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fu academy
Germany
เข้าร่วมเมื่อ 16 ก.ย. 2019
Welcome to fu academy.
On this channel, you will find new and insightful videos every Sunday on personal finance, investing and saving.
At fu academy, YOU come first. It’s about adding value for YOU. My goal is to help YOU to understand the world of finance in an easy way.
This channel is not about “getting rich quick”! It’s about sustainable long-term investing. Therefore, the recurring theme is diversified and passive investing via ETFs because it is the easiest and cheapest way to get started with investing.
Subscribe to this channel so that you don’t miss out on my videos.
Now, sit back, relax, go through my playlists and enjoy! :-)
On this channel, you will find new and insightful videos every Sunday on personal finance, investing and saving.
At fu academy, YOU come first. It’s about adding value for YOU. My goal is to help YOU to understand the world of finance in an easy way.
This channel is not about “getting rich quick”! It’s about sustainable long-term investing. Therefore, the recurring theme is diversified and passive investing via ETFs because it is the easiest and cheapest way to get started with investing.
Subscribe to this channel so that you don’t miss out on my videos.
Now, sit back, relax, go through my playlists and enjoy! :-)
Ideal Index Portfolio - LOW RISK PORTFOLIO?
When you build your own #InvestmentPortfolio it can be immensely useful to have state of the art examples to look at. There are numerous “off the shelf” portfolios that were built by some of the most successful investors like the All-Weather Portfolio by Ray Dalio, for example. This video is part of a new series in which I explore some of the most successful and well-known #PortfolioStrategies using worldwide low-cost ETFs.
In this particular video, we will look at the #IdealIndexPortfolio which was designed by #FrankArmstrong - an investment advisor and author of many finance books. We will look at what it is, how you can build it yourself and how it has performed in the past - particularly against an All-Stocks and the 60/40 Portfolio. This video goes above and beyond just numbers and charts, but gives you real-world insights. Enjoy!
⏰⏰ Timecodes ⏰⏰
0:00 Intro
0:54 Ideal Index Portfolio Explained
1:52 First Impression
2:41 How to Build it
4:05 Portfolio Benchmarking
8:11 Caveat: Backtesting Portfolios
9:15 Final Thoughts
📖 SOURCE: portfoliocharts.com/portfolios/
👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth:
th-cam.com/channels/Rg3HEhj1yqSKEuSp900kIg.html
📷 FOLLOW me on Instagram to get even more financial education: fu.academy
DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary.
#IdealIndexPortfolioETFs #ETF #ETFs #InvestmentStrategy #ETFPortfolio #ETFStrategy #BestPortfolios #IdealIndexPortfolio2023 #ETFs2023 #PortfolioStrategy #PortfolioCharts
In this particular video, we will look at the #IdealIndexPortfolio which was designed by #FrankArmstrong - an investment advisor and author of many finance books. We will look at what it is, how you can build it yourself and how it has performed in the past - particularly against an All-Stocks and the 60/40 Portfolio. This video goes above and beyond just numbers and charts, but gives you real-world insights. Enjoy!
⏰⏰ Timecodes ⏰⏰
0:00 Intro
0:54 Ideal Index Portfolio Explained
1:52 First Impression
2:41 How to Build it
4:05 Portfolio Benchmarking
8:11 Caveat: Backtesting Portfolios
9:15 Final Thoughts
📖 SOURCE: portfoliocharts.com/portfolios/
👉 SUBSCRIBE for more free financial education that will help you to build long-term wealth:
th-cam.com/channels/Rg3HEhj1yqSKEuSp900kIg.html
📷 FOLLOW me on Instagram to get even more financial education: fu.academy
DISCLAIMER: This video is for educational purposes only and merely cites my own personal opinion. In order to make the best financial decision that suits your own needs, you must conduct your own thorough research and seek the advice of a licensed financial advisor if necessary.
