What If You Invest 100k in the BEST 5 Fidelity Index Funds
ฝัง
- เผยแพร่เมื่อ 3 ต.ค. 2024
- What If You Invest 100k in the BEST 5 Fidelity Index Funds
You’ve got $100,000, and instead of letting it sit in a bank earning pennies, you question, "What’s the best way to invest it without spending hours staring at stock charts?" and put it to work. But not just anywhere-you’re eyeing five powerhouse Fidelity index funds. Now, what if I told you that this decision could take that $100k and turn it into something truly extraordinary? I’m not talking about small gains. I’m talking millions.
If you liked this video and would like to see more videos like this, we would be happy to welcome you as a subscriber. Thank you very much
👇 subscribe here 👇
👉 / @johnsmoneyadventures 👈
👉 / @johnsmoneyadventures 👈
Thank you for watching this video: What If You Invest 100k in the BEST 5 Fidelity Index Funds
#fidelity #investing #indexfunds
In this channel, John explores a wide variety of money topics. Join the journey and experience the different money and investment aspects. Let's go 🏁💯
🌟 Exclusive Offers For Our Channel Members Of The Tools & Website I Use:
✅ Get up to 15 FREE stocks + Up to 8,1% APY Cash Sweep with the trading platform Moomoo - Click here 👉🏼 j.moomoo.com/00CKXo
✅ Get $25 OFF and a 7-day free trial on the analysis software Seeking Alpha. Click here 👉🏼 www.seekingalpha.link/3CJJSDR/2QZRGT/
✅ Get $50 Off Alpha Picks. Click here 👉🏼 www.seekingalpha.link/3CJJSDR/2SCN7G/
💰If you enjoyed the video, don't forget to subscribe and let me know your thoughts on the topic in the comments!
‼ Please be aware that I will never ask for your personal information. Also, do not follow people who are mentioned in the comments or write people who are recommended in the comments, they are always scam! Stay safe by keeping an eye out for potential scams and reporting any suspicious accounts. I am not a financial advisor or broker; all content shared on this channel is for educational purposes only
🎉
Great recommendations. I'm looking to start investing in the stock market and other asset classes with $60k this quarter. Should I focus on index funds or individual stocks? Preferably want the route with the best return in investment. Thanks!
Index funds are a safer bet to start. They offer good diversification. But individual stocks could make you a fortune if you know how to go about it. Some people make upper six figures yearly from investing alone. But it's always a good idea to work with a financial advisor. It raises your chance of profit by a lot.
I agree with that. I netted more than 300k in 2020 by using a financial advisor, despite COVID and the elections. It was like discovering a life hack.
Wow, that's interesting . I've recently been exploring the option of working with an FA too. Any chance you could recommend who you work with?
Her name is *Marissa Lynn Babula* You can easily find her information to arrange an appointment.
Thanks for sharing. I searched for her name and found her website. I reviewed her credentials and did my research before contacting her. Thanks again.
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advisor? I'll be happy to use some help.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Sophia Maurine Lanting for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Brooke Miller.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
Diversification is the secret to optimal performance. This is why I have my interests set on market sectors based on performance and projected growth, such as stock, EV sector, renewable energy, Tech, and Health. Keep investing regularly and you'll be blown away how much it can change in a few short years. Here's to $1 million and to FIRE
The strategies are tough for the everyday person. They are mainly executed successfully by professionals who have a considerable amount of skill and knowledge to execute such trades.
Several individuals minimize the importance of counsel until their own feelings become overwhelming. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $275k to $850k despite inflation.
How can I engage in this? I truly want to have a stable financial future and am willing to contribute. Who is fueling your success?
“LAURELYN GROSS POHLMEIER ’’ is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
i am going to look her up, I have about $81k i want to start with, might be small but it's better than nothing though. Since the 08 crash is playing out again
I discovered your channel via this video - case studies are truly invaluable! I'm eagerly anticipating more insightful content from you in the future. The path to wealth creation lies in the discipline of consistent financial planning, such as diligently allocating funds at regular intervals for astute investment opportunities.
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Looking to connect with your licensed financial advisor ASAP since your portfolio's taking a hit?
Just wanted to say, LINA DINEIKIENE, my CFA, is the real deal in her field. Dig deeper into his background, she’s got years of experience and is a goldmine for anyone diving into the financial jungle!
Totally feel you on that! Lina Dineikiene's strategy has been a game-changer for me too. It's like hitting that major milestone when you look back at how it all began.
That's awesome! Googling her was a smart move. Her credentials are impressive, right?
Fidelity has some of the most popular index funds out there. You’re probably thinking of funds like the Fidelity 500 Index Fund (FXAIX), Fidelity Total Market Index Fund (FSKAX), and maybe the Fidelity International Index Fund (FSPSX), right? Those are solid options
those are great choices. I think if you diversify across their top five index funds, you’d be setting yourself up for long-term growth. Especially with funds like FXAIX, which mirrors the S&P 500, you get exposure to the biggest and best companies in the U.S.
