If you're looking to invest in stocks, two good options are mutual funds or their financial cousins, Exchange-Traded Funds, also known as ETFs. Here's a look at the pros and cons. Subscribe to the WSJ channel here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Follow WSJ on Facebook: http://www.facebook.com/wsjvideo Follow WSJ on Google+: https://plus.google.com/+wsj/posts Follow WSJ on Twitter: https://twitter.com/WSJvideo Follow WSJ on Instagram: http://instagram.com/wsj Follow WSJ on Pinterest: http://www.pinterest.com/wsj/ Don’t miss a WSJ video, subscribe here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Visit the WSJ Video Center: https://wsj.com/video On Facebook: https://www.facebook.com/pg/wsj/videos/ On Twitter: https://twitter.com/WSJ On Snapchat: https://on.wsj.com/2ratjSM
Views: 58775 Wall Street Journal
Learn to budget, beat debt, & build a legacy. Visit the online store today: https://goo.gl/GjPwhe Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 103529 The Dave Ramsey Show
A quick video comparing ETFs and mutual funds! Listen to two audio books for FREE by signing up for an Amazon Audible 30 day free trial!!➤➤➤http://amzn.to/2DAuty0 My top 5 investing books: 1. A Random Walk Down Wall Street - http://amzn.to/2FUmrRl 2. One Up On Wall Street - http://amzn.to/2DqgqgW 3. Technical Analysis For Dummies - http://amzn.to/2FQyHlV 4. The Intelligent Investor - http://amzn.to/2FRBbAA 5. Security Analysis - http://amzn.to/2Dq68hP Don't forget to join the Young Investors Facebook group: https://www.facebook.com/groups/theyounginvestors/ Subscribe for more videos like this: https://www.youtube.com/nateobrien?sub_confirmation=1 Check out my second channel here: https://www.youtube.com/channel/UCg60QRUSvLZMF4zHv2ajBqA/featured?sub_confirmation=1 Follow me on social media: Snapchat: nateob2 Instagram: nateobrienn DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! This channel is funded by donations from subscribers like you! Every donation is greatly appreciated! ➤➤➤ https://www.paypal.me/NateOBrien Send me something! (Letters are more fun than emails!) PO Box 7329 NEW YORK, NY 10116
Views: 5418 Nate O'Brien
11/9/2017 Webcast: ETFs--What you need to know Should you invest in ETFs or mutual funds, or both? To help you understand these two investment vehicles, Vanguard investing experts Rich Powers and Josh Hirt discuss their similarities and differences. Important Information All investing is subject to risk, including the possible loss of the money you invest. This webcast is for your educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation. Diversification does not ensure a profit or protect against a loss. Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. Vanguard ETF Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling. For more information about Vanguard funds or Vanguard ETFs, visit https://vgi.vg/2kePtVu to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing. © 2017 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor.
Views: 10239 Vanguard
In this video, I explain the difference between there three types of investment options. Let’s connect: PATREON: https://www.patreon.com/missbehelpful FACEBOOK: https://www.facebook.com/missbehelpful/ INSTAGRAM: https://www.instagram.com/missbehelpful/ TWITTER: https://twitter.com/missbehelpful More from MissBeHelpful: My VERY FIRST video (AWWW): https://www.youtube.com/watch?v=SO-xx4acDEM How Trump Can Affect Your Finances: https://www.youtube.com/watch?v=S0Sv6-lXJhY&t=132s 10 Money Moves I'm Thankful I Made: https://www.youtube.com/watch?v=0jxEC1wYgeE&t=16s Money Tips for College Grads and Young Professionals: https://www.youtube.com/watch?v=kSEHaj9ic1w&t=3s What's Up With the Stock Market??: https://www.youtube.com/watch?v=vwdMjWwDaY0&t=102s How To Deal With Financial Stress: https://www.youtube.com/watch?v=8kGlApAwowk&t=10s 5 Rules of Investing!: https://www.youtube.com/watch?v=2HKbW9GbBvA&t=17s Stocks vs. Bonds: What's the Difference?: https://www.youtube.com/watch?v=83NSx65TsxQ&t=10s What Is APR?: https://www.youtube.com/watch?v=OO6Wg1CPgPw&t=1s
Views: 47038 MissBeHelpful
Following the Mutual fund series describing the superiority of Index funds over Actively managed Mutual funds, a lot of queries were made regarding Index fund and ETF. Many viewers wanted to know if they can invest in Mutual fund through index funds or ETF, which one is superior etc. One can invest in the stock market either through an Index fund OR an ETF, both of which serve the same purpose except there are some minor differences between the two which are explained in this video. How to invest in the stock market for beginners can be a tricky thing and this video seeks to answer a part of the idea. It is recommended that the viewers watch the Mutual fund series : https://www.youtube.com/watch?v=8CYgDbyfvxg&list=PLVmnE28fnhrPqNNFyy8RfoMZf6uzvULws Website : www.varunmalhotra.co.in Facebook Page: https://www.facebook.com/www.varunmal... Instagram : https://www.instagram.com/varun.malho... Stock market for beginners : https://goo.gl/LQEhPp The Truth about the Mutual fund industry : https://goo.gl/Gouv4Y Disclaimer: All videos/comments and all other forms of communication are for educational purposes only and should NOT be considered as INVESTMENT ADVICE. The company (EIFS)/or any individual representing the company shall NOT be held liable for any loss suffered in any form by a student/youtube viewer/member of the public. Any information provided through our videos/classes/comments/social media posts or any other form must NOT be considered Investment advice.
Views: 85322 Varun Malhotra
As part of his Vanguard retirement plan, Gene is invested in energy and healthcare. He's heard Wes discuss the value of ETF before and want's some help before making any changes to his portfolio. Wes provides some fresh insight that helps simplify Gene's decision. Original air date: January 7, 2018 - Hour 1, Call 1. Wes Moss is the host of MONEY MATTERS – the country’s longest running live call-in, investment and personal finance radio show – on News 95-5FM and AM 750 WSB. You Can Retire Sooner Than You Think, by Wes Moss - Buy it here: http://a.co/4Srbldy
Views: 781 Wes Moss Money Matters
In this week's Countdown to Retirement, a viewer asks if he should invest in ETFs (exchange traded funds) or mutual funds. Joe explains the difference between these two types of funds and describes which one they recommend. Important Points: 0:18 “I’ve been looking at ETFs and mutual funds, and I’m not quite sure where to invest. Can you help me decide where the best place is to put my money?” 0:41 "There are two subtle differences...an exchange traded fund is where you're basically buying the market. So if I want small gap, large gap, mid gap, etc. - an exchange traded fund is where I'm buying the entire index and it's at a very low cost." 0:57 “I like ETFs quite a bit because they’re very transparent, they’re very cheap and they’re very tax-efficient – there’s not a lot of trading that goes on.” 1:04 "In an active managed mutual fund, you have a portfolio manager that's buying and selling stocks in a particular category of stocks, such as large companies...the majority of them fail to beat the overall benchmark so I'd much rather stick with the benchmark which would be an exchange traded fund which is lower cost, more tax-efficient and 100% transparent." 1:38 "Part of the reason why they (ETFs) are cheaper is their internal costs are cheaper because they don't have a fund manager and a bunch of analysts trying to pick stocks." 1:47 “Those that do active mutual funds over the long term tend to earn the market return minus their cost so you’re better off with an ETF.” If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/ Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: yourmoneyyourwealth.com https://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
Views: 859 Pure Financial Advisors, Inc.
