Top 8 Best Investments To Own For Life! (Featuring the best ETFs and unit trust funds)
ฝัง
- เผยแพร่เมื่อ 19 พ.ค. 2024
- What if you bought AAPL or S&P500, is it the best idea to invest for life?
My suggestion is to not be tied to one stock or one industry or one country.
It is also important to consider taxes and dividends when making your investment choices.
0:00 Intro
1:25 Vanguard FTSE All-World UCITS ETF (VWRD)
US allocation is 58.6%. This fund is low cost and diversifies globally
2:19 iShares CORE MSCI World UCITS ETF (IWDA)
Exposure to the 23 developed countries.
Dividends are reinvested.
IWDA and SWDA are both listed in London
US allocation is 67%
3:29 Dimensional World equity fund
Dimensional funds are focused on smaller companies and value based investing.
This fund has more than 12,000 holdings.
4:10 Dimensional Global Core Equity fund
This dimensional fund has slightly more towards large cap companies.
This fund doesn't have china allocation within top 5 holdings.
5:20 Threadneedle Global Smaller Companies Fund
This fund is denominated in EUR and has outperformered world small cap index.
There are no china allocations.
6:15 Goldman Sachs Global Millennial Equity Portfolio
It only has 46 holdings and is fully reinvestment based.
This fund is thematic and benefit from behaviour of millenials
7:09 Nikko AM shenton Global opportunities fund.
This is one of the most concentrated funds with only 41 holdings.
Top holding is Microsoft MSFT
This fund has a unique mandate that allows it to invest into derivatives for hedging and A rated bonds.
7:47 A top Asia Ex-Japan equity focused fund
China and India is 43.8% of allocation and Tencent is a top holding
This fund is FSSA dividend advantage fund and it pays quarterly dividend.
#fssa #IWDA #VWRD
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First Sentier FTW! Great to see it being recommended by u.
I found this channel randomly; glad I stopped by! Great content!!
No probs cya around
Would be helpful if there's a summary chart for comparison between the funds at the start or end of the video.
Good content. Keep it up!
Thanks Ryan
Great information Josh.
No probs Seng Huat. Share w someone who should see too
Someone must create a new Invesco/vanguard. If not all the smart money will go to them. Infinity 500 not good enough, they still collect 0.4% expense ratio.. instead of 0.03% expense ratio(these expenses can add up to substantial amount thanks to compound interest)
Would be nice to include TER for all of them
If I am looking for a fund to hold over 10 years for capital growth and looking at reinvestment of dividend. Which fund would you recommend? Thx
Quite a few listed in this presentation w pros and cons highlighted
Hi, how do u buy these UK funds? I dislike paying for custodian fees as these add up. For US brokers, there is no custodian fees, but, still don't like the withholding tax.
Discount brokers like tiger and moomoo?Some Withholding tax will be there.
Any thoughts on VT ETF (vanguard total world stock) pls?
Can work also
What is your thoughts on IWDA + EIMI vs VWRA . Considering the expenses ratio and the additional charges for getting 2 funds instead of just 1.
IWDA + EIMI will work fine as compared with VWRA. My focus will not be on charges but on 1) making sure to look term focus and getting buy-in from key stakeholders like spouse 2) looking to deploy with a plan. 3) committing time and energy to building income. These are way more important in the wealth building process than micromanaging between the two excellent methods already. Hope it answers
Can consider ISAC. Much more diverifised than IWDA and lower cost as well.
Suggestion noted
how can I invest in VWRD? Is VWRL the same ?
currency difference
Where can I find Vanguard FTSE All-World UCITS ETF (VWRD)?
Can be found on tiger brokers, if need ► Get your free stock from Tiger Brokers: www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&invite=joshtantap
What will be the main difference between etf and unit trust?
ETF is traded on exchange. Usually passive management style. Unit trust is traded with fund manager directly.. Usually active management style
Why VWRD over VWRA when the dividends are automatically reinvested?
Agree. VWRA can work. It was to present one that is payout and next one that as accumulate
don't waste time with funds, how many of us make money post sales charge and mgmt fees
Sales charges are different from yester years. Annual performances are net of fees there.
@@joshconsultancy zero sales charge???
@@EF-rj5gp Nothing wrong with ETFs or UTs if they fit your investment srategies. One can have several portfolios of stocks, ETFs, and Index funds or individual stocks for strategic and tactical allocation.