What the Rise of Passive Investing Means for Your Portfolio | Special Guest: Dave Nadig

แชร์
ฝัง
  • เผยแพร่เมื่อ 26 ธ.ค. 2024

ความคิดเห็น • 47

  • @everceen
    @everceen 29 วันที่ผ่านมา +119

    I am awfully late investing at 45 with just about 180,000 in savings. I have never invested before and worried about missing out on current market. I want to make smart choices for my future. Can I still retire with $1 million by 50 if I begin investing aggressively?

    • @LaurelCandice
      @LaurelCandice 29 วันที่ผ่านมา +2

      Yes, you can. in order to avoid mistakes, its best utilizing the guidance of a well experienced advisor, someone since the '08 crash

    • @marlene_orja
      @marlene_orja 29 วันที่ผ่านมา +4

      Well agreed, I once assumed I had a hang of the mkt, accrued few bucks and got super elated, not until I stumbled upon a portfolio coach who didn't only hedge my portfolio from covid-19 crash, but so far gained over 330% ROI. IMO, nothing beats expertise.

    • @fromthebirchwood
      @fromthebirchwood 29 วันที่ผ่านมา +2

      wish to know more about stock investing, think your coach can be of help? I have just received a good sum of inheritance and would love to make meaningful use other than spending

    • @marlene_orja
      @marlene_orja 29 วันที่ผ่านมา +4

      Karen Lynne Chess is the licensed FA I use. Just google the name. You’d find necessary details to work with and set up an appointment. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.

    • @Mary-Flint
      @Mary-Flint 29 วันที่ผ่านมา +3

      such an eye-opener! curiously inputted Karen Lynne Chess on the web and at once spotted her consulting page, she seems highly professional from her resumé, thanks for putting this out..

  • @GaryHatt-x4m
    @GaryHatt-x4m หลายเดือนก่อน +44

    I will be forever grateful to you, you changed my entire life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Natalie Rose Strayer.

    • @RobertDonaldddd
      @RobertDonaldddd หลายเดือนก่อน

      I'm surprised that you just mentioned and recommended Natalie Strayer, I met her at a conference in 2018 and we have been working together ever since.

    • @HarrietJewell
      @HarrietJewell หลายเดือนก่อน

      The very first time we tried, we invested $2000 and after a week, we received $9500. That really helped us a lot to pay up our bills.

    • @ChristinaGrindstaff-o9w
      @ChristinaGrindstaff-o9w หลายเดือนก่อน

      You trade with Natalie Strayer too? Wow that woman has been a blessing to me and my family.

    • @geroldwalter4628
      @geroldwalter4628 หลายเดือนก่อน

      I'm new at this, please how can I reach her?

    • @GaryHatt-x4m
      @GaryHatt-x4m หลายเดือนก่อน

      she's mostly on Instagrams, using the user name

  • @llesperence
    @llesperence หลายเดือนก่อน +43

    Thank you for your videos mate.... With Trump's presidency, economic shifts are expected to be significant, especially given the current recession and the potential impact of future rate cuts. Although rate cuts might not boost inflation as hoped, they may lead banks to further restrict consumer and corporate lending, contributing to a deflationary period for various assets. This environment could result in declining stock values, retail and housing sales, and rising unemployment due to layoffs. For investors, a diversified portfolio especially with stocks and cryptocurrencies offers some protection, serving as a hedge amid volatility. Both long- and short-term trading strategies can help manage risks, providing stability as markets adjust. I have managed to grow a nest egg of around 130k to a decent 732k in the space of a few months... I'm especially grateful to Seren Wintersun, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape..

    • @llesperence
      @llesperence หลายเดือนก่อน

      @Serenwintersun

    • @KienLe.
      @KienLe. หลายเดือนก่อน

      Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert.

    • @Alberttan77
      @Alberttan77 หลายเดือนก่อน

      What I appreciate about Seren Wintersun. is her ability to tailor strategies to individual needs. She recognizes that each investor has unique goals and risk tolerances, and she adapts her advice accordingly.

    • @79JacquelineCampbell
      @79JacquelineCampbell หลายเดือนก่อน

      Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary.

    • @HeidiKamrath
      @HeidiKamrath หลายเดือนก่อน

      I was big on gold and silver but a few months ago I discovered Bitcoin and Ethereum . Listening to lots of stuff from Wintersun has been really helpful in my journey.