Over 10-20 years, that could turn out to be a substantial investment
index funds are low-cost, so your money goes further without getting eaten up by fees. Fidelity is known for having some of the lowest expense ratios in the industry. The compounding returns over time could be pretty impressive
That’s what I was hoping for. It seems like a safe way to grow the money. But what kind of returns are we talking about over, say, 10 or 20 years?
Historically, the S&P 500 has averaged around 7-10% annually after inflation. If you’re investing in a mix of US stocks, international stocks, and bonds through those fidelity funds, you could realistically expect similar returns. Over 20 years, a 7-8% return could more than triple your initial investment
Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Instead of trying to predict and prognosticate the stability of the market and precisely when the change is going to happen, a better strategy is simply having a portfolio that’s well prepared for any eventually, that’s how some folks' been averaging 150K every 7week these past 4months according to Bloomberg.
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
Please can you leave the info of your lnvestment advsor here? I’m in dire need for one.
Finding financial advisors like "Rebecca Nassar Dunne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
Thanks for this. Found her and looked through her credentials before contacting her. Once again many thanks.
Rocking those NVDA, PALANTIR, TSLA, and APPL shares! Holding onto them for the long haul sounds good, but hey, I'm all up for grabbing those short-term chances too, aiming for that sweet $400,000!
The strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
Looking to connect with your licensed financial advisor ASAP since your portfolio's taking a hit?
Just wanted to say, Kevin S Mikan, my CFA, is the real deal in his field. Dig deeper into his background; guy's got years of experience and is a goldmine for anyone diving into the financial jungle!
Totally feel you on that! Kevin Milan's strategy has been a game-changer for me too. It's like hitting that major milestone when you look back at how it all began.
That's awesome! Googling him was a smart move. His credentials are impressive, right? Reaching out for help is key, and scheduling that call is a solid step towards leveling up your game.
Keeping a substantial portion of your savings in cash for security is a prudent choice, but when it comes to retirement planning, diversifying your investment portfolio might be more beneficial in the long run. Considering allocating $400K into stocks during turbulent economic periods can potentially yield significant returns. It's a pivotal decision that requires careful consideration but has the potential for substantial growth and financial security in the future.
There are some killer strategies out there that can help you rake in those gains no matter what the market's up to. But usually, it's the pros - the investment gurus with loads of experience - who handle those moves like champs.
The market isn't as wild as a rollercoaster if you navigate it with confidence. Right now, there's a ton of golden opportunities waiting to be seized for some serious profit. If you're not feeling like a market pro, grab shares in strong companies with solid earnings and ride it out. And hey, don't hesitate to reach out to advisors for advice on ETFs and actively managed funds to make those smart moves.
You're spot on! Bringing in those advisors' expertise could seriously boost your financial game. Believe me, their insights could be a total game-changer for your journey to financial success!
Just look up 'Kevin S Mikan' and you'll uncover all the deets you need to get that correspondence going and set up that appointment. Easy peasy!
I just did a quick search online, and let me tell you, his investing background is seriously top-notch! Gonna shoot him an email real soon.
So do you think it's best for us who are not institutional investors to focus on index funds or individual stocks? I want to redistribute my $150k portfolio and I preferably want the asset class with the best return in investment. Thanks!
Index funds are a safer bet to start. They offer good diversification. But individual stocks could make you a fortune if you know how to go about it. Some people make upper six figures yearly from investing alone. But it's always a good idea to work with a financial advisor. It raises your chance of profit by a lot.
I concur. In light of individual experience working with a financial adviser, I presently have over $1m in a very much enhanced portfolio that has encountered dramatic development, you also need to be knowledgeable, persistent, and have strong hands to support your investment
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
I work with "Monica Shawn Marti" and we've been working together for almost four years and she's fantastic. You could pursue her if she meets your requirements. I agree with her.
I've experimented with a few over the past years, but I've stuck with the popularly ‘’Monica Shawn Marti” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
This is definitely considerable! think you could suggest any professional/advisors i can get on the phone with? I'm in dire need of proper portfolio allocation
Viviana Marisa Coelho is her name. She is regarded as a genius in her area and works for Empower Financial Services. By looking her up online, you can quickly verify her level of experience. She is well knowledgeable about financial markets.
She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.
What's the best strategy for investing during this period of volatility? Most of my portfolio is in cash, and I'm looking to invest about $180K in stocks.
You should better diversify your portfolio to defensive assets. If you don’t have good experience you should consult with an expert
Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in ROI
Pls how can I reach this expert, I need someone to help me manage my portfolio
Yeah, she is Jennifer Leigh Hickman , look her up. Anyone is free to contact her.
