs. VOOG in [--] seconds #shorts VOO VOOV and VOOG are all popular index funds from Vanguard. VOO tracks the S&P [---] Index. VOOV tracks the S&P [---] Value Index. VOOG tracks the S&P [---] Growth Index. That is VOOV is roughly half of VOO and VOOG is the other half. All [--] funds have some overlap. VOOV and VOOG are more expensive than VOO. At the time of writing the market already tilts Growth. VOOG has outperformed in recent years though we would expect VOOV to win out over the long term. VOOV is objectively not the best fund to specifically target large cap value stocks. Longer video"
YouTube Link 2022-04-30T14:00Z 24.7K followers, 11.4K engagements

"Survivorship Bias with Planes in WW2 from Abraham Wald Survivorship bias describes the tendency for humans to only pay attention to the outcomes that survived in investing. This means we remember the stocks and funds that survive and thrive but forget the ones that go under or are otherwise excluded from the data. Perhaps the best example of survivorship bias is outside the world of finance but the illustration is worth it. In World War Two the British were losing planes that were being shot down over Germany. They wanted to add armor to specific areas of the planes to make them more"
YouTube Link 2024-03-30T16:00Z 24.7K followers, [----] engagements

"DIVO ETF Review - A Good Choice for Dividend Income DIVO is an income ETF from Amplify. It uses active management to select blue chip stocks and then write covered calls on them. I review it here. Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - What Is DIVO and How Does It Work 01:59 - DIVO vs. QYLD 02:53 - Is DIVO a Good Investment // SUMMARY: DIVO is an ETF from Amplify the folks who brought you SWAN. Its name is the Amplify CWP Enhanced Dividend Income ETF. As the name suggests this fund aims to provide income from both"
YouTube Link 2022-08-06T13:00Z 24.7K followers, [----] engagements

"VTI ETF Review Is VTI a Good Investment (U.S. Stocks) VTI is an extremely popular ETF to capture the entire U.S. stock market. Is it a good investment I review it here. // TIMESTAMPS: 00:00 - Intro - What Why and How 01:46 - Is VTI a Good Investment // SUMMARY: VTI is the Vanguard Total Stock Market ETF. It launched in [----]. As the name suggests the fund captures the entire investable U.S. stock market in the form of over [----] holdings across large medium and small stocks. It does so by tracking the CRSP U.S. Total Market Index which is market cap weighted. In case you didnt know Vanguard is"
YouTube Link 2022-06-28T13:00Z 24.7K followers, 10K engagements

"9 Best Vanguard Mutual Funds (VFIAX VTSAX etc.) Vanguard has some of the lowest-cost highest-liquidity mutual funds around. Here well look at the best Vanguard mutual funds. // TIMESTAMPS: 00:00 - Intro 00:35 - VFIAX 01:05 - VTSAX 01:46 - VTIAX 02:13 - VTWAX 02:43 - VBTLX 03:20 - VTABX 03:45 - VSIGX 04:20 - VICSX 04:44 - VTAPX 05:12 - Outro // SUMMARY: Mutual funds provide instant broad diversification and are commonly the investment vehicle found in menus for employer-sponsored retirement plans such as a 401k. They trade at the true intrinsic value of the fund known as the NAV or Net Asset"
YouTube Link 2023-01-20T15:00Z 24.7K followers, [----] engagements

"VTI vs. VTSAX - Vanguard US Stock Market ETF or Mutual Fund VTI is the ETF from Vanguard for the total U.S. stock market. VTSAX is its mutual fund equivalent. Which one should you choose I compare them here. // TIMESTAMPS: 00:00 - Intro 00:10 - VTI vs. VTSAX - Structure Methodology Fees and Tax Cost 01:48 - Historical Performance 01:53 - Conclusion // SUMMARY: VTI is the Vanguard Total Stock Market ETF that launched in [----]. As you might guess this ETF captures the total investable U.S. stock market in the form of over [----] holdings across large medium and small stocks. It does so by tracking"
YouTube Link 2023-12-03T16:00Z 24.7K followers, [----] engagements

"5 Best Healthcare ETFs (XLV VHT + More) The healthcare sector includes a broad range of products and services related to medical treatment and has historically outperformed the market. Here well look at the best healthcare ETFs. // TIMESTAMPS: 00:00 - Intro 00:26 - Why Healthcare Stocks 01:30 - XLV 01:54 - VHT 02:29 - FHLC 02:53 - IXJ 03:31 - RYH 04:20 - Where to buy these ETFs 04:42 - Disclosure 05:08 - Disclaimer 05:39 - Outro // PARTIAL TRANSCRIPT: The healthcare sector broadly covers pharmaceutical manufacturers hospitals health insurers medical devices surgery centers and more. The"
YouTube Link 2020-11-08T05:49Z 24.7K followers, 17.6K engagements