  • @airbourne2
    @airbourne2 หลายเดือนก่อน +6

    I wonder what corporate earnings did over that 1968-1982 period?

  • @jeffcook845
    @jeffcook845 28 วันที่ผ่านมา +1

    I just subscribed.

    • @ExcessReturns
      @ExcessReturns  27 วันที่ผ่านมา

      Thank you! We hope you find our videos valuable.

  • @MaxwellPrince509
    @MaxwellPrince509 29 วันที่ผ่านมา +77

    So basically, what's the chance of an individual investor going against a hedge fund. Not trying to sound dull but I would like to know if I should learn about investing or let somebody else (more capable like an expert) do it for me? I came across a TH-cam video where this investor was bragging about making a $100k in monthly profit. I wonder what strategies I need to apply to make such profit

    • @Dubin144
      @Dubin144 29 วันที่ผ่านมา

      Best thing is to carry out extensive research and be on top of current events. Know how current events can alter share prices and apply logic over your emotions. This is what worked for me. Best of luck

    • @PaxtonthePerfect
      @PaxtonthePerfect 29 วันที่ผ่านมา

      it's all about finding the right moment to take advantage of and generate colossal profit, which is why you need to do your research

    • @Fleming115
      @Fleming115 29 วันที่ผ่านมา

      proper research, good analysis and luck is what you need to make profit in this constant market decline.

    • @RossSpencer176
      @RossSpencer176 29 วันที่ผ่านมา

      "It's usually best to ignore the trend whether bullish or bearish and stick to a proper trading plan maybe from the help of a professional. I recently just started investing again so I am still in touch with the consultant that provides entry and exit points on the securities I focus on. She does all the technical analysis legwork while I go about my other businesses. You can use something else if you are the DIY type of guy, investing has no one way to do it".

    • @HannahLydia134
      @HannahLydia134 29 วันที่ผ่านมา

      Could you let me know how I can get assistance from your advisor? I need help with allocating my portfolio right now.

  • @arizonabuckeye5225
    @arizonabuckeye5225 24 วันที่ผ่านมา

    So, does the risk of foreign nations/funds leaving US equities a big enough risk in your minds to have you skip over VTI/US Broad Market in favor of S&P 500

  • @Bobventk
    @Bobventk 28 วันที่ผ่านมา

    9:15 it takes a heck of a lot longer than “3 or 4 years” or “a decade”.
    Ken French has proven this with simple statistics.

  • @henrymarkson3758
    @henrymarkson3758 21 วันที่ผ่านมา

    Summary of video: one hour and four minutes of unnecessary discussion to prove that Rick Ferri is the only panelist who understands how markets really work

    • @michaeloconnor6683
      @michaeloconnor6683 20 วันที่ผ่านมา

      My take away -- none of them want to hear or believe Mike Green and his theory that the market is broken and being contaminated by the passive bid. They all want to believe that old school homework of stocks is still in place when it is not -- so they are trying their hardest to convince themselves.

  • @I_Love_Figs
    @I_Love_Figs หลายเดือนก่อน +4

    Costco, a supermarket, trades at 55 times earnings. Let that sink in. When a cashflow yielding instrument has little convexity, it becomes a commodity. So comparing active to "benchmarks" is not too different from comparing spx to btc. Momentum works(buy call) and valuations matter(don't sell unlimited puts).

    • @I_Love_Figs
      @I_Love_Figs หลายเดือนก่อน

      And I have to say people who try to justify momentum as efficient market giving a great valuation when the PE band looks like 1999 are absolutely pathetic.

    • @arkoraa
      @arkoraa หลายเดือนก่อน

      Can you explain what you mean by: "When a cashflow yielding instrument has little convexity, it becomes a commodity"? Genuinely curious

    • @I_Love_Figs
      @I_Love_Figs หลายเดือนก่อน

      @@arkoraa Well, take the German Bunds once trading at -0.5% yield to maturity. The only reason one would expect it to go up is for the yield to be further negative. Something that won't offer reasonable yield of interest payment or prospective buyback and dividends in a given amount of time is like a commodity way above future all in sustaining cost. Lithium is a great example.

    • @starwood1977
      @starwood1977 หลายเดือนก่อน +1

      costco at PE 55 is probably not due to indexing though.

    • @revl6151
      @revl6151 หลายเดือนก่อน

      @@starwood1977 It's not, plenty of low PE stocks in the sp500. Sp500 flows effect all stocks equally as in $1 of flow into the SP500 affects all stock consitutents equally