In this video, learn about the five biggest mistakes that investors make when buying ETFs, or exchange-traded funds. To learn the basics about ETFs, visit https://www.fidelity.com/learning-center/investment-products/etf/overview. To get started investing with ETFs, visit https://www.fidelity.com/etfs/overview To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments --------------------------------------------------------------------------------------------- Let’s talk about the five biggest mistakes investors can make when buying exchange-traded funds. ETFs can be good tools for investors - when used appropriately. But with any investment, there are always things to watch out for. Number 1: Buying the Hot New Thing More than 100 new ETF products launch each year, many of them chasing the latest hot trend. Cloud computing, driverless cars, 3-D printing … you name it, there’s an ETF for that. Buying into the latest hot theme might make you big returns, but take care: These product launches may come after there has been a run up in the market. Buying at the top can be painful on the way down. Number 2: Buying Something You Don’t Understand The only thing worse than chasing the hottest trend is buying something you don’t understand. ETFs have taken institutional strategies and made them push-button-easy for everyday investors to access. Want access to commodity futures? There’s an ETF for that. 300% leverage? 200% short? Interest-rate carry plays? Yes to all. But just because you can buy something easily doesn’t mean you should. All of these funds may be good tools, but only if you know how to use them correctly. Number 3: Thinking All ETFs Are Created Equal Consider China. At the start of 2014, there were more than a dozen broad-based China ETFs. For example, had you chosen PGJ, the PowerShares Golden Dragon China ETF, at the start of the year, you would have lost more than 7% of your money. Had you instead chosen ASHR, the Deutsche Xtrackers Harvest CSI 300 China A-Shares ETF, you would have earned a 51% return. Both are “China ETFs.” Both can provide big, diversified portfolios. But ASHR has significant exposure to Chinese Ashares—largely consumer-focused stocks listed and traded on the domestic Chinese market— which performed spectacularly well in 2014. Don’t assume all ETFs are created equal. Just because two ETFs cover the same market doesn’t mean they provide the same exposure or returns. There’s no guarantee which fund will perform better in the future. But if you wanted to invest last year in the growth of the Chinese consumer and the domestic investor base there, a little bit of research would have gone a long way. Number 4: Trading…Just Because You Can Trading is central to ETFs. It’s right there in the name. But just because you can trade an ETF intraday doesn’t mean you should. Emotions are often an investor’s worst enemy. You zig when you should zag; you sell at the bottom and buy at the top. We all do sometimes. The trouble is ETFs make that even easier than traditional mutual funds. ETFs’ intraday liquidity can be great when you need to get into or out of the market quickly. But those situations are rare. Number 5: Only Using Market Orders When you do invest, consider using a limit order versus a market order. Market orders are instructions to buy or sell securities at the best possible price right now. That can work well for the most liquid ETFs, but as you move beyond the top dozen ETFs, you can find yourself getting trades executed at prices you don’t really want. Using a limit order means you agree to buy an ETF at a certain price or below, and sell it at a certain price or above. A limit order puts the control back in your hands and can help you set the price on your terms. Learn from these common mistakes to help avoid making them yourself. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, Rhode Island, 02917 723254.2.0
Views: 214601 Fidelity Investments
Berkshire Hathaway CEO Warren Buffett speaks to CNBC's Becky Quick about this year's shareholder meeting and his best long-term investing tip. For more of Warren Buffett's wit and wisdom visit https://Buffett.CNBC.com » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Google+: http://cnb.cx/PlusCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC Warren Buffett: Buying And Holding Index Funds Has Worked | CNBC
Views: 190259 CNBC
Enough investors have asked me if there is an advantage to using ETF's (exchange traded funds) or Mutual Funds, that it was time to make a quick video to answer the question. Watch this video to here me out. I have been a Financial Advisor since 1990 and I have extensive experience using both. Remember, these are merely tools that may help you build an investment portfolio. I give examples of which one is better based on the unique circumstances of the end user. My goal with my YouTube channel is to put the "personal" back into personal finance. Please subscribe to my channel:) You could find more of my content on CNBC at: https://www.cnbc.com/search/?query=mitch%20goldberg&qsearchterm=mitch%20goldberg And more at www.ClientFirstStrategy.com
Views: 68 ClientFirst Strategy
It is important to understand the difference between mutual funds and ETFs for your investing. In Canada we have some of the highest mutual fund fees. Matt covers some more differences between them and what investors need to know
Views: 13492 Fortrus Financial Coaching
We need to stop assuming ETFs are better than index funds because they have lower expenses!! https://freefincal.com/invest-nifty-next-50-index/ Follow above link to see all the graphs and the price-nav difference for NIfty Next 50 ETF (Junior Bees) Get six free e-books: https://goo.gl/KS75MF Download robo advisory template: https://goo.gl/6g8z2M Screen for best mutual funds: https://goo.gl/jmaqhF Select from my handpicked mutual funds https://goo.gl/X32C7p Free stock analysis tools: https://goo.gl/vJNx8n
Views: 2649 freefincal - Prudent DIY Investing
In this video series, you will learn about whether investing in mutual funds or ETFs might be the right choice for you based on your current financial situation and goals. To open a brokerage account, visit: https://www.fidelity.com/open-account/overview To view more video in this series, visit: https://www.youtube.com/playlist?list=PLGKKmEmJDSiKoM-mD24lmaUeupHP62cDW To see more videos from Fidelity Investments, subscribe to: https://www.youtube.com/fidelityinvestments Facebook: https://www.facebook.com/fidelityinvestments Twitter: https://www.twitter.com/fidelity Google+: https://plus.google.com/+fidelity LinkedIn: https://www.linkedin.com/company/fidelity-investments ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- Mary would like to buy a home within the next 5 to 7 years, but needs to save for a down payment and moving expenses first. She has a small amount of money to start with today, and plans on investing a set amount every month for a few years. Convenience is very important to Mary – she doesn’t want to be responsible for remembering to make an investment each month. So she plans on having the monthly investment automatically deducted from her checking account. A mutual fund allows Mary to set up a regular purchase program from her bank account. This automatic feature is not available on an ETF – with an ETF, Mary would need to manually place buy orders for each trade. Since Mary is going to invest a fixed amount of money each month, she may want to consider a mutual fund, as it provides the ability to invest specific dollar amounts. And at Fidelity, Mary has at her fingertips… Over 10,000 mutual funds from hundreds of fund companies, many with no transaction fees. Access to highly rated funds – including those rated four or five stars by Morningstar®¹, one of the industry’s most respected, independent experts on mutual funds… Research and insights from Fidelity, one of the leading investment management firms. Mary also understands that there will be market fluctuation and risk to her investment principal. After doing her homework on the many mutual fund choices available to her, Mary selects a fund whose investment objective and risk profile closely aligns with her investment objectives, risk tolerance, and time. She is excited to be on the road to home ownership. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 682198.2.0
Views: 55147 Fidelity Investments
Live answers to your investment queries.