*Jennifer Leigh Hickman* is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
I'm just starting to invest for the first time, and while I've heard mixed opinions about asset allocation, I can’t help but wonder if it really matters this early on. I know people often recommend ETFs and index funds for their broad market exposure, but I've also heard concerns that they can include underperforming stocks, which might dilute returns from stronger performers. Some people say it’s better to stick with these long-term, but I’m not sure if I should be more selective from the start, or if this is just me overthinking things
I’m nearing retirement myself, and I had similar concerns. I started investing later than most, and just relying on ETF compounding wasn’t cutting it for me. After working with a financial advisor, I managed to restructure my investments and am now on track to retire with around $4 million. If I hadn’t sought advice, I doubt I’d be as confident in my plan right now
I’m trying to figure out the best approach for my portfolio. How did you find your advisor? I feel like I need that kind of guidance
I usually steer clear of recommending specific people because financial needs are so personal. But I can say that working with Emily Ava Milligan has made a world of difference for me. I noticed her strategies are tailored to fit personal goals and make sense for different needs. It might be worth exploring to see if her approach resonates with you
Thanks for that. I did a quick search and found her page. I was able to email so I sent over a few questions to get more info. Appreciate you sharing
Thanks for the continuous update! I am super excited about how my crypto investment is going so far, making over 20k weekly is an amazing gain 🥰
What's the best way to profit from this crypto bull run?
As a newbie, it's very wise for you to have a pro to keep you accountable.
Someone like Cora James
WOW!!! You know her too? I'm also a proud beneficiary of her platform
45k profit on weekly basis
Stock market is on fire! My portfolio is up 23% since the start of the year. Who else is crushing it?
I wish I could say the same. I've been trying to make successful stock picks all year, but I'm still in the red
I’m currently working towards FIRE with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy has helped me earn $49,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
Hey, I'm trying to find a financial adviser to boost my investments, but it's tough online. Can I get a rec from you, since you know about this stuff?
Kristin Amy Rose is the Texas-based CFA I work with. Just search the name. You’d find necessary details to work with to set up an appointment.
Searched the web and saw her profile and accreditations, someone with great experience I must say, thanks!
Putting well-earned money into the stock market can't be over emphasised for first-time investors, unlike a bank where interest is sure thing! Well, basically times are uncertain, the market is out of control, and banks are gradually failing. I am working on a ballpark estimate of $2M for retirement, and I have a good 6-figure loaded up for this, could there be any opportunity for a boomer like me?
Personally, I would say have a mentor. Not sure where you will get an experienced one, but if your knowledge of the market is limited, it seems like a good bet.
Some individuals minimize the importance of counsel until they make regrettable mistakes. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. She has contributed to my reserve increasing from $175k to $450k despite inflation.
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
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 *Julianne Iwersen-Niemann* for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I simply Googled her name and her website came up right away. So far, it appears interesting. I emailed her, and I hope she responds soon. Thanks
I've heard that index funds and ETFs provide diversified stock market exposure while spreading risk. I have over $800K in savings; What's the most effective strategy to allocate funds in my portfolio and generate profits?
Yes, there are strategies that could be put in place for solid gains regardless of economy situation, but such execution is usually carried out by an investment specialist
Right, a lot of folks downplay the role of advisors until being burnt by their emotions, no offense. I remember some years back, during the covid-outbreak, I needed a good boost to stay afloat, hence researched for advisors and thankfully came across one with grit. As of today, my cash reserve has yielded from $350k to nearly $1m
May I know the name of the advsor who has been assisting you, please?
She's known as ‘Sonia Nunes Demelo’. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
Thank you for this amazing tip. I just looked the name up, wrote her explaining my financial market goals and scheduled a call
Started my portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education!
Isn't VOO and VUG similar in the sense both are investing in the S&P 500? What is the difference? I thought it is generally advised against to invest in multiple ETFs or Mutual Funds?
This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.
Please can you leave the info of your invstment analyst here? I need such luck
Amy Desiree Irish is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
She appears to be well-educated and well-read. I ran a Google search for her name and came across her website; thank you for sharing.
I am currently in my 50s and This is no time to taper retirement savings. I want to max out my retirement contributions and I also have another $320,000 in a savings account that i want to invest in a non-retirement account. Where would you invest this as of now?
Check out the Dividend Aristocrats list and choose six to ten companies from there. These are companies that have been paying dividends for over 25 years. It's also a good idea to work with a financial advisor to help you build a solid portfolio.
I think you're better off with majority investment in S&P500 and uprising equities cos they always outperform. Also speaking with an advisor can help with pointers. I've been in contact with one I reached through commentaries here, she has been really helpful.
I'm thinking of trying out an advisor, how can one reach a decent advisor like the one you use?
She's known as “Annette Marie Holt”. One of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
So do you think it's best for us who are not institutional investors to focus on index funds or individual stocks? I want to redistribute my 60k portfolio and I preferably want the asset class with the best return on investment. Thanks!
Index funds are a safer bet to start. They offer good diversification. But individual stocks could make you a fortune if you know how to go about it. Some people make upper six figures yearly from investing alone. But it's always a good idea to work with a financial advisor. It raises your chance of profit by a lot.