"AVES ETF Review - Avantis Emerging Markets Value ETF vs. AVEM vs. DGS AVES is a relatively new ETF from Avantis for targeted factor exposure in Emerging Markets. I review it here and compare it to its counterparts that are usually included in the same conversation AVEM and DGS. // SUMMARY: AVES inarguably delivers more targeted exposure than AVEM. That's its entire purpose. AVEM is part of their broad core family for market-like exposure with light factor tilts in Emerging Markets. AVES is also not a true small cap value fund. It's effectively mid-cap value. That said it still seems to be a"
YouTube Link 2023-05-17T20:00Z 24.7K followers, [----] engagements

"How To Change Your Fidelity Core Position Online (Screenshare Tutorial) How to change your Fidelity Core Position online: [--]. Log into your account online. [--]. Click on the account you want to change the core position for in the left sidebar. [--]. Click the Positions tab. This is going to show your holdings. [--]. You should have a Cash position. Click that to expand. [--]. Click button that says "Change Core Position." [--]. That opens up a new tab. Select new Core Position and review and confirm order. Video explaining the options for the Fidelity Core Position like SPAXX FCASH FDRXX FZFXX and FDIC:"
YouTube Link 2024-01-11T22:00Z 24.6K followers, 20.9K engagements

"3 Preferred Stock ETFs & Why You Should Avoid Them (PFF PGX PSK) Preferred stock shares typically trade some capital appreciation for higher dividend yields. Here well look at the best preferred stock ETFs and why you might (not) want to use them. // TIMESTAMPS: 00:00 - Intro - Why Preferred Stock 00:43 - PFF 01:07 - PGX 01:32 - PSK 02:00 - My Choice and Performance 02:22 - Should You Buy Preferred Stock 04:05 - Outro // SUMMARY: Preferred stock shares as opposed to common stock have preferential claim to dividend distributions. Dividends are typically higher for preferred shares than for"
YouTube Link 2022-08-09T13:00Z 24.7K followers, 10K engagements

"SPYD vs. VYM SPDR Dividend ETF vs. Vanguard Dividend ETF Two popular dividend ETFs are SPYD the SPDR Portfolio S&P [---] High Dividend ETF and VYM the Vanguard High Dividend Yield ETF. Theyre more different than you may realize. Lets compare them. Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - Intro 00:36 - Methodology Factors Fees & Dividend Yield 02:02 - Sector Composition 02:28 - Performance 02:48 - Conclusion and Outro // SUMMARY: SPYD and VYM are two popular dividend ETFs from SPDR and Vanguard respectively. SPYD launched in"
YouTube Link 2022-09-17T13:00Z 24.7K followers, [----] engagements

"SPAXX Fidelity Money Market Fund Explained in [--] Seconds SPAXX or "SPACKS" the Fidelity Government Money Market Fund As the name suggests SPAXX is what's called a money market fund This is a fund that holds ultra short term instruments that are considered cash equivalents such as CD's commercial paper and repo agreements in order to pay what is usually a small interest rate This type of fund usually pays a marginally higher interest rate than that of a plain ol' savings account at a bank The trade off of course is that a money market fund is not completely riskless spaxx is specifically"
YouTube Link 2024-01-16T21:00Z 24.7K followers, 131.4K engagements

"BND vs. AGG in [--] seconds #shorts BND and AGG are the two most popular bond ETFs out there. Both ETFs track the same bond market index providing broad exposure to U.S. investment-grade bonds. BND and AGG have had nearly identical historical performance. BND is slightly cheaper and more popular than AGG. BND holds slightly more treasury bonds than AGG and AGG has slightly more exposure to mortgage bonds than BND. For all intents and purposes these two ETFs should be considered reasonably identical. This is a great pair to use for tax loss harvesting. Read the blog post here:"
YouTube Link 2023-03-22T13:00Z 24.6K followers, [----] engagements

"9 Best International ETFs To Buy (6 From Vanguard) International assets are a crucial part of any well-diversified investment portfolio. Here well look at the best international ETFs for both stocks and bonds across developed and emerging markets. // TIMESTAMPS: 00:00 - Intro - Why International Stocks and Bonds 02:26 - VXUS 02:47 - VEU 03:25 - IXUS 03:53 - VEA 04:11 - VWO 05:20 - BNDX 05:56 - IAGG 06:25 - IGOV 06:48 - VWOB 07:30 - Outro // SUMMARY: So why would we be interested in international stocks and bonds in the first place International stocks inarguably offer a diversification"
YouTube Link 2023-02-26T14:00Z 24.7K followers, 18.1K engagements