Views: 2613 Value Research
This video will clear out all your doubts about Mutual funds, ETF's, Active funds and Index funds. At the end of the video you will know which gives you the best return in long term. We look forward to your thoughts and feedback on this. To know about our Stock Markets course mail us at [email protected], with your mobile number and city of residence. Make sure to visit our website: http://goelasf.in/ Instagram: @goelasf @adityagoela @harshgoela We have launched our FREE NEWSLETTER for updates on Stock Markets. This will help you by… · Being introduced to new trading strategies and ideas · Keeping informed on the financial instruments available · Staying focused on wealth creation by sticking to your investment methodology Simply click to this page to subscribe… http://eepurl.com/dDuxc5 We highly recommend you to try it out, we’re sure you’ll find the information valuable and it’s a superb way for us to keep in touch with you on important happenings.
Views: 2571 Goela School of Finance
We get a lot of questions about the pros and cons of investing in ETF's with your Roth IRA or other retirement accounts. There are ETF's for everything these days so today we will show you the basics of how exchange traded funds work. We'll cover the fees compared to mutual funds and what some of the main reasons is that we use ETF's at jazzwealth.com. Consider all your options before making a decision but while you're considering those options we hope you will check out our other videos on our youtube channel and consider subscribing. We are an investment service company that manages retirement investments for the growth investor, having more than 10 years until retirement. For more information call us at 727.492.0314 or visit www.JazzWealth.com Facebook https://www.facebook.com/JazzWealth/ Instagram @jazzWealth Investment related questions 📧 [email protected] Business Affairs 📧[email protected]
Views: 8411 Jazz Wealth Managers
For investors without the time to invest in individual stocks (or, for that matter, who just want automatic diversification), stock funds which bundle a bunch of different companies together make a ton of sense. The question, of course, is: Which one should you buy? We break down the benefits and drawbacks of mutual funds, exchange-traded funds (or ETFs), and index funds to help you answer that question. Three key metrics to look at are turnover, expense ratio, and five-year performance – we explain those in greater depth in the video, but they should help you quickly whittle down the number of funds. That lets you focus on more qualitative factors, like whether you like the fund manager’s philosophy and what mix of stocks you want to own. Leave us a comment below to let us know what you thought of the video! ------------------------------------------------------------------------ You can read more about The Motley Fool's disclosure policy here: https://www.fool.com/legal/fool-disclosure-policy/ Subscribe to The Motley Fool's YouTube Channel: http://www.youtube.com/TheMotleyFool Join our Facebook community: https://www.facebook.com/themotleyfool Follow The Motley Fool on Twitter: https://twitter.com/themotleyfool Or, follow our Google+ page: https://plus.google.com/+MotleyFool/p... Inside The Motley Fool: Check out our Culture Blog! http://culture.fool.com
Views: 6211 The Motley Fool
What are Mutual Funds, Index Funds, & ETF's and How to Evaluate Them ★ SUMMARY ★ If you're looking to invest your money, such as your investment capital and you want some exposure to the stock market in hopes of your money appreciating but you're a little more hands off - you might have been looking at mutual funds. I want to explain the differences between Mutual Funds, Index Funds and ETFs - and how to evaluate them. Posted at: http://tradersfly.com/2015/04/what-are-mutual-funds-index-funds-etfs-and-how-to-scan-them ★ SHARE THIS VIDEO ★ http://youtu.be/onhtUuDv7Ac ★ SUBSCRIBE TO MY YOUTUBE: ★ http://bit.ly/addtradersfly ★ ABOUT TRADERSFLY ★ TradersFly is a place where I enjoy sharing my knowledge and experience about the stock market, trading, and investing. Stock trading can be a brutal industry especially if you are new. Watch my free educational training videos to avoid making large mistakes and to just continue to get better. Stock trading and investing is a long journey - it doesn't happen overnight. If you are interested to share some insight or contribute to the community we'd love to have you subscribe and join us! STOCK TRADING COURSES: -- http://tradersfly.com/courses/ STOCK TRADING BOOKS: -- http://tradersfly.com/books/ WEBSITES: -- http://rise2learn.com -- http://tradersfly.com -- http://backstageincome.com -- http://sashaevdakov.com SOCIAL MEDIA: -- http://twitter.com/tradersfly -- http://facebook.com/tradersfly MY YOUTUBE CHANNELS: -- TradersFly: http://bit.ly/tradersfly -- BackstageIncome: http://bit.ly/backstageincome
Views: 127486 Sasha Evdakov: Tradersfly
#Mutual #funds are a wildly popular option in the U.S. - especially in workplace retirement plans such as 401(k)s - with total assets under management of ~$19 trillion. These funds are typically bought and sold through investment companies instead of on public stock exchanges and therefore, unlike publicly traded ETFs, they do not always have trading commissions (though some do!). However, they almost always do charge an annual management fee, commonly referred to as an expense ratio, as well as other transaction-related and account maintenance fees. Mutual funds usually come in two classes: passive and actively managed. Passive mutual funds are often linked to an index (such as the Dow Jones Industrial Average, Nasdaq, or S&P 500) which in turn means that they are much more efficient due to lower trading and taxation costs. As such, they often have very low expense ratios and minimal to no transaction fees. These funds are often a great choice for passive investors if they invest a fairly consistent amount on a frequent schedule such as monthly or quarterly. This technique, known as dollar cost averaging, minimizes timing risk by eliminating the possibility of investing all of one’s money right before a market crash occurs. Since these funds have little-to-no transaction fees and very low expense ratios, they are ideal solutions for regular savers and investors since these low costs match up well with the fact that the stock market indices are known to appreciate at a pretty steady clip over the long term. However, while index mutual funds certainly have their pros, they do have some negative trade-offs. First, you are guaranteed to always slightly underperform the market by receiving a market-level return before fees are subtracted. Second, you have no control over holdings. You own shares in companies regardless if you approve of the products or services they provide or if you think they are worth investing in or not. Finally, you have no downside protection. If the stock market sells off, your investment will do so right along with it. There are no hedges offered within the fund against sharp declines. While you can always invest some of your savings in another fund, such as a bond fund, to hedge your overall portfolio against declines, this requires additional account maintenance and can also increase your fees thereby offsetting some of the main arguments in favor of holding index mutual funds. The other type of mutual fund is the actively managed mutual fund. These vehicles involve a portfolio manager selecting individual stocks and bonds of varying weights according to the fund’s strategy and the manager’s conviction whose opinions are typically supported by a team of research analysts. The pros of this structure include the potential to outperform the market, being able to invest your funds in a manner that more closely aligns with your preferences (whether strategic or moral), as well as potentially more protection against downside risk. Of course, however, these pros come with some cons. These include higher fees due to the significantly higher transaction, management, and research costs, the potential to underperform their index (especially net of fees), less tax efficiency (due to greater portfolio turnover). The other fund structure is the ETF. While they have been around for a little over two decades, over the past decade #ETFs have become extremely popular with total AUM growing rapidly to over $3.5 trillion. Unlike mutual funds which only trade at the end of each day when their price is updated, ETFs trade live on the major exchanges just like regular stocks. Similar to index mutual funds, ETFs tend to have very low expense ratios and tend to be more tax efficient. However, they do involve trading commissions, although some brokerages offer commission-free trading. In addition to their low fees, ETFs are favorable to mutual funds for investors who like to trade during the day and place stop orders, limit orders, and/or place short positions as these are possible with ETFs but not with mutual funds. Additionally, ETFs are often available in very niche sectors whereas mutual funds tend to be more general or strategy-specific. The primary cons of investing in ETFs include bid/ask spreads (i.e., you get less than the ETF’s NAV when selling and/or you pay more than NAV when you purchase) that vary with the liquidity of the individual fund wheras mutual funds always charge and pay NAV minus transaction fees. Additionally, while intraday liquidity is a pro in some cases, it can also be a con if investors lack discipline and trade in and out constantly, racking up transaction fees and short term capital gains taxes.