#IdealIndexPortfolioETFs #ETF #ETFs #InvestmentStrategy #ETFPortfolio #ETFStrategy #BestPortfolios #IdealIndexPortfolio2023 #ETFs2023 #PortfolioStrategy #PortfolioCharts
มุมมอง: 1 728
วีดีโอ
IVV vs. QQQ - Investing in S&P 500 or Nasdaq-100?
มุมมอง 4.1Kปีที่แล้ว
The iShares Core S&P 500 ETF (IVV) and the Invesco QQQ ETF (QQQ) are both popular options for investors looking to gain exposure to the US stock market. However, there are some key differences between the two that investors should be aware of before making a decision on which one to invest in. First, let's take a look at the underlying holdings of each ETF. The #IVV tracks the performance of th...
4 ETF Portfolios for Beginners in 2023 (SIMPLE STOCK PORTFOLIO CONSTRUCTION)
มุมมอง 2.7Kปีที่แล้ว
#ETFs are investment products that track a particular index, such as the S&P 500, or a specific asset class, such as gold or real estate. They are bought and sold on stock exchanges, just like individual stocks, and can be held in a brokerage account or a retirement account, such as a 401(k) or IRA. ETFs offer many benefits for investors. One of the main advantages is that they provide broad di...
Bridgewater Associates Portfolio 2022 Update - How Ray Dalio Invests
มุมมอง 2.5Kปีที่แล้ว
#RayDalio is one of the most successful investors of our lifetime. His #Investment advice is followed by millions of investors. #Dalio is the founder of #BridgewaterAssociates - the largest hedge fund in the world. #Bridgewater manages close to 100 billion dollars in assets under management. Bridgewater is a macro #HedgeFund meaning that they try to navigate political or economic events. They h...
5 Most Common ETF Mistakes - INVESTING MISTAKES TO AVOID IN 2022
มุมมอง 1.1Kปีที่แล้ว
If you want to build a #Diversified, #Passive and low cost portfolio, then there is no way around #ETFs. They are one of the simplest and most convenient investment products for beginners and long-term #Investors. #ETF stands for exchange traded fund and it makes more sense if you read it backwards: It’s a fund that is traded on a stock exchange. The first ETF, the S&P 500 Trust ETF, was launch...
Permanent Portfolio - NO BRAINER PORTFOLIO TO HOLD FOREVER?
มุมมอง 3.3Kปีที่แล้ว
When you build your own #InvestmentPortfolio it can be immensely useful to have state of the art examples to look at. There are numerous “off the shelf” portfolios that were built by some of the most successful investors like the All-Weather Portfolio by Ray Dalio, for example. This video is part of a new series in which I explore some of the most successful and well-known #PortfolioStrategies ...
Japan's Lost Decades - 30 Years of NETATIVE Returns (COULD THE SAME HAPPEN IN THE US?)
มุมมอง 1.3Kปีที่แล้ว
Most investors believe that stocks will keep going up in the long-term. The S&P 500, for example, measures the performance of the US stock market and it has never failed to bounce back after a dip. The #StockMarket may decline by 30% or more in any given year. But historically, there has never been a 20-year period of negative real returns in the history of the US stock market. This means that ...
4 Best Charles Schwab ETFs (Index Funds) in 2022
มุมมอง 6Kปีที่แล้ว
#ETFs have become so popular that the money invested in ETFs has gone up by 3,000% since 2003. According to Statista, the number of ETFs in 2022 reached 8,552 globally. That makes picking the right #ETF difficult - particularly for beginners. One of the questions that come up first is: Which one is the best ETF to buy? There isn’t that one perfect ETF that fits everyone’s needs. However, a good...
4 Biggest Flaws of ETFs (WHEN ETFS OR INDEX FUNDS ARE NOT RIGHT FOR YOU)
มุมมอง 532ปีที่แล้ว
If you want to build a #Diversified and #Passive low-cost portfolio, then #ETFs are the right investment vehicle for you. They are one of the simplest and most convenient investment products for beginners and long-term investors. These are the reasons why ETFs have become so popular. According to Statista, over 1,300 new ETFs were launched in 2021 alone. They are a great way to invest into the ...