Sometimes I'm surprised most people don't even know they can do that. I've been making at least 200k every year from my investments by working with an FA. When you realise it, it feels like a life hack.
That's interesting . I've recently been exploring the option of working with an FA too. Any chance you could recommend who you work with?
Carol Vivian Constable is the licensed advisor I use. Just research the name. You’ll find necessary details to work with to set up an appointment.
Thanks a lot for the recommendation. I'll send her an email and hopefully we are able to connect.
What is the most interesting part of this video is the comments. Most of them are SPAM & SCAMS.
But, don’t you want to have Mrs. Chudry Gupta Samuelson as your advisor? 😂
@@billdivine9501 No, and I don't want to make $365K in the first 4 months of investing either. I want to take it slow and easy and become an old man like Warren Buffet.
Agreed! Drives me crazy. The people who run these sites should regularly delete all that crap spam
I saw a list of comments from another video that its commenters' accounts were all created on the same date 7/16/2024.
Should be easy for TH-cam algorithm to figure out which are shill marketing spamming accounts.
@@zumapuma38 They would never get anything else done. Just ignore any comment with more than one responding comment and you'll be fine.
If I had $360k I would invest $100k in tech & $260k into dividend stock with a proven track record to grow with capital appreciation & dividend increase year over year
Adding JEPI and JEPQ are smart additions in my opinion. As for staying committed to higher-risk investments, it's all about balancing your risk tolerance with your long-term goals.
The market is not necessarily a rollercoaster if you know your way around the market, there are various opportunities in the present market to accrue good profit, If you are not too savvy with the market, just buy and hold on strong companies with good earnings, or consult with advisors on ETFs and actively managed funds. that’s what works for my spouse and I. We've made over 30% capital growth minus dividends.
I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advisor? I'll be happy to use some help.
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 ‘’Sophia Maurine Lanting” for about five years now, and her performance has been consistently impressive.She’s quite known in her field, look-her up.
I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.
With a good investment plan that ensures steady income without any doubts I and my wife are prepared for a well organized retirement. I started investing in stocks 2 years ago and so far, I am making a good yield on my dividend. I've learned that getting a good return is very much attainable only if you know your way around it.
Not everyone is as lucky as you are you know. How are you doing it?
Herman Jonas, a licensed FA has undoubtedly helped me make so much progress. He has guided me to identify key stocks, (options and futures) for the short term and Roth IRA, index funds, cryptocurrency, and ETFs, for the long term pinpointed strategic entry points, and provided risk assessments, ensuring that my decisions align with market dynamics for optimal returns.
Do not forget that when it comes to the stock market, prices can be erratic, rising and declining quickly, often in relation to companies' policies, which individual investors do not influence.
Just turned 39 and have nothing to my name. How can I reach him? I'd like to make better financial decisions if it's not too late.
Hermanw jonas that’s his gmail okay
Great video! I really have a question. For someone with less than $5,000 to invest, how would you recommend we enter the crypto market? I am looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally. What's your take on this approach?
My advice: for newbies to grow financially this year, invest. Saving is good, but investing elevates your finances. Why newbie make huge losses on trade is because investing without proper guidance can lead to mistakes and losses. that will stop you from trading, this has been one of the biggest problem to new traders, I've learned this from my own experience.
I agreed, investing without proper guidance can lead to mistakes and losses. last year. I did so many mistakes but also learned so much from it, If you're new to investing or don't have much time, it's best to get advice from an expert.
Nice. those who work with expert typically earn more than those who go it alone.
Wow! who is this expert guiding you? As a beginner what do I need to do? How can I start, If you know any please share.
As a beginner, it's essential for you to have a mentor to keep you accountable. Myself, I'm guided by Daniel Adams Bailey. for years and highly recommend him I focus on him. To be honest, I almost didn't buy the idea of letting someone handle growing my finance, but so glad I did.
My primary concern is how to grow my reserve of $300k which has been sitting duck since forever with zero to no gains, sure I know the risks of short term gains are much greater but if well managed one'd make a killing, am I wrong?
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2008, I was really having investing nightmare prior touching base with a advisor. In a nutshell, i've accrued over $2m with the help of my advisor from an initial $350k investment.
impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
Her name is. 'Lucinda Margaret Crist’. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
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.
I am at the beginning of my "investment journey", planning to put 85K into dividend stocks so that I will be making up to 30% per year in dividend returns. Any advice?
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.
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
Glad to have stumbled on this comment, Please who is the consultant that assist you and if you don't mind, how do I get in touch with them?
My CFA NICOLE ANASTASIA PLUMLEE a renowned figure in her line of work. I recommend researching her credentials further... She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII.
Sounds like a skeptical outlook on things then. With the rate cuts do you think it's best for us who are not conservative investors to focus on bonds or dividend stocks? I want to reallocate my 7-figure portfolio and I preferably want the assets with the best ROI.