Views: 738 Sure Dividend
ETFTrends.com CEO Tom Lydon and Moody’s Chief Economist and Managing Director John Lonski on the markets, ETFs and the U.S. economy.
Views: 5393 Fox Business
http://www.lifestyletrading101.com The famous and most successful investor of all-time Warren Buffett recommends buying a low-cost index fund spread out over time (dollar-cost averaging). Specifically, he recommends the Vanguard S&P500 Index Fund. Of course, there are multiple ways you can take on Buffett’s recommendation to invest in the index fund and we’ll talk about the most popular ones here with a look at pros and cons of each. Holders of these index funds are typically eligible for dividends when you hold into the Ex-Div Date. Learn more about how ex-div and dividends work here: Dividends: http://www.lifestyletrading101.com/spy-ex-div-dates-2017/ More Information: http://www.lifestyletrading101.com/buying-the-sp500-index-fund-vanguard-vfiax-vs-voo-vs-spy/ More on Buffett's best investment advice: http://www.lifestyletrading101.com/warren-buffetts-best-investment-advice-buy-index-funds/
Views: 198167 Stock Surfer
This week I move on to answering why it can be dangerous to assume that all ETFs are better or worse than all mutual funds. Watch the full video to find out why and remember, there are no dumb questions so make sure to ask if you still have any! ------------------------ Visit PWL Capital: http://www.pwlcapital.com/ottawa Follow PWL Capital on: - Twitter: https://twitter.com/PWL_Capital - Facebook: https://www.facebook.com/PWLCapital - LinkedIN: https://www.linkedin.com/company/105673 Follow Nancy Graham on - Twitter: https://twitter.com/NancyGrahamPWL - LinkedIN: https://www.linkedin.com/in/nancy-graham-cpa-ca-cfp-cim-4579aa8
Views: 9899 No Dumb Questions with Nancy Graham
ETFs VS Index fund and more in my Investing eBook http://financialwoman.com/bricks-investing-ebook =========================================== SUPPORT FINANCIAL EDUCATION FOR WOMEN BY: Liking This Video Subscribing to my Channel here: http://www.youtube.com/subscription_center?add_user=financialwomantv =============================================== Financial coach and women and money author Camille Gaines explains the difference between an etf vs index funds. Etfs and index funds are great ways to invest in the stock market or bond market in a broad diversified way. The main difference in relation to an individual investor however, is the way that you buy and sell those etfs vs index funds. ====================================================== Other videos on etfs VS index funds: Forbes - Jack Bogle: https://www.youtube.com/watch?v=zrCo0m5gSfc Vanguard: https://www.youtube.com/watch?v=w4ILp9-UApo ====================================================== My s&p500 Video: https://www.youtube.com/watch?v=cdEPa0-hwYQ My video on etfs: https://www.youtube.com/watch?v=11_9LL65aTc&t=1s ======================================================Help me Crush the Financial Education Gap between Men and Women by: 1. Liking This Video 2. Subscribing to my Channel here: http://www.youtube.com/subscription_center?add_user=financialwomantv 3. Share this video link on your social media channels =============================================== This is financial education only and is not to be taken as personal financial advice since everyone’s situation is different. Learn personal finance and investing basics so you can embrace and lead your wealth with confidence! =================================================== Camille Gaines Financial Coach Leave a Comment here and I’ll answer it, or connect with me here, too: http://financialwoman.com/ Facebook: https://facebook.com/FinancialWoman Instagram: https://instagram.com/financial_woman/ Pinterest: https://pinterest.com/camillegaines/ Twitter: https://twitter.com/Financial_Woman Here’s More about Me Personally: About: http://financialwoman.com/financial-woman-about Financial Coaching: http://financialwoman.com/financial-coaching-programs-4 Free Financial Coaching Tools: http://financialwoman.com/financial-coaching-tools =========================================== I really appreciate you watching. Thank you:) All the Best, Camille #FinancialWoman https://youtu.be/fZlCWF15p00
Views: 12599 Retire Certain
Mutual Funds VS Market Index Funds Learn to budget, beat debt, & build a legacy. Visit the online store today: https://goo.gl/GjPwhe Subscribe to stay up to date with the latest videos: http://www.youtube.com/user/DaveRamseyShow?sub_confirmation=1 Welcome to The Dave Ramsey Show like you've never seen it before. The show live streams on YouTube M-F 2-5pm ET! Watch Dave live in studio every day and see behind-the-scenes action from Dave's producers. Watch video profiles of debt-free callers and see them call in live from Ramsey Solutions. During breaks, you'll see exclusive content from people like Rachel Cruze, and Chris Hogan, Christy Wright and Chris Brown —as well as all kinds of other video pieces that we'll unveil every day. The Dave Ramsey Show channel will change the way you experience one of the most popular radio shows in the country!
