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No, sorry, i don't give personalized advice. Maybe one day if I leave my day job I will but for now this is purely education. What I really want to do is help people learn how to do it themselves. If you want to do that, I'd recommend starting with our ultimate asset allocation guide (free on YT). Then we most likely have videos already to help you choose each component... like what to do for US equities, international, etc. Always happy to point you in the right direction if you leave a comment or answer basic questions. I can't get to every comment (though I try) but if you ask it in our discord I will answer for sure.
Awesome video.. can you talk about the book - “the income factory” by Steven Bavaria .. what are your comments on that type of investing approach .. can you make a video on that
I'd rather own that over an S&P index fund in 2025, but i prefer CGDV over SCHD for funds with similar objectives. We did a comparison if you're curious
@FundamentalsofFinance I sure will take a look at it. I'm thinking of staying away from anything tech and AI related because, in my opinion, they are like a balloon inflated by so many clueless fools that's not even funny.
If you want to learn more about investing from a CFA Charterholder currently in the industry, join our
FREE Discord: www.fundamentalsoffinance.com/discord
Fellow CFA Charterholder here. It's very refreshing to see content like this on YT. Keep up the good work.
Thank you!
I love SVOL!
Thank you!
Same. The concept is something you don’t see everyday.
Thank You.
Do you construct portfolios for individuals?
No, sorry, i don't give personalized advice. Maybe one day if I leave my day job I will but for now this is purely education. What I really want to do is help people learn how to do it themselves. If you want to do that, I'd recommend starting with our ultimate asset allocation guide (free on YT). Then we most likely have videos already to help you choose each component... like what to do for US equities, international, etc. Always happy to point you in the right direction if you leave a comment or answer basic questions. I can't get to every comment (though I try) but if you ask it in our discord I will answer for sure.
If there is more inflation, dividend stocks may not increase dividends right? At anytime a dividend stock could decrease the dividend right?
AVSC
AVUV
Another good informative video! Thanks!
Thank you!
Awesome video.. can you talk about the book - “the income factory” by Steven Bavaria .. what are your comments on that type of investing approach .. can you make a video on that
Awesome video! Thank you for the amazing content as usual!
Thank you!
You don't care for SCHD ?
I'd rather own that over an S&P index fund in 2025, but i prefer CGDV over SCHD for funds with similar objectives. We did a comparison if you're curious
@FundamentalsofFinance I sure will take a look at it. I'm thinking of staying away from anything tech and AI related because, in my opinion, they are like a balloon inflated by so many clueless fools that's not even funny.
@@FundamentalsofFinanceI like SCHD better cause of growth and dividend
Excellent analysis ❤
Thank you
Looking forward to seeing all of these asset classes underperform US equities... again.
Make a video on RYLD and what's going on with it.
How is someone so knowledgeable about investing but yet also so incorrect at the same time?
What do you think I'm incorrect about?
What about Iraqi Dinar, MarkZ says it is going to revalue over 1000%🤣🤣🤣🤣🤣
😂
I'm surprised you're promoting timing the market rather than investing for the long term as most CFAs do.
Im the first!
This guy is a professional investor but give advice on TRASH etfs
Yeah, it's actually kinda crazy. He's clearly educated about investing but somehow came to all the wrong conclusions about investing.