🔥ETFs That Are Too Hot For Your Portfolio - 2022 Update
มุมมอง 426ปีที่แล้ว
If you want to build a diversified, passive and low cost investment portfolio, then there is no way around ETFs. They are one of the simplest and most convenient investment products for beginners and long-term investors. #ETF stands for exchange traded #Fund and it makes more sense if you read it backwards: It’s a fund that is traded on a stock exchange. The first ETF, the S&P 500 Trust ETF, wa...
VOO vs. IVV vs. SPY - Which one is the Best S&P 500 ETF (VANGUARD, BLACKROCK or STATE STREET)
มุมมอง 8Kปีที่แล้ว
According to Bessembinder’s study, 50% of the US #StockMarket wealth creation had come from a mere 0.33% of the listed companies since 1926. That’s what makes stock picking so difficult and unsuccessful - for beginners as well as investment professionals. An easy way to avoid investing into the 99.67% “losers” is to invest in the entire stock market. A good starting point is to invest in an S&P...
All-Weather Portfolio - PERFECT PORTFOLIO FOR ALL MARKET CONDITIONS?
มุมมอง 2.9Kปีที่แล้ว
When you build your own investment portfolio, it can be immensely useful to have state of the art examples to look at. There are numerous “off the shelf” portfolios that were built by some of the most successful investors like the #AllWeather Portfolio by #RayDalio for example. This video is part of a new series in which I explore some of the most successful and well-known #PortfolioStrategies ...
Breakdown of Li Lu’s Portfolio at Himalaya Capital - How “the Chinese Warren Buffett” Invests
มุมมอง 9K2 ปีที่แล้ว
#LiLu is the founder of #HimalayaCapital - an investment company with a portfolio value of $1.9bn that is solely invested in US stocks and a total of around $30bn in assets under management with the majority being invested in Asia and China more specifically. #Li decided to become an investor after listening to a #Buffett lecture at Columbia University in 1993. It was #Munger, the vice-chairman...
4 Best Blackrock ETFs (Index Funds) - 2022 UPDATE
มุมมอง 3.5K2 ปีที่แล้ว
#ETFs have become so popular that the money invested in ETFs has gone up by 3,000% since 2003. According to Statista, the number of ETFs in 2022 reached 8,552 globally. That makes picking the right #ETF difficult - particularly for beginners. One of the questions that come up first is: Which one is the best ETF to buy? There isn’t that one perfect ETF that fits everyone’s needs. However, a good...
4 Things You MUST Know About ETFs Before Buying Them!
มุมมอง 5352 ปีที่แล้ว
If you want to build a #Diversified and #Passive low-cost portfolio, then #ETFs are the right investment vehicle for you. They are one of the simplest and most convenient investment products for beginners and long-term investors. These are the reasons why ETFs have become so popular. According to Statista, the number of ETFs in 2020 reached 7,602 globally. That makes adding ETFs to your portfol...
Timeless Talmud Investment Strategy - I FOUND A 1,500 YEARS OLD PORTFOLIO!
มุมมอง 1.1K2 ปีที่แล้ว
Timeless Talmud Investment Strategy - I FOUND A 1,500 YEARS OLD PORTFOLIO!
Best Core ETFs in 2022 - Don't Invest Without THESE ETFs
มุมมอง 1.5K2 ปีที่แล้ว
Best Core ETFs in 2022 - Don't Invest Without THESE ETFs
Golden Butterfly Portfolio - LOW RISK PORTFOLIO FOR RETIREMENT?
มุมมอง 1.7K2 ปีที่แล้ว
Golden Butterfly Portfolio - LOW RISK PORTFOLIO FOR RETIREMENT?
Small-Cap Investing as Performance Booster? THE TRUTH EXPOSED!
มุมมอง 9072 ปีที่แล้ว
Small-Cap Investing as Performance Booster? THE TRUTH EXPOSED!