Views: 513661 The Dave Ramsey Show
You like dividend checks. However, you are unsure whether you should pursue individual dividend-paying stocks or dividend-focused ETFs (exchange traded funds). Today's video, a response to a subscriber question, compares and contrasts individual dividend growth stocks versus dividend mutual funds (ETFs), through my personal lens. While I cannot answer this question for others, I can share my personal pros and cons when I compare the two, and how I decided to proceed in my personal stock portfolio. Specifically, I cover: * Two specific ETF (exchange traded fund) examples from a major ETF mutual fund family. * Why starting yields may be a bit too low with ETFs. * Why I love the control that individual, dividend stocks offer. (And, their lack of ongoing fees is nice too.) * How one can derive more value (when stocks are "on sale") via individual stocks versus mutual funds (which offer a basket of stocks). This is a critical point. The stock market, in my opinion, is not efficient. By holding individual dividend stocks, I get to buy bargains all the time. * When ETFs and mutual funds may make sense (namely retirement accounts where individual stocks are not an option, or those that have smaller portfolios without the prospect of large-scale growth). * How I hope and dream that everyone watching has a million dollar (or more) dividend stock portfolio, one that pays massive cash flow. Today's video is a bit contrarian, and that's ok. My goal is one of early financial freedom and massive passive income. Since my goals are a bit unconventional, my personal finance strategy has been a bit unconventional too. Learn more about dividend stock brokers: https://www.youtube.com/watch?v=qcuXZauMwZk Learn more about individual vs. retirement accounts (for someone seeking early financial independence): https://www.youtube.com/watch?v=Y_MqPhKoH90 Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Please talk to your licensed investment advisor before making any financial decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 23979 ppcian
In this video we will take a look at twelve vanguard funds that I personally would consider investing into. Let me know which mutual funds and ETFs you are considering for this coming year! Listen to two audio books for FREE by signing up for an Amazon Audible 30 day free trial!!➤➤➤http://amzn.to/2DAuty0 My top 5 investing books: 1. A Random Walk Down Wall Street - http://amzn.to/2FUmrRl 2. One Up On Wall Street - http://amzn.to/2DqgqgW 3. Technical Analysis For Dummies - http://amzn.to/2FQyHlV 4. The Intelligent Investor - http://amzn.to/2FRBbAA 5. Security Analysis - http://amzn.to/2Dq68hP Don't forget to join the Young Investors Facebook group: https://www.facebook.com/groups/theyounginvestors/ Subscribe for more videos like this: https://www.youtube.com/nateobrien?sub_confirmation=1 Check out my second channel here: https://www.youtube.com/channel/UCg60QRUSvLZMF4zHv2ajBqA/featured?sub_confirmation=1 Follow me on social media: Snapchat: nateob2 Instagram: nateobrienn DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! Please remember that I am not a financial advisor and you are solely responsible for the investment decisions that you make This channel is funded by donations from subscribers like you! Every donation is greatly appreciated! ➤➤➤ https://www.paypal.me/NateOBrien Send me something! (Letters are more fun than emails!) PO Box 7329 NEW YORK, NY 10116
Views: 21245 Nate O'Brien
http://optionalpha.com - There are subtle but importance differences between trading these 3 different types of underlyings. In this quick and short video I'll explain the benefits/drawbacks of each style. In particular we prefer if possible to trade ETFs and Index options because they have much less "tail risk" and are generally more liquid for entering and exiting. ================== Listen to our #1 rated investing podcast on iTunes: http://optionalpha.com/podcast ================== Download a free copy of the "The Ultimate Options Strategy Guide": http://optionalpha.com/ebook ================== Still working a day job? Then our "Take 5" segment is for you. 5 mins videos each day on 1 thing you can apply trading options: http://www.youtube.com/playlist?list=PLhKnvfWKsu40z0EnsX0TNqCgUzb8tmM04 ================== Start our 4-part video course (HINT: these videos are NOT posted anywhere else online): http://optionalpha.com/free-options-trading-course ================== Just getting started or new to options trading? Here's a quick resource page we made that you'll love: http://optionalpha.com/start-here ================== Register for one of our 5-star reviewed webinars: http://optionalpha.com/webinars ================== - Kirk & The Option Alpha Team
Views: 46513 Option Alpha
🔴 *VIP Membership Group* 🔴 View my portfolio & every single trade I make! Join now ► http://bit.ly/2Gk9JfW The Vanguard ETF VOO Index Fund is the Best ETF in 2019 - hands down. Vanguard has opened a new avenue for investors to get involved with the stock market, with relatively minimal risk through diversification but gives you the opportunity to earn 7-10% annually on your money. 🔴 *VIP Membership Group - * 🔴 View my portfolio & every single trade I make! Join now ► http://bit.ly/2Gk9JfW Traditionally, if you wanted to invest in the broader market like the S&P 500, you would have to invest in a Mutual Fund. However mutual funds have a lot of negatives and issues. They are a clunky product and difficult to follow and understand, they are not easy to buy or sell, and worst of all - they charge large management fees - usually in the range of 1% to 3%. Typically for a Mutual Fund, you work with a financial adviser to pick out "the best fund for you" - but in reality, you're picking out the best fund for them as they get a commission depending on what fund you end up making an investment in. Those high management fees are fees that they get a cut out of - so they will almost always push mutual fund products onto you even if it isn't the best investment for you. What I also don't like about Mutual Funds like I mentioned, is that when you want to buy it, it usually takes a day or two to process. Same with selling it - and in this day and age - there's no reason to go down that route at all! This is where ETF's come in to save the day - specifically VOO. ETF's provide you the same exposure (or better) than a mutual fund can, but offer much less management fees - saving you hundreds, thousands, or tens of thousands over your investment career. ETF's are able to be traded just like stocks - you can buy and sell them at any time that the market is open, and you instantly have exposure to the ETF. This ETF we're talking about today, VOO ETF, is one that Vanguard offers and is one that I believe is the best ETF for any investor because the management fee is 0.04%, it has enough