Bonds are a safer bet. They offer good stable yields. But dividend stocks could make you a fortune if you know how to go about it. But it's always a good idea to work with a CFA. It streamline your strategy and help profit a lot.
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased.
I’m currently working towards FIRE with a focus on dividends & growth investing. Since 2014, I’ve built a portfolio made up of 30% NVDA, 25% SCHD, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy has helped me earn $49,000 a year in dividends. Back in 2014, I only earned $21 in dividends.
Pls how can i meet this advis0r?
Melissa Elise Robinson is the Texas-based CFA I work with. Just search the name. You’d find necessary details to work with to set up an appointment.
I'm new to BTC and I've been making losses trying to make profit myself in trading.. I thought trading demo account is just like trading trading the real market... Can anyone help me out or at least advise me on what to do?
Well...I will advise you should stop trading on your own if you keep losing and start trading with an expert because trading with an expert is the best strategy for newbie...
Mrs Rachael Campbell was my hope during the 'bear summer' last year. I did so many mistakes but also learned so much from it, and of course from Rachael Campbell.
She must be really dedicated and well trusted for people to talk much good about
the first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional.
I Started with 5,000$ and Withdrew profits
89,000$
My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.
Thats when you hire someone to manage your money. You need a (CFP) straight up! personally, I would invest in ETF's and also love investing in individual stocks.
I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $1.2M portfolio surged, yielding an annualized gain of 28%.
Your advisor must be really good, how I can get in touch with them as my porfolio isn't doing well.
Aileen Gertrude Tippy’’ is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
Thanks a lot for this suggestion. I needed this myself, I looked her up, and I have sent her an email. I hope she gets back to me soon.
Great video! I really do have a quick question. For someone with less than $10,000 to invest, How would you recommend we enter the market? I am looking study some traders and copy their strategy rather than investing myself and losing money emotionally. Whats your take on this approach?
Focus on long term investments in property, stocks, and bonds. Avoid copying, daytrading and 'chart astrology'. Diversify across different geographies, industries, and value chain stages - to reduce your risk. You can do this with ETFs, or by selecting different stocks yourself. This is the best way to invest for more than 90% of people
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
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
Even with the right technique and assets some investors would still make more than others, as an investor, you should’ve known that by now, nothing beats experience and that’s final, personally I had to reach out to a market analyst for guidance which is how I was able to grow my account close to a million, withdraw my profit right before the correction and now I’m buying again.
My partner’s been considering going the same route, could you share more info please on the advisor that guides you?
Every crash/collapse brings with it an equivalent market chance if you are early informed and equipped, I've seen folks amass up to $1m amid economy crisis, and even pull it off easily in favorable conditions. Unequivocally, the collapse is getting somebody somewhere rich.
I do not disagree, there are strategies that could be put in place for solid gains regardless of economy or market condition, but such execution are usually carried out by investment experts with experience since the 08' crash.
The issue is people have the "I want to do it myself mentality" but not equipped enough for a crash, hence get burnt. Ideally, advisors are reps for investing jobs, and at first-hand encounter, my portfolio has yielded over 300% since 2020 just after the pandemic to date.
i'm blown away! mind sharing more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one as well.
NICOLE ANASTASIA PLUMLEE' is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.
I just curiously searched her up, and I have sent her an email. I hope she gets back to me soon. Thank you
I really appreciate the dedication in each video you post. Long term investor's know that the market and economy will recover eventually, and investors should be positioned for such a rebound, I gained $180k from bitcoin of 2021. Before the market crash and now am buying again, adding more at a time. Having a good financial advisor like Margaret Bryant, it will add to your success in the crypto market.
I'm surprised that this name is being mentioned here, I stumbled upon one of her clients testimonies on CNBC news last week...
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
Really you people know her? I was even thinking that I'm the only one she has helped walk through the fears and falls of trading.
As a beginner what do I need to do? How can I invest, on which platform? If you know any please share.
The very first time we tried, we invested $1400 and after a week, we received $5230. That really helped us a lot to pay up our bills.
Hmmm. Makes me wish I had $100,000 to invest 30 years ago 😉
Exactly! By the time you accumulate $100k, if you even get that far, you probably don’t have 20-30 years to see it grow.
Back then you would only need $20k
The idea of investing a significant sum of money may be both thrilling and intimidating. There is potential for considerable wealth increase with the correct strategy. How can one take advantage of compound interest and potentially grow your retirement savings to about $1M over time?
I think the safest strategy is to diversify investments. Like spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown.
That's smart. I'm quite lucky exposed to personal finance at an early age, worked full time when I was 19, purchased first home at 28. Going forward, got laid off at 36 amid covid-outbreak, and immediately consulted an advisor to stay afloat. As of today, I'm only 15% short of my $1m goal after subsequent investments.
impressive gains! how can I get your advlsor please, if you dont mind me asking? I could really use a help as of now
I have a female advisor named Lucia Alicia Cruz. I recommend researching her. To be very honest, I'm glad I decided to let someone handle expanding my finances even though I almost didn't think I should.