"William Bernstein No Brainer Portfolio Review and ETFs Get this portfolio here: https://optimizedportfolio.com/go/no-brainer-23 The William Bernstein No Brainer Portfolio may indeed be a no brainer. Here well check out its components historical performance and the best ETFs to use in its construction. // TIMESTAMPS: 00:00 - Intro 00:09 - Who Is William Bernstein 01:02 - What Is the No Brainer Portfolio 01:40 - Performance and Review 05:12 - How To Build the Portfolio with ETFs 05:58 - Outro // SUMMARY: William (Bill) Bernstein is a retired neurologist financial theorist and prolific investing"
YouTube Link 2023-05-28T15:00Z 24.7K followers, [----] engagements

"Avoid Recency Bias in Investing Recency bias is another one that rears its ugly head. Often it describes the tendency to pay attention to and give more weight to outcomes that occurred in the recent past when in many cases they shouldn't be considered any more important than those that happened in the distant past. Researchers found that the global financial crisis of [----] fueled increased trading and that trading resulted in worse performance outcomes for those traders. These investors who have seen crashes in bear markets sold their investments in a panic because they believed the market"
YouTube Link 2024-03-29T22:00Z 24.7K followers, [---] engagements

"SPHD vs. SCHD Invesco Dividend ETF vs. Schwab Dividend ETF Two popular dividend-focused ETFs are SPHD the Invesco S&P [---] High Dividend Low Volatility ETF and SCHD the Schwab U.S. Dividend Equity ETF. Lets compare them. Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - Intro 00:37 - Methodology Factors and Fees 02:19 - Sector Composition 02:57 - Performance 03:45 - Conclusion and Outro // SUMMARY: SPHD launched in [----]. It is the Invesco S&P [---] High Dividend Low Volatility ETF. As the name suggests SPHD is comprised of a basket of"
YouTube Link 2022-08-03T13:00Z 24.7K followers, 11.4K engagements

"Loss Aversion in Investing Explained Loss aversion as the name suggests describes the fact that humans tend to be more sensitive to losses than to gains. That is we tend to feel the pain of losses much more than the joy of gains. Psychologists Kahneman and Tversky found in a [----] study that a loss has about [---] times the emotional impact of a gain of the same magnitude. That is on average humans are willing to participate in a 50/50 bet with a potential loss of $10 only if the potential gain is at least $25. Loss aversion can cause investors to take on less risk than they ideally should to"
YouTube Link 2024-04-05T23:00Z 24.7K followers, [---] engagements

"Overconfidence Effect in Investing Explained The overconfidence effect. One of the most common biases in behavioral finance is overconfidence. This one is pretty self-explanatory and is severely damaging to portfolios. Investors tend to overestimate their own abilities. This can result in engaging in stock picking that underperforms the market for far longer than they should taking on unnecessary risk underestimating legitimate risks erroneously thinking that one can consistently time the market and illusively believing you can predict or control an inherently random situation or outcome."
YouTube Link 2024-04-13T16:00Z 24.7K followers, [---] engagements

"5 Best Short Term Bond ETFs (VGSH SHV + More) Short term bonds are great for retirees and risk-averse investors. Here well look at the best short-term bond ETFs. // TIMESTAMPS: 00:00 - Intro - Why Short Term Bonds 00:34 - SHV 00:58 - VGSH 01:14 - VCSH 01:38 - SHM 02:01 - BSV 02:29 - Outro // SUMMARY: Short term bonds are less risky than longer-term bonds due to their lower exposure to inflation credit and interest rate risk. Short term bonds are popular among retirees and investors with a low risk tolerance and are even considered a cash equivalent in some cases offering capital preservation"
YouTube Link 2022-10-22T12:00Z 24.7K followers, 17.7K engagements

"The HEDGEFUNDIE Adventure (UPRO/TMF) - A Summary of HFEA Get the portfolio here: https://optimizedportfolio.com/go/hfea Here we dive into the famous Excellent Adventure from Hedgefundie and how to implement it. // TIMESTAMPS: 00:00 - Intro 00:15 - Who is Hedgefundie 00:29 - What is the Hedgefundie Strategy 05:21 - Simulated Performance Backtests 05:36 - Diversifying Further Probably Not. 06:34 - Alternatives 07:55 - How To Implement 08:27 - Disclosures 09:00 - Disclaimer 09:31 - Outro // SUMMARY: Hedgefundie was a member of the Bogleheads forum who created a now-famous thread on the forum"
YouTube Link 2020-11-21T18:20Z 24.7K followers, 25.3K engagements