5 Reasons why I Invest in Emerging Markets - Overlooked Opportunity in 2022?
มุมมอง 2.2K2 ปีที่แล้ว
5 Reasons why I Invest in Emerging Markets - Overlooked Opportunity in 2022?
Howard Marks Breakdown of Portfolio - How Oaktree Capital Management Invests
มุมมอง 1.7K2 ปีที่แล้ว
Howard Marks Breakdown of Portfolio - How Oaktree Capital Management Invests
Breakdown of Michael Burry's Portfolio (SCION ASSET MANAGEMENT REVIEW)
มุมมอง 7K2 ปีที่แล้ว
Breakdown of Michael Burry's Portfolio (SCION ASSET MANAGEMENT REVIEW)
What Happens to Your Money When an ETF Shuts Down?
มุมมอง 1.8K2 ปีที่แล้ว
What Happens to Your Money When an ETF Shuts Down?
Best Real Estate ETFs To Invest In - BEST REITS FOR 2022
มุมมอง 12K2 ปีที่แล้ว
Best Real Estate ETFs To Invest In - BEST REITS FOR 2022
More ETFs = Less Diversification and More Risk?
มุมมอง 9072 ปีที่แล้ว
More ETFs = Less Diversification and More Risk?
4 ETF Portfolios for 2022 (SIMPLE STOCK PORTFOLIO CONSTRUCTION)
มุมมอง 2K2 ปีที่แล้ว
4 ETF Portfolios for 2022 (SIMPLE STOCK PORTFOLIO CONSTRUCTION)
Beating the Market with Fama and French 3 Factor Model? Small-Cap and Value Factor ETFs Combined!
มุมมอง 1K2 ปีที่แล้ว
Beating the Market with Fama and French 3 Factor Model? Small-Cap and Value Factor ETFs Combined!
4 Best SPDR ETFs for 2022 (STATE STREET FUNDS)
มุมมอง 2.2K2 ปีที่แล้ว
4 Best SPDR ETFs for 2022 (STATE STREET FUNDS)
3 Best China ETFs for 2022 - Good Time to Invest in Chinese Stocks NOW?
มุมมอง 12K2 ปีที่แล้ว
3 Best China ETFs for 2022 - Good Time to Invest in Chinese Stocks NOW?
This explanation is what I was looking for since 1 week.
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Beulah Courts
Simonis Circle
Caesar Crossing
Luigi Divide
It's really hard from a behavioral standpoint due to the continued US outperformance over the last 15 years, but from an objective, scientific point of view, investors should choose VT for global diversification. The expense ratio has been decreased to just 0.07%, and I don´t think this should be a factor in the decision making process. US-based investors may think about VTI+VXUS if they plan to claim the foreign tax credit.
Gerhold Ville
Kuvalis Land
Delphine Vista
What if the AP or the ETF provider suddenly start manipulating the number of outstanding shares to jack up prices, but the shares that the ETF has actually invested in are not performing well? I mean, tracking is one aspect of pricing, creation and redemption is another. What if the two aspects do not fit well?
Thank you for this video, very informative!
Thank you you explained well. Now i know
I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.
I feel your pain mate, as a fellow retiree, I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $30k in value stocks and digital assets, Up to 200k so far and pretty sure I'm ready for whatever comes.
@@LeilaniClaire That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well
@@EleanorMabel My advisor is VICTORIA CARMEN SANTAELLA;
You can look her up online
@@LeilaniClaire The crazy part is that those advisors are probably outperforming the market and raising good returns but some are charging fees over fees that drain your portfolio. Is this the case with yours too?
VTI for Me.
SCHD/SCHG is my combo 50/50 mix! Unbelievable and bulletproof like President Trump!
Any SCHWAB ETF suggestions for a TRADITIONAL IRA account?
I’ve had money in this portfolio for the last couple of years and I’m very happy with it.
Are the IVV ishares core S&P 500 accumulation or distributation ETF?