Wow, her track record looks really good from what I found online. I'll take a chance and see how it goes. Thanks for the info
Hmmm I think I will opt out of posting my personal financial info on one of the most surveilled platforms on the web. But please….keep posting yours. It’s smart. 👍
I really appreciate the dedication in each video you post. To be successful one has to have multiple income streams and so on, also investors should understand the crossover between asset classes & liquidity flow, Ann Elizabeth Messer focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. Her skills set is top notch
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
I'm new at this, please how can I reach her?
I was skeptical at first until I decided to try. It’s huge returns is awesome! I can’t say much.
she's mostly on Telegrams, using the user name
Please don’t listen to people when they give CREDIT to a financial advisor ITS BS there lying to you
But, Ms. Cheryl Johannsen will make you rich! 😂
Fidelity needs one with ticker symbol FKME, lol. With this economy, it would be perfect 👌 😂
I literally laughed out loud when I read this, thank you I'm going to use that lmao
They used to have a ticker FUSEX.
I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Brooke Miller.
I'm surprised that you just mentioned and recommended Brooke Miller, I met her at a conference in 2018 and we have been working together ever since.
She is my family's personal broker and also a personal broker in many families I'm United States, she's a licensed broker and a FINRA AGENT in United states
The very first time we tried, we invested $1000 and after a week, we received $5500. That really helped us a lot to pay up our bills.
I'm new at this, please how can I reach her?
I just withdrew my profits a week ago, To be honest it was an amazing feeling when the profits hits my wallet I wish I could reinvest but, too much bills
EVERYONE TALK TO A FINANCIAL ADVISOR... DO NOT I REPEAT DO NOT TAKE ADVICE FROM THE TH-cam COMMENT SECTION ON WHAT TO DO WITH YOUR MONEY.
This vid sounds like sound advice
I recently invested over A Hundred Grand and it is really crazy, the advice , discussion from a very reliable financial manager is what i recommend out there because with that, you would really have a long lasting positive income turn over just like i did
being desciplined and right descision and advice would sustain your wealth, Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Instead of trying to predict and prognosticate the stability of the market and precisely when the change is going to happen, a better strategy is simply having a portfolio that’s well prepared for any eventually, that’s how some folks' been averaging 150K every week
i was able to think about my situation and I'm curious to know best how people split their pay, how much of it goes into savings, spendings or investments, I earn around $190K per year but nothing to show for it yet
professionals are out there, they know what we dont know and it helps them do their jobs perfectly, give out advices and counselling about everything
Alot of folks downplay the role of advisors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across Elizabeth. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
This is definitely considerable! think you could suggest any CFP for me or better still can I get on the phone with your CFP? I'm in dire need of proper portfolio allocation.
The S&P 500 had an exceptional performance for the last 10 years. But there was a lost decade between 2000 and 2013. Timing is the key. You need luck to have a good timing, lol
if you think s&p did well, compare it w the nasdaq, and the dow isnt even close
And after adjusting for inflation, this entire portfolio is worth almost Squat.
Thanks. My portfolio is growing slowly, but I believe im not taking too much risk. Im having index funds that is pretty secure.
I Hit 110k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month 2024. Financial education is indeed required for more than 70% of the society in the country as very few are literate on the subject. thanks to Brittany Utley for helping me achieve this.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
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.
You trade with Brittany Utley too? Wow that woman has been a blessing to me and my family
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much.
I'm eager to determine a good strategy for holding or selling stocks. I usually do my own research and buy at random, but this left me in shambles, my $300k portfolio became $240k within a week.
selling a stock is just as important as buying, and in most cases, advisors are ideal for such operation, in order to avoid any fiasco
No doubts, financial advisors are extremely viable especially for newbies and near-retirees. Personally, I lack the depth knowledge to deal with the variable market conditions, thus my portfolio used to be up and down like a seesaw, however since I got in-touch with an advisor amid 2020 lockdown, I've maintained steady growth scaling from $800k to a bit more than $1.7m as of today.
curious to know what investments make up your portfolio, the advisor that guiides you? any info i can lay my hands on to set me up for winning as the year gradually ends... thanks in advance
Can't divulge much, I take guidance from a Pennsylvania-based advisor 'Jessica Lee Horst' and most likely, the internet is where to find her basic info, simply do your research.
glad to have stumbled upon this, curiously inputted Jessica Lee Horst on the web, easily spotted her consulting page and was able to schedule a call session. Ive seen commentary about advisers but not this phenomenal
Excellent information, thank you! For anyone newer to investing keep in mind these are 5 great funds, but there is overlap between a few of them. You always have to dig in for yourself and look at the research before you make a decision. That being said anyone could buy all 5 funds and experience decent growth.
Thanks for the video. I liked the comparison between these specific ETFs. But when I "crunched" your numbers, I get significantly different results. So I have to be a little skeptical in your results. Don't get me wrong, my calculations could be wrong, but it would nice if we got to see your formulas used to come up with your results.
no one etf can beat schd with averaging dividend income and growth
I'd recommend putting a bit into QQQ and tqqq also.