"VUG vs. VOOG Which Vanguard ETF for Large Growth Stocks VUG and VOOG are two ETFs from Vanguard to capture U.S. large cap growth stocks. But is one better than the other Lets compare them. // SUMMARY: First lets talk about VUG. Its the Vanguard Growth ETF. The fund launched in [----] has over $67 billion in assets and seeks to track the CRSP US Large Growth Index. These are large cap growth stocks which comprise roughly half of the famous S&P [---]. These stocks include household names like Apple Microsoft and Amazon which are present in both funds being discussed here. Investors have been"
YouTube Link 2022-11-26T13:00Z 24.7K followers, 14.3K engagements

"QQQ or QQQM Why [--] Funds for the Same Index #shorts Watch the full video here: https://youtu.be/KnE-f0li16A Read the blog post here: https://www.optimizedportfolio.com/qqq-vs-qqqm/ So why two funds for the same index from the same provider Invesco's launch of QQQM is a response to the demand from retail investors for lower fees which has been great for the industry as a whole and can be seen from the likes of Vanguard Schwab etc. competing with each other for assets. Why wouldn't Invesco just lower the fee of QQQ from [--] basis points to [--] basis points and call it a day In short the seemingly"
YouTube Link 2024-01-27T17:00Z 24.7K followers, [----] engagements

"3 Best Inverse ETFs to Short the Stock Market Inverse ETFs allow investors to bet against or short the market. In this video well look at the best inverse ETFs to profit from stock market downturns. // TIMESTAMPS: 00:00 - Intro 00:27 - What are inverse ETFs 01:32 - SH 01:57 - SDS 02:27 - SPXU 03:01 - Where to buy these ETFs 03:23 - Disclosure 03:49 - Disclaimer 04:20 - Outro // PARTIAL TRANSCRIPT: What are inverse ETFs and why should you care Inverse ETFs can be a market timers best friend. They allow bears to short or bet against the market. That is when stocks drop the value of these ETFs"
YouTube Link 2020-11-06T23:28Z 24.7K followers, 40.6K engagements

"How to Get 33% off a New Tesla Model Y (0.99% APR Promo) Get $1000 off a new Tesla with my referral link: https://ts.la/john869176 M1 high-yield cash account: https://www.optimizedportfolio.com/go/m1-cash In this brief video Im going to show you how to effectively get 33% off a new Tesla Model Y in [----] and no Im not including gas savings. // SUMMARY: Tesla is currently offering 0.99% APR financing on new Model Ys through May [--] [----]. Thats almost free money. You can also extend the loan term to [--] years. Using round numbers - The base long range rear wheel drive model is $45000. - It"
YouTube Link 2024-05-23T21:00Z 24.7K followers, 13.6K engagements

"The [--] Best Fintech ETFs To Invest in Financial Technology Stocks Fintech ETFs capture stocks involved in financial technology a fast-growing segment of the banking system. Here well check out the best fintech ETFs. // TIMESTAMPS: 00:00 - Intro 00:27 - Why Fintech 01:12 - FINX 01:53 - ARKF 03:06 - IPAY 03:42 - TPAY 04:13 - Outro // SUMMARY: Fintech is shorthand for financial technology. It refers to technology companies involved in mobile payments e-commerce budgeting credit etc. Sometimes these can be small volatile startups that are hard to pick individually so ETFs provide a vehicle to"
YouTube Link 2022-03-12T15:00Z 24.7K followers, [----] engagements

"JL Collins Simple Path To Wealth Portfolio Review and ETFs The JL Collins Simple Path to Wealth Portfolio is one of the simplest lazy portfolios around. Here well take a look at its components performance and the best ETFs to use in its implementation. 80/20 Simple Path To Wealth Portfolio for M1 Finance: https://optimizedportfolio.com/go/collins-80-20 // TIMESTAMPS: 00:00 - Intro 00:11 - Who Is JL Collins 01:18 - What Is the Simple Path To Wealth Portfolio 01:51 - Performance 02:17 - Criticisms 05:56 - Constructing the Portfolio with ETFs 06:40 - Conclusion & Outro // SUMMARY: Collins is"
YouTube Link 2022-06-25T13:00Z 24.7K followers, 13.6K engagements