Hi a have a question, are the IVV ISHARES acc or dist?
Great explain. 1 question. Bank is holding the underlying shares of ETF, so when share companies declared dividend, bank received the dividend. Please explain how this dividend is distributed to etf investor if etf is growth (not dividend option)
Can you do un update of kens portfolio? Would be great
You mean, the cost is 30 usd…
I am researching investment in reits
💎 Blackrock Gold 🪙 ETF (IAU) 💎
Look for a longer time Frame 100 years
Over the past 10 yrs QQQ has returned 18% > IVV’s 10%.
Interesting video but you left out a few important points. 1) The U.S. is not an exporting economy. Less than 4% of its economy is involved in international trade. 2) Japan made a political decision to slowly deflate the bubble as opposed to "ripping off the band-aid." It has taken them 30 years to deflate their economy. 3) Doller cost averaging is a good strategy if you are investing in a "sound economy." Historically, most stock markets revert to zero.
Thanks a lot man
Thanks for the informative video!
Thank you!
Thanks for the simple comparison between VT & VTI? It definitely helped clarify the 2 for me.
I have very bad experience in investing in Chinese stocks
HSBC Mexico ETF just delisted and I'm stuck in limbo. Any advice?
VT over VOO all day…
SCHB/SCHD/SCHG is what I have currently!
Yes, sir. And that's just about all you need. Great three-fund portfolio.
Any reason for not including the “SPPW . SPDR MSCI World in the list”?. Perhaps too young by the time the video was created?
Nice and useful video.If you'll have time may you please share some UCITS ETF axamples for european investors...thank you very much again for the time you have dedicated in creating this nice piece of infornation..
Hi, in Romania the only available ETF which follows the BET index has a TER of.. 1.51%! In this video, you mention that even active funds have a TER of 0.78%. How do you explain such a difference?
07:52 Twenty million, not billion?
If you are planning on investing in an ETF over multiple years the IVV or VOO is a no branier over the SPY due to smaller expense ratios.
Because of dividends, I first began investing in stocks. It's important, in my opinion, to be able to live off of dividends without selling if you invest and make other income in addition to payouts. It suggests that you may pass that down to your kids and give them a leg up in life. Over the years, I've invested over $600k in dividend stocks; I continue to buy more today and will keep doing so until the price drops even further.
Hearing from an experienced advisor who has survived adversity and prevailed is always motivating. It may be frightening when your portfolio goes from green to red, but if you have invested in strong firms, you should maintain growing them and stick to your goal.
I wholeheartedly concur, which is why I appreciate giving an investment coach the power of decision-making. Given their specialized expertise and education, as well as the fact that each and every one of their skills is centered on harnessing risk for its asymmetrical potential and controlling it as a buffer against certain unfavorable developments, it is practically impossible for them to underperform. I have made over 1.2 million dollars working with an investment coach for more than two years.
I need a guide so i can salvage my port-folio due to the massive dips and come up with better strategies. How can one reach this advisor???
Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ LAURA GRACE ABELS” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her
This is 🔥🔥🔥
Is now a good time to but IVV ? How we can know best time to buy..
For long term investment, anytime is the best time as long as you DCA
@@TheDanielTruong what is DCA ?
@@te9781 Dollar Cost Average
@@te9781 It is established that the stock market appreciates (increases) over time. By buying shares regardless of price using DCA (Dollar Cost Averaging) you can actually reduce your average cost per share over a time period by buying more shares at lower prices and less shares at higher costs. <----- This is DCA in a nutshell.
@@te9781dollar cost averaging which means investing a fixed amount into it, no matter if it’s doing well or not. That way you are more focused on time in the market vs timing the market
I would not pay Ken any fee for that. Maby the performance magic happens in the rest 9XX stocks..
Right now the Spot ETF's are only allocating 1-3% toward Bitcoin. Later they might offer 4,5 or even 10%. So to me it doesn't make sense to invest in such a low allocation in Bitcoin. Get it from a reputable exchange.