liquidity that you can buy/sell at any time, and it's a simple product that tracks the S&P 500. If you believe the top 500 companies in the US will succeed and grow even bigger over the long term, there's no better investment on that bet than to go with VOO. Now, VTI has also come as a close runner up to this - which is another ETF offered by Vanguard. VTI encompasses the total market, and gives you exposure to something like 2000 stocks - including small caps, medium caps, and large cap stocks. If you feel that the exposure to the S&P 500 isn't enough, and you want exposure to all companies in the US that are publicly traded, the Vanguard VTI ETF is the way to go - as this also only offers a management fee of 0.04% - absolutely amazing. I hope this clears things up on why ETF's are a better investment tool than Mutual Funds, and I hope this video helps save you even $1 - because that is my goal here - to save you money! I also have a very interesting story to share of a recent visit that I had with my local bank and financial adviser. If you want to hear my recording with this "Financial Adviser" (no joke), comment down below and give this video a huge LIKE! #Vanguard #VOO #ETF #MutualFunds #VTI #VanguardVOO #VanguardVTI #IndexFunds ☀️ Referral Tools ☀️ TipRanks (Stock Analysis) ► http://bit.ly/2Gsml5L TradingView (Stock Charts) ► http://bit.ly/2vaddw9 Webull (US Broker + Free Stock) ► http://bit.ly/2VS0QR2 M1 Finance (Fractional Shares) ► http://bit.ly/2W4vw1v Questrade (Canada Broker + Free Credit) ► http://bit.ly/2ZjQLi6 My Amazon Store ► https://amzn.to/2Dxsf3U ☀️ Facebook Group ☀️ Join FREE ► http://bit.ly/2v6UfGM Please LIKE, COMMENT and SUBSCRIBE to support the channel - it helps the channel immensely! Remember to invest positively. Disclaimer & Affiliate Link Disclose: The views & information in these videos is strictly for educational purposes only. I will not be held liable for your gains or losses incurred from the stock market. I'm affiliated with TipRanks, TradingView, Questrade, Webull and Betterment, however this does not influence my opinion on these platforms. Subscribe for more videos like this: https://goo.gl/VkSGSU
Views: 14272 Positive Investing
#Vanguard passive products are the best way to #MakeMoney in the stock market. Passive investing is the most proven way to make money in the stock market and can be enjoyed by anyone with little to no investment experience. I will discuss the specific benefits of #VanguardETF's vs #INDEXFunds, the expense ratios of each and the specific benefits to holding them with a Vanguard account or a low cost brokerage accounts. ⬆🔺⬆🔺⬆🔺⬆🔺⬆ ABOUT THIS VIDEO ⬆🔺⬆🔺⬆🔺⬆🔺⬆ ⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺⎺ 💬 FROM THE CREATOR: My sole mission in every message is to empower individual investors by explaining two key aspects of Self Directed Investing or investing on your own. The first is tax protection. Second, is wealth preservation through drastic reduction or elimination of fees present in most managed accounts. The saving over time is indisputable and I'm excited to continue to share my story as a testimonial on what is possible and how anyone can participate in this powerful wealth building strategy over time. 🔵 FIRSTTRADE AFFILIATE PROGRAM LINK: 🔗 https://affiliate.firstrade.com/affiliate/idevaffiliate.php?id=490 ✅ FACEBOOK GROUP LINK: 🔗 https://www.facebook.com/groups/selfdirectedinvestor/ ✅ INVESTOR TOOLS: 🛠 ⚙️http://www.tradingacademy.com/resources/calculators/compare-investment-fees.aspx ✅ TOP INVESTING BOOKS AND VIDEOS: 📚 📼 "Becoming Warren Buffet": http://amzn.to/2g616t1 📘"America 20/20" by Stansberry Res.: http://amzn.to/2fGXWLr 📔"Unshakeable" by Tony Robbins: http://amzn.to/2kihGul 📒"Real Money" by Jim Cramer: http://amzn.to/2xOQzdn 📕"The Intelligent Investor": http://amzn.to/2xbQMdn 🛑 DISCLAIMER: This video and description contains affiliate links, which means that if you click on one of the product links, I’ll receive a small commission. This helps support the channel and allows us to continue to make videos like this. Thank you for the support! 🛑 DISCLAIMER: I do not provide personal investment advice and I am not a qualified licensed investment advisor. All information found here, including any ideas, opinions, views, predictions, forecasts, commentaries, suggestions, or stock picks, expressed or implied herein, are for informational, entertainment or educational purposes only and should not be construed as personal investment advice. While the information provided is believed to be accurate, it may include errors or inaccuracies. I will not and cannot be held liable for any actions you take as a result of anything you read and/or view here.
Views: 32890 Independent Investor
ETF क्या है? ETF in Hindi | ETF vs Mutual Funds in Hindi | What is ETF? ETF Investing in India | Mutual Funds explained | Mutual Funds for Beginners India Make your Free Financial Plan today: http://wealth.investyadnya.in/Login.aspx Yadnya Book - 108 Questions & Answers on Mutual Funds & SIP - Available here: Amazon: https://goo.gl/WCq89k Flipkart: https://goo.gl/tCs2nR Infibeam: https://goo.gl/acMn7j Notionpress: https://goo.gl/REq6To Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Views: 6881 Yadnya Investment Academy
We hear it all the time. Mutual fund or an ETF? What are the pros? What are the cons? What are the odds the entire financial system goes up in flames and we deeply regret ever spending time thinking about this? Mutual funds are one of the oldest forms of investment while exchange-traded funds have boomed in popularity relatively recently. Although mutual funds and ETFs share many characteristics, the actual structure of mutual funds and ETFs differs. Here’s a look at the similarities and differences, along with suggestions as to how you can choose the better investment for your portfolio. Read more: https://www.gobankingrates.com/investing/funds/etf-investing-strategies-to-try/ Subscribe to our channel and visit us at: https://www.gobankingrates.com/ Connect with us: Facebook: https://www.facebook.com/GOBankingRates Instagram: https://www.instagram.com/gobankingrates Pinterest: https://www.pinterest.com/gobankingrates LinkedIn: https://www.linkedin.com/company/go-banking-rates Twitter: https://twitter.com/GOBankingRates
Views: 1161 GBR
Follow my progress as I dive head first into investing, while trying not to lose it all!! Robinhood APP - Robinhood - Free Stock Trading Download Links: ANDROID https://play.google.com/store/apps/details?id=com.robinhood.android&hl=en Apple IOS https://itunes.apple.com/us/app/robinhood-free-stock-trading/id938003185?mt=8 Stash Invest APP https://www.stashinvest.com Please note I am not a market professional. I am not responsible for any trading losses that may be experienced by following my wayward lead, in fact I recommend you don't follow my lead. :) Have fun and happy trading.