"Confirmation Bias in Investing Explained Confirmation bias describes seeking out and giving more weight to information that supports and confirms the beliefs you already hold. If you are long on a certain stock you will likely pay more attention to articles with a positive sentiment about that stock. Speaking more broadly you will likely seek out and emphasize information that supports your particular investing strategy simultaneously. One will likely ignore or give less weight to information that contradicts their hypothesis. For example investors may find and give credence to biased"
YouTube Link 2024-04-11T22:00Z 24.7K followers, [---] engagements

"TQQQ Review Is It A Good Investment for a Long Term Hold Strategy Get the portfolio discussed here: https://optimizedportfolio.com/go/tqqq-tmf TQQQ has grown in popularity after a decade-long raging bull market for large cap growth stocks and specifically Big Tech. But is it a good investment for a long term hold strategy I review it here. // TIMESTAMPS: 00:00 - Intro 00:22 - What is TQQQ 01:19 - What About Volatility Decay 02:05 - Drawdowns are Important 02:44 - 100% TQQQ Is Not A Good Investment for a Long Term Hold Strategy 02:05 - Drawdowns are Important 03:32 - TQQQ vs. QQQ 04:45 - A"
YouTube Link 2022-02-16T04:16Z 24.7K followers, 34.4K engagements

"VXUS vs. VEU Which Vanguard International ETF VXUS and VEU are two popular index funds from Vanguard for the total international stock market outside the U.S. Here well dive into their differences similarities performance and why you might want one over the other. // TIMESTAMPS: 00:00 - Intro 00:13 - VXUS vs. VEU 02:44 - Performance 03:00 - Conclusion // SUMMARY: VXUS and VEU are two low-cost funds from Vanguard that essentially capture the same segment of the global market stocks outside the U.S. For U.S. investors not already using a total world fund like VT these two provide a quick way to"
YouTube Link 2022-10-29T12:00Z 24.7K followers, 11.7K engagements

"QQQ vs. QQQM in [--] seconds #shorts QQQ and QQQM are two funds from Invesco that both track the NASDAQ [---] Index. The index is mostly tech companies and is not well-diversified across sectors. QQQ launched in [----]. QQQM launched in [----]. QQQ is structured as a unit investment trust. QQQM is an open-ended ETF. QQQ has a fee of 0.20%. QQQM is cheaper at 0.15%. The average spread on QQQ is $0.01 compared to $0.03 for QQQM. Day traders will appreciate this greater liquidity of QQQ. Long-term buy-and-hold investors should prefer QQQM. Longer video here: https://youtu.be/KnE-f0li16A Read the blog"
YouTube Link 2022-05-07T14:00Z 24.7K followers, [----] engagements

"AVUV ETF Review - Avantis U.S. Small Cap Value ETF AVUV is a relatively new targeted factor ETF from Avantis for U.S. small cap value stocks. I review it here. // TIMESTAMPS: 00:00 - Intro 00:06 - Primer on Factors 01:19 - The Case for AVUV and Avantis 02:12 - AVUV Performance 02:36 - AVUV Factor Loadings 02:55 - Conclusion - Is AVUV a Good Investment // SUMMARY: By sheer assets VBR from Vanguard seems to be the most popular choice for U.S. small cap value stocks. If you're reading this post there's a pretty good chance you already own it. Unfortunately VBR is neither very small nor very"
YouTube Link 2023-05-24T20:00Z 24.7K followers, 13K engagements

"VYM ETF Review - Is This Dividend ETF a Good Investment VYM is a popular dividend ETF from Vanguard to capture high-yield U.S. stocks. But is it a good investment I review it here. Get my dividend portfolio: https://www.optimizedportfolio.com/m1-finance-dividend-pie/ // TIMESTAMPS: 00:00 - Intro 00:24 - Methodology Factors Fees and Yield 02:06 - Sector Composition 02:21 - Performance 02:32 - Conclusion & Outro // SUMMARY: VYM is the Vanguard High Dividend Yield ETF. The fund is a very popular dividend ETF from Vanguard that launched in [----]. Since then the fund has amassed over $40 billion in"
YouTube Link 2022-07-09T13:00Z 24.7K followers, [----] engagements

"9 Expert Money Saving Tips Here are some specific actionable expert tips to keep in mind to help make saving easier and faster. Create a budget and meticulously analyze expenses. Saving will be much easier after you figure out where exactly your money is and should be going. If your employer offers to match 401k contributions make sure you're contributing enough to get that match as it's free money. Set up automatic transfers into savings accounts and investment accounts. Doing so allows you to avoid having to see or think about allocating that money. The rational way to pay down debt is in"
YouTube Link 2024-01-19T21:00Z 24.7K followers, [---] engagements

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