I agree. I own it.
Fdvv😊
@phillyboylaboy This year, yes. Because FDVV is more tech heavy; but over the long run SCHD is the more consistent, safer investment.
Even with the changes you are still confident in it?
This would've been good information as soon as I came out the womb and had $100,000
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 Nicole Miller.
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
She is my family's personal Broker and also a personal Broker to many families in the United states, she is a licensed broker and a FINRA AGENT in the United States.
You trade with Nicole Miller too? Wow that woman has been a blessing to me and my family.
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
Markets look like 2015-16. Probably going back to all time highs, but will probably go sideways until fed signals rate cut, Recently sold 25% of my $285k portfolio comprising of plummeting stocks that were recommended by certain financial TH-camrs, quite devastating!
not their fault, the stock market seems to be more of a casino for gamblers now than a place for investors. even if you were averaging down on ailing companies, its your duty to properly research, buying the dip does not guarantee a rebound
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 350%, since covid-outbreak to date, summing up nearly $1m.
How can one find a verifiable financial planner? I would not mind looking up the professional that helped you
Well, there are a few out there who know what they are doing. I tried a few in the past years, but I’ve been with Vivian Jean Wilhelm for the last five years or so, and her returns have been pretty much amazing.
Vivian Jean Wilhelm is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
*Amazing video, you work for 40yrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires*
Waking up every 14th of each month to 210,000 dollars it’s a blessing to I and my family… Big gratitude to Maria Frances Hanlon🙌
Hello , I am very interested. As you know, there are tons of investments out there and without solid knowledge, I can't decide what is best. Can you explain further how you invest and earn?
Same, I operate a wide- range of Investments with help from My Financial Adviser. My advice is to get a professional who will help you, plan and enhance your management skills. For the record, working with Maria Frances Hanlon, has been an amazing experience.
YES!!! That's exactly her name (Maria Frances Hanlon) so many people have recommended highly about her and am just starting with her 😊from Brisbane Australia🇦🇺
Hello how do you make such monthly?? I'm a born Christian and sometimes I feel so down 🤦♀️of myself because of low finance but I still
believe in God
You forgot to say when these funds were chosen, last month? Many stocks and funds go belly up, called survivorship. Would you do a video of the five current funds that will be the best in 20yrs time. Now that would be more useful I think.
As a passive investor, is it wise to buy market tracking index funds and ETFs from companies like Blackrock, Vanguard and State Street, even when they're at all time highs? i want to invest around 600k for retirement
These funds offer diversification, low fees, and long-term growth potential. Given the significant amount you plan to invest, consulting with a financial advisor can provide personalized guidance tailored to your specific situation and retirement goals.
Partnering with a financial advisor has transformed my approach to investing. Their expertise and personalized guidance have not only helped me navigate complex financial markets but also optimized my portfolio to achieve my long-term goals efficiently.
pls how can I reach this expert, I need some investment guidance
Monica Shawn Marti is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.
Thanks for the info. I searched for her full name and found her website right away. I reviewed her credentials and did my research before reaching out to her.
$2,344,387 is the price of a coffee 30 years from now.
Honestly, FSTA sounds like the best option for monthly dividends.
What happens in 10/20/30 years if after the first year you lose 10% of your investment?
Just subbed! Great video man thanks
Appreciate it!
Good video but why promote ETF's only from Fidelity?
FSTA (Consumer Staples),
FDIS (non-essentials),
FHLC (Healthcare),
ONEQ (Market disruptors),
FTEC (Info Tech)
You are welcome.
As a passive investor, is it wise to buy market tracking index funds and ETFs from companies like Blackrock, Vanguard and State Street, even when they're at all time highs? i want to invest around 600k for retirement
Past performance isn't future performance buddy.
Don't forget. $100 can be the new $1 in 30 years. Considering how things are going these days, it might not even take 30 years.
To be kinda blunt, I am giving up on investing in stocks... I put between 2000 to 3000 a month and it's nothing but down down.... Sooooo frustrating and I only invest in boring big companies. How can I capitalize in such a market?
You probably have unrealistic expectations or not investing in the right places. Gains take time to accumulate.
Find a financial adviser who bills by the hour to review your portfolio and make a plan.
With 2-3k a month to invest, you could be making great progress.
This assumes that market returns will remain consistent year after year. No recessions, depressions , wars, or natural disasters. However, the market has worked for me after beginning in 1990 with no idea of what I was doing. But, I did have more money then most to invest and a little luck as a tail wind.
The calculations are based on data from the past 10 years, which includes the pandemic drops and accounts for various other market conditions.
What about investing 50k in etf number 3 and 50K in etf number 4?
The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2022.
I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.
