S&P 500 or Global Index Fund?

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  • เผยแพร่เมื่อ 2 ม.ค. 2025

ความคิดเห็น • 43

  • @jesseatwal6403
    @jesseatwal6403 ปีที่แล้ว +4

    Top Channel, helped me a lot so far with investing! Keep up the good work!

  • @jared_does_hardmoney
    @jared_does_hardmoney ปีที่แล้ว +7

    I think it's pretty clear that during the 20th century, the United States was the best mix of stability and growth for investing. In the 21st century, there may be more upside in global funds, but I will say I am not particularly confident in European economies that seem to be gradually drifting away from a true market economy and perhaps overly focused on 'green' initiatives such as electric cars over larger issues like energy sustainability and investments in infrastructure. I also do not love economies with aging populations where the ratio of worker / non-worker is becomming more dramitic over the next few decades.

    • @MakingMoneySimple
      @MakingMoneySimple  ปีที่แล้ว +1

      Thanks for the insightful comment. That all makes sense! Personally, I still think it’s impossible to know what will happen in the global economy, so take comfort in using a global fund and knowing I’m globally diversified

    • @jared_does_hardmoney
      @jared_does_hardmoney ปีที่แล้ว +1

      @@MakingMoneySimple fair enough. Most S&P 500 companies are heavily divested globally as-is, but I hear your point

    • @MakingMoneySimple
      @MakingMoneySimple  ปีที่แล้ว +1

      @@jared_does_hardmoney around 50% of S&P 500 revenue comes from overseas from memory

  • @wenxe88
    @wenxe88 4 วันที่ผ่านมา +1

    Great content mate ! greetings from Argentina

    • @MakingMoneySimple
      @MakingMoneySimple  4 วันที่ผ่านมา

      @@wenxe88 thanks mate, I really appreciate it! Unreal, you might be my first Argentinian viewer 🇦🇷😅

  • @drpepper9438
    @drpepper9438 ปีที่แล้ว +1

    Nice video mate, cemented me going for global index

    • @MakingMoneySimple
      @MakingMoneySimple  ปีที่แล้ว

      Great to hear 💪 and thanks for watching mate!

  • @Coopzzz360
    @Coopzzz360 6 หลายเดือนก่อน +1

    Would you recommend splitting it? Say 60% all world and 40% S&P 500.

    • @MakingMoneySimple
      @MakingMoneySimple  6 หลายเดือนก่อน

      @@Coopzzz360 honestly - it’s completely up to you. You can do if you want. You’d then be ‘overweight’ US stocks, as the global fund already has US stocks. So you don’t technically need the US fund. But as long as it’s a conscious decision to be overweight US stocks and you’re happy with that, then go for it!

  • @stevenew85
    @stevenew85 ปีที่แล้ว +6

    slowly moving towards the global all cap

    • @MakingMoneySimple
      @MakingMoneySimple  ปีที่แล้ว

      Nice one Stephen! How come? For more diversification?

  • @markdillon5494
    @markdillon5494 10 หลายเดือนก่อน +8

    I'm in the S&P500 just now while the US is on top but one day I may switch to global when I see the tide turning somewhere else. Until then Ill stay S&P500.

    • @MakingMoneySimple
      @MakingMoneySimple  9 หลายเดือนก่อน

      Sounds good Mark. Thanks for sharing mate!

    • @espesq
      @espesq 7 หลายเดือนก่อน +1

      Traveling the world, seeing people on iPhones in Starbucks is an example that most of the 500 are global companies. Of course miss out on Toyota and Louis Vitton, but for me the level of diversification is good enough for me.

    • @MakingMoneySimple
      @MakingMoneySimple  6 หลายเดือนก่อน

      @@espesq agreed - still a good level of diversification. The world is very globalised, and I think something like 50% of the S&Ps revenues come from overseas. But I still prefer and stick to global funds!

  • @chobychapman
    @chobychapman ปีที่แล้ว +1

    Nice video. Do you prefer VUSA or VUAG? One pays dividends and one doesn’t. What is your view on dividend paying index’s?

    • @MakingMoneySimple
      @MakingMoneySimple  ปีที่แล้ว +2

      I generally prefer accumulation funds, so VUAG. Although unfortunately Vanguard only offers VUSA, so if you wanted to use VUAG you’d have to use another platform like trading212!
      It’s worth saying - they BOTH pay dividends. It’s just VUSA pays them out as cash whereas VUAG reinvests them back into the fund

  • @harryclarke1482
    @harryclarke1482 ปีที่แล้ว +1

    Great video mate! Do you think the fact more and more people seem to be clued up and investing/investing in index funds will have any effect on the future markets?

    • @MakingMoneySimple
      @MakingMoneySimple  ปีที่แล้ว

      That’s a great point Harry, tough one to say! I think many are still unaware and many still try to ‘beat the market’. But you are right, over time more people are aware, which has raised the question of an ‘index fund bubble’. But tbh, who knows! You’d imagine more money in the stock market = more people buying = a higher stock market over time 🤔

  • @espesq
    @espesq 7 หลายเดือนก่อน +1

    Minor point, rather than SPY, VOO is .03 fee

    • @MakingMoneySimple
      @MakingMoneySimple  6 หลายเดือนก่อน

      Yeah - that’s the US investor equivalent. Being from the UK, in this video I was referring to the funds that UK investors have available to them 🙌

  • @mazzgoldie9149
    @mazzgoldie9149 ปีที่แล้ว +1

    Both are good and youll make good money if you dca into either consistently

    • @MakingMoneySimple
      @MakingMoneySimple  ปีที่แล้ว +1

      Agreed. Hit the nail on the head. Just need to start then stay consistent!

  • @liamcraighill
    @liamcraighill ปีที่แล้ว +3

    35k in snp500 only

  • @the_ikiru
    @the_ikiru หลายเดือนก่อน

    "it's anyone's guess"... It's not though. Some countries are difficult to run a business in. Some countries have a lot of corruption. These are not guesses.

    • @MakingMoneySimple
      @MakingMoneySimple  หลายเดือนก่อน

      @@the_ikiru the best country each decade regularly changes - which is why I personally invest into a global fund. The beauty of investing is that you can invest into whatever you like 😁

  • @knowledgeseeker5499
    @knowledgeseeker5499 ปีที่แล้ว +3

    Any day US index for me 😀

  • @george6977
    @george6977 ปีที่แล้ว +3

    I expect China to try and take Taiwan and the South China Sea one day so invest in MSCI World, the developed countries .

    • @MakingMoneySimple
      @MakingMoneySimple  ปีที่แล้ว

      Cheers for sharing George! Are China and Taiwan in that fund? Or not?

    • @george6977
      @george6977 ปีที่แล้ว +1

      @MakingMoneySimple
      MSCI classify China, Taiwan and South Korea as emerging market countries, but Hong Kong and Singapore as Developed market countries.
      MSCI and FTSE differ in their classification of countries.
      If the US CAPE ratio was near its long term average I would be buying the S&P 500 instead.

    • @MakingMoneySimple
      @MakingMoneySimple  ปีที่แล้ว

      @@george6977 interesting George, cheers. Assume you don’t want exposure to the former counties but do want exposure to the latter countries, which is fair enough, and hence your choice!

  • @VegasMilgauss
    @VegasMilgauss ปีที่แล้ว +2

    B O T H

    • @MakingMoneySimple
      @MakingMoneySimple  ปีที่แล้ว

      Nice one 💪 do you use both these specific funds, VUSA and VWRL?