Views: 5050 Doctor Dividend
What kind of investor should be buying ETFs? When is a mutual fund a better investment than an ETF? How often can I trade ETFs to make them a good investment? How much of my investment portfolio should be dedicated to ETFs and mutual funds? http://www.getsmarteraboutmoney.ca/managing-your-money/investing/mutual-funds-and-etfs/Pages/are-etfs-a-good-choice-for-me.aspx
Views: 21946 GetSmarterAboutMoney
You can support us by sharing our work so that it can benefit to other peoples also Mutual funds Vs Stocks Power of equity will make you crorepati Disclaimer: Securities investments are subject to market risks and there is no assurance or guarantee that the objectives of the Scheme will be achieved. We have to the best of our ability, taken into account various factors – both quantitative measures and qualitative assessments, in an unbiased manner, while choosing the fund(s) mentioned in this video. However, they carry unknown risks and uncertainties linked to broad markets, as well as analysts’ expectations about future events. They should not, therefore, be the sole basis of investment decisions. The recommendations and reviews do not guarantee fund performance, nor should they be viewed as an assessment of a fund’s, or the fund’s underlying securities’ creditworthiness. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. The contents herein is specifically prepared with help from the data and information available on internet (from different websites like www.nseindia.com, www.moneycontrol.com etc. www.amfiindia.com) and is for your information & personal consumption only. We do not guarantee the accuracy, correctness, completeness or reliability of information contained herein and shall not be held responsible. The opinion given is my own view and one should not constitute this as investment advice to buy or not to buy. Please consult your investment advisor before you invest. Learn Stock market basics, top growing companies, top mutual funds in India, ETF , IPO , Blue Chip Companies , fundamental analysis of stock market , technical analysis of stock market , stock market apps , online trading , online ipo , financial freedom , financial services , starting business , grow business , create wealth , become rich , waren buffet , rakesh jhunjunwala. So please Subscribe, Like and Share our work... and keep smiling...
Views: 43516 RAJ शेयर बाजार CONSORTIUM
gold etfs meaning, gold etfs in india, gold etfs taxation, gold etfs vs physical gold, gold vs etfs, In this Video I will tell you about Gold ETFS. ---------------------------------------------------------------------------------------------------- Share, Support, Subscribe!!! Subscribe: https://goo.gl/yNw13g Youtube: http://www.youtube.com/c/Finbaba Twitter: http://www.twitter.com/finbabaIndia Facebook: http://www.facebook.com/finbabaIndia Instagram: http://instagram.com/finbabaIndia ----------------------------------------------------------------------------------------------------- Subscribe Our Channel click Here for Latest Video https://goo.gl/yNw13g ----------------------------------------------------------------------------------------------------- Related Videos : Save Tax under section 80C : https://youtu.be/y5Sat6TcJHs Mutual funds : https://youtu.be/-gP4HfMCeBQ Gold ETFS :https://youtu.be/EPjiho6m1XI Arbitrage fund : https://youtu.be/3oyryG22H4I How to find stop loss : https://youtu.be/jZugeeEVSP0 FCNR account : https://youtu.be/G4GFoQFy_RI Stock Market Tax : https://youtu.be/hcYDeXEW6eY Stock Split : https://youtu.be/NQpW2oBemyk How to Buy Share Onlie https://youtu.be/g8Eb1LVNXM0 What is Cnadle stick https://youtu.be/-Sjhv7h3IT8 ------------------------------------------------------------------------------------------------------- Open Demat account :https://zerodha.com/open-account?c=ZMPASV ------------------------------------------------------------------------------------------------------- About: FinBaba is a you-tube channel, where you can get Information about Banking, finance, Stock market basic and Advance, Forex, Mutual funds and many more. Thanks For Watching this Video. !
Views: 19726 Fin Baba
#Mutualfunds #stocks #Indexfundsindia Index Funds are a type of Mutual fund which replicate an Index. Index funds are a relatively new concept in India and the most sensible way to grow your wealth, especially for a know-nothing investor. Mr. Varun Malhotra will explain why Index funds are a better alternative compared with actively managed Mutual funds for stock market investors. Mutual funds charge a small fee (around 1%) for managing investor's money and it sounds reasonable for a stock market beginner in mutual funds but 1% can make a BIG difference as will be explained in the video also. In this video series on Index funds in India, Mr. Varun Malhotra will explain the common arguments advisors and professionals offer for investing in an actively managed Mutual fund. He will also explain why these commonly held opinions/advise/viewpoints are wrong. The content has never been discussed before by anybody from the Mutual fund Industry or by anybody else in India before this video and can have a deep impact on a common investors' investing philosophy. Website : https://www.varunmalhotra.co.in Facebook Page: https://www.facebook.com/www.varunmalhotra.co.in/ Instagram : https://www.instagram.com/varun.malhotra.eifs/ Stock market for beginners : https://goo.gl/LQEhPp The Truth about the Mutual fund industry : https://goo.gl/Gouv4Y Disclaimer: All videos/comments and all other forms of communication are for educational purposes only and should NOT be considered INVESTMENT ADVICE. The company (EIFS)/or any individual representing the company shall NOT be held liable for any loss suffered in any form by a student/youtube viewer/member of the public. Any information provided through our videos/classes/comments/social media posts or aby other form must NOT be considered Investment advice.
Views: 260908 Varun Malhotra
Views: 1358 Freckle Finance
ETFs (exchange-traded funds) try to track an index, which helps keep capital gains taxes to a minimum. Learn more about what makes them tax-efficient. Visit https://vgi.vg/2OJv7x2 to learn more about Vanguard ETFs®—all commission-free when bought through a Vanguard account. Or browse our full list of ETFs now at https://vgi.vg/2RRUEq4. For more answers to common ETF questions, visit https://vgi.vg/2PtYVmE. IMPORTANT INFORMATION **You must buy and sell Vanguard ETF Shares through Vanguard Brokerage Services (we offer them commission-free) or through another broker (which may charge commissions). See the Vanguard Brokerage Services commission and fee schedules for full details. Vanguard ETF Shares are not redeemable directly with the issuing fund other than in very large aggregations worth millions of dollars. ETFs are subject to market volatility. When buying or selling an ETF, you will pay or receive the current market price, which may be more or less than net asset value.** **Visit https://vgi.vg/2RUeJMi to obtain prospectuses or, if available, summary prospectuses for Vanguard ETFs. The prospectus contains investment objectives, risks, charges, expenses, and other important information; read and consider carefully before investing.** All investing is subject to risk, including the possible loss of the money you invest. Although our investment professionals are qualified to provide information about Vanguard funds and services, they can't provide tax advice. If your tax situation is complex or if you're uncertain of the interpretation of a specific tax rule, we recommend that you seek advice from a qualified tax professional. © 2018 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor of the Vanguard Funds.