The best course of action if you lack market knowledge is to ask a consultant or investing coach for guidance or assistance. Speaking with a consultant helped me stay afloat in the market and grow my portfolio to about 65% since January, even though I know it sounds obvious or generic. I believe that is the most effective way to enter the business at the moment.
please who is the consultant that assist you with your investment and if you don't mind, how do I get in touch with them?
When ‘Melissa Terri Swayne’ is trading, there's no nonsense and no excuses. She wins the trade and you win. Take the loss, I promise she'll take one with you.
I just googled her and I'm really impressed with her credentials; I reached out to her since l need all the assistance l can get. I just scheduled a caII.
What about ecologically sound index funds with growth potential?
63 percent in the top ten holdings, not very diverse at all either only 107 holdings. Might be a typo but the volume is only 160k. Decent returns though.
The key words to remember here in all of these rosy projections are “might” and “could”! Please note that he did not use more definitive words like shall and will.
Looking for long term investments that can fetch millions. If you had $250k, which one would you go with for retirement planning?
consider 3 fund portfolio using VOO, SCHG, and SPYD invest majority of investments using them
If you don’t understand the markets then stick to an index like the sp500. Dollar cost average and hold long term
The issue is most people have the “I will do it myself mentality” but not skilled enough. Ideally, advisors are perfect reps for investing jobs and at first-hand experience, my portfolio has yielded over 330% since covid-outbreak to date, summing up nearly $1m.
@@vancoker-t6z good gains! how can i connect with your advisor if you dont mind me asking please? in dire need of professional advisory to expand my investment
@@vancoker-t6z good gains! how can i connect with your advisor if you dont mind me asking please? in dire need of professional advisory to expand my investment
So many scammers commenting. Don’t send your hard earned money to internet scammers who tell you that you will make a killing in gains
Great info thank you .
Glad it was helpful!
Awesome content and editing app🌸By the way, what’s its name ? Thanks
This video started and 31 seconds into it 45 seconds of ads started playing.
only problem is most people can’t psychologically withstand the temporary drawdowns
using a compound interest calculator I don't arrive to the same numbers you do. something is off
I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.
Find quality stocks that have long term potential, and ride with those stocks. I have found it takes someone who is very familiar with the market to make such good picks.
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
Yes. It is very easy to buy in on trending stocks but the problem is knowing when to sell or hold, which is why a coach is important. I've been in touch with one for about a year now and although I was initially skeptical about it, I will say I've made more progress within a year generating 6figure profit
Over 30 years my age is around 67, I would be die in other 3 or 4 years what is the use. Please let me know which can help next 10 years boss
Be careful with sector investing. Don't let these dudes hype you up. Do your research. Figure out what the investors are doing first. Then analyze the investment principles. Not the TH-cam dudes.
Put a wittle more effort into research and just buy the S&P/QQQ every time it drops 10% or more
When will you have a month?
You will need a strong stomach to invest in what he’s recommending, especially when you have a handful of companies controlling the fund itself. No question about it. You can make a lot of money, but you’re going to feel some big downs as well. Absolutely long-term play anything short and buy pepsid stock
Why is TH-cam putting the word si For when you remove the commercial from the program you are watching I think this is not right what TH-cam is doing what does it mean yes why do I have to press yes there is a lot of commercial I have to escape the commercial and because I have to press so it's wrong
So much spam in the comments. People who run these sites should regularly get rid of this crap.
I wonder what that math would be if you take $20k into each for 20 years.
One of the greatest fears about investing in the stock market is the potential for loss. Many people worry about market volatility, economic downturns, and the possibility that their investments may not recover.
There's often concern about making the wrong choices or not having enough knowledge to navigate the complexities of the market. This fear can be exacerbated by stories of others losing significant amounts of money, leading to a hesitance to invest at all.
Diversification is the key. My portfolio is well diversified with the help of a financial adviser. This helps me make more than +400% monthly on my investments.
Hmmm this is quite interesting, Please can you leave the info of your investment advisor here? I’m in dire need for one.
*Julianne Iwersen-Niemann* is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.
I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get.
don't do it
SCAM! Run for your life.
I prefer FSPHX over FHLC.
Do these investments just pertain to that one time only $ 100,000 investment? Not putting in another red cent?
Correct, no additional money is put in from the “Investor”. However, the annual dividend payment is REINVESTED instead of taken.
Just use another etf that has a proven track record of the percentage gain that you like. SCHD, SCHG, VOO, VTI, TQQQ, or a little riskier but massive potential SPYU. 100’s more to choose from. Look at their past annual growth for yourself.
How many ads can you squeeze into one video ???….. surely it’s more profitable than investing in index funds
I don’t see inflation?
i just need to come up with 500k.
There are better funds out there. Even Fidelity offers more aggressive growth funds with great longer term potential.
I put in 250000 three week hold on the money..Do better fidelity
You also consider inflation . Look at purchasing power in 10 20 or 30 years .
WHO has $100,000 to invest at a young age? Most young people can't afford rent.
At 10:17... did you show the wrong chart?