Views: 5682 Vanguard
In many past videos (which I have linked below) I have discussed the uses of Index Mutual Funds and ETFs in your portfolio. But what is the difference between these two investments? I'll explain in today's episode of Your Money, Your Choices. Do you feel there is a noticeable difference in your Index Mutual Fund or ETFs? I’d love to hear about it in the comments below. https://youtu.be/y95SiFq5Z8w https://youtu.be/dmzwbkv4zko http://cawidgets.morningstar.ca/ArticleTemplate/ArticleGL.aspx?culture=en-CA&id=810757 https://institutional.vanguard.com/iam/pdf/GENERP.pdf ------------------- Visit PWL Capital: https://pwlcapital.com Follow PWL Capital on: - Twitter: https://twitter.com/PWLCapital - Facebook: https://www.facebook.com/PWLCapital - LinkedIn: https://www.linkedin.com/company/pwl-capital Follow Susan Daley on - Twitter: https://twitter.com/_SusanDaley - LinkedIn: https://linkedin.com/in/daleysusan Channel management, content strategy & production by Truly Social Inc. http://trulysocial.ca
Views: 10410 Susan Daley
Doug Flynn, CFP, of Flynn Zito Capital Management, LLC on ETFs vs. Index Funds. Ali: Explain the difference between an ETF and a mutual fund... Doug: Well an ETF is a mutual fund that you know and love, but it trades on the exchange, so you can buy throughout the day. Versus a traditional fund which trades once a day at the end of the day. Ali: Okay, so let's talk about index funds, which really came first. First you had stocks, then you had index funds. Doug: Yes, an index fund is just trying to replicate a particular index, which you can't invest in directly, but this is a way to replicate that. So if you like the stocks in the S&P 500, or the stocks in the Dow... Ali: It used to be that you could just read about the stocks in the Dow or the S&P 500, and buy the individual stocks. If you wanted to, you could buy all thirty in the Dow... Doug: That's right. Ali: But then, we came up with index funds, which said, "You can do the Dow, you can do the S&P 500, you can do the Nasdaq, you can do...I don't know...Easter European industries. Doug: Exactly, and that is going to track an index, there isn't a lot of trading or active management in there. You can do that in a traditional mutual fund format or in an ETF, which is the exchange traded version of that, which just means it trades throughout the day. Ali: Generally speaking, index brought the management fees, these fees associated with mutual funds, down, because there's not somebody doing a lot of active work, and ETFs brought them down further. Doug: Correct. Ali: So why would I choose one vs. the other? Doug: So if you buy an ETF, you're typically placing a trade like a stock. So, if you're with an online broker, they're typically going to charge you some type of a trading fee to do that, whereas a mutual fund may have a minimum, but won't necessarily have a transaction charge to do that. There are some cases where that isn't the case. Ali: If you're doing this for fees, you better look at this and understand that you're paying for trades. Doug: Yeah. Most people are putting money away each month. You know, one hundred dollars per month is what they're doing. You can't really do that with an ETF because you're making a transaction every single time. That's where a mutual fund might be better. Ali: So you're putting one hundred bucks a month away, but you're paying ten dollars for the transaction, you gotta weigh that in. Doug: Maybe you use the index fund for a little while, and then you have $10,000, and then you can actually do those transactions. So that's where you might want it in different ways. And that's where it's cheaper. Like anything else, the more money you have, it might be a little bit cheaper. Ali: One thing you warn is not all ETFs are created equal. What do you mean by that? Doug: Well as an example, the two major providers, there's Vanguard, there's i Shares, which are two different providers of ETFs. And you have to look at the structure. And the structure of i shares in particular, they're completely separate, which means their tax ramifications are very low. They don't necessarily pay capital gains to speak of because they're just trading in and out of the ETF structure by itself: it's a stand-alone ETF. Vanguard did what is kind of a bolt-on to its existing mutual funds. What's happened there, is some cases, when the fund pays a capital gains distribution... Ali: Because they sold a stock at a profit... Doug: Right, a large institution wants to sell a bunch of their funds, it transfers into the ETF itself. So all ETFs are not created equal, and you should look at, if I want bond index ETFs, look a little bit deeper and look where are there capital gains distributions. Many people know there are these issues in traditional mutual funds that are actively managed. And they don't scroll down and see if there are differences between the different ETF providers. Ali: And of course that makes a difference depending on how you're investing. Whether this is inside a tax-preferred investment, or it's just out in the open. Doug: If it's an IRA it doesn't really matter, but if it's in a taxable accound, the last thing you want is further tax surprises you thought you were avoiding by being in ETF format. Ali: This is a business for people who feel they're not going to outperform the market with their own selections. Doug: Exactly, you've said in a particular area I don't think I can bring value, I can't find a manager who will bring value in a particular are, I'm just going to index then. And as a portfolio manager and as people who manage money, there are times when we find that you can't bring value with managers, and that they're out of favor, and you might index more. But we're agnostic.
Views: 46513 FlynnZito
In this video, we will review Mutual Funds, Index Funds, and ETF's. Diversification can be a great way to safely invest your money. This video will give you a better overall understanding of the 3 funds so you can make the best investment decisions for yourself. Happy Investing!!
Views: 74 Brehon Mills -The Stock Investor
As the name suggests, index funds invest in an index. This means index funds buy all the stocks in a particular index in the same proportion as its respective index, thereby performing in coherence with the particular index. Index funds are also known as passive funds. Most of the trading in the Indian stock market takes place on its two stock exchanges: the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE). ✔️ Read More: What are Index Funds? 🔹 https://www.youtube.com/watch?v=gCVeW7rmjS8 Unlike actively managed mutual funds, index funds passively track the performance of a particular index. These funds are not meant to outperform the market, but mimic the performance of the index. Index funds are popular in developed countries like the US and are yet to make a foothold in developing countries like India, as there are a number of companies growing more than the index. Let’s look at the 5 best index funds available in India in 2018 🔹 Follow us On twitter https://goo.gl/vyGx9p #indexfunds #mutualfunds #bestindexfunds ⚫️Discussed in the video⚫️ ✔️ What Is Index Funds ✔️Why Index Fund Can be a better choice for long term ✔️Which are the Best 5 index funds to invest in 2018 ✔️How Expense ratio can impact the Portfolio of Investment in long term 🔹 Please like the Video and share it with your Friends🔹 ► LIKE THE VIDEO ► SUBSCRIBE THE CHANNEL & bell icon 🔔 ► SHARE THE VIDEO ► ISPEAKSFORUM BLOG ✦ https://ispeaksforum.com/ ► FACEBOOK PAGE ✦ https://www.facebook.com/speak2india/ ► TWITTER ✦ https://twitter.com/ispeaksforum ► ASK QUESTIONS ON QUORA ✦https://ispeaksforum.quora.com/ ► ABOUT ME ✦ https://about.me/sharmaparitosh ▓▓▓▒▒▒░░░ SUBSCRIBE US FOR MORE VIDEO ░░░▒▒▒▓▓▓ ▓▓▓▒▒▒░░░ DISCLAIMER ░░░▒▒▒▓▓▓ All blog posts of ispeaks are for information only. No blog posts should be considered as an investment advice or as a recommendation. The user must self-analyze all securities before investing in one.
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Download Preston & Stig's 1 page checklist for finding great stock picks: http://buffettsbooks.com/checklist Preston & Stig are the #1 selling Amazon authors of the Warren Buffett Accounting Book. The book can be found at the following location: http://www.amazon.com/gp/product/1939370159/ref=as_li_tl?ie=UTF8&camp=1789&creative=9325&creativeASIN=1939370159&linkCode=as2&tag=pypull-20&linkId=XRE5CA2QJ3I2OWSW
Views: 10222 Preston Pysh