I am not an ETF individual, but I wanted to make a video so I can share whenever someone asks me about buying ETFs.
0:00 ETF Investing
0:57 ETF Examples
4:00 Jack
9:57 – ETF Trading
14:02 Better?
Dividend Stocks
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Great video as usual! Btw, a little and costant part of my salary is going monthly in 2 ETF, sp500 and emerging market ones…no time to analyze all, but just accumulating for the retirement, no trading purpose and sleeping well 😄
If you trade them, you will be a loser. 👈
Sounds great! https://www.youtube.com/watch?v=DiD52cgoeAI
60% of dolar cost average index funds (S&p; EM; Europe/uk 600)
40% cash waiting for hyperbolic discount like baba and Intel.
Best of both worlds since I am still regularly invested in the market average, and can move when blood hits the streets or when I stumble on a potential 10 bagger.
See you in 20 years, I’ll tell you how it went 🤣
thanks, let me know!
It is a reminder!
If you are an ETF investor you should stick with the one and only strategy.
DCA on ETF on long periods on low cost ETF such as SP500 , EMERGING Markets
DCA is good, not great, but good https://www.youtube.com/watch?v=IVgz3Vq9V1k
It seems like the detriments are mostly the same traps as individual stocks… Trading traps into the new shiny thing. Not a detriment to ETFs but rather detriment to being a trader. (Which also applies to stocks)
sure, but it is easier with ETFs to fall into the trap!
@Value Investing with Sven Carlin, Ph.D. agreed! The marketing is like a woman with red lipstick in a tight dress. Lol
I think index tracking traditional etf with low fee and low turnover rate like voo, is ok for regular people DCA over long time. However I admit the fact that we don’t know what’s inside the index fund is a bit disturbing….as the example you showed with the copper etf and the dividend etf which weighted heavily on expensive stocks at expensive price.
@SlimJim JimSlim ETFs are more complicated to research than stocks.
@TheBooban for sure! Let’s face it, ETF and index fund and mutual fund are for people who don’t want to do more research other than glossing over the morning star report. 😀
Jack Bogle is highly underrated, I’ve read two of his books – well worth it. He has a lot of data to back up what he says.
🙂
Thank you Sven. Excellent video as usual for you. Eye opening / very helpful insights from you and “St Jack” – RIP. Especially interesting for me, to see the huge outflows from US index funds in April, 2022 (like March 2020). Also that owning ETF’s result in substantially less returns vs TIF’s (mutual funds), due to the mistakes investors make – trading ETF’s ! Makes sense / good to know this ! Thank you again for making this video, and also for the earlier VYM video you referenced as well ! (Both extremely relevant and helpful to me.)
great to hear! Thanks!
Thematic ETFs are bad. As you’ve shown with the copper ETF, there was a robotics ETF that had snapchat as a holding. I saw another video a dew weeks ago where it was explained that fund managers (blackrock etc) will “invent” and index based on their new thematic ETF holdings and backtest the performance of the new index (which is always amazing) in order to attract investors.
yep!
Hi Sven, I am in ireland and our taxation rules make ETFs extremely inneficient as we get taxed on it after 8 years.
I don’t want to be heavy in Individual stocks and want to own the world similar to VT or VTI.
I don’t know my options. trying to reduce my risk as much as possible.
https://www.youtube.com/watch?v=VfSGV2AFNko
@Mzt1231 There is an 8 year “deemed” disposal rule. basically we get taxed as if we have disposed of it after 8 years. I hate it after hearing that ETF are probably the safest way to invest everywhere i go
@Jack Tilley wow ! Fist time I heard that !
I thought that France was the most taxed country.
But I see that they can tax us more, if use the same taxation rules.
ETF doesn’t mean less risk but more diversified basket on stocks. If DCA you can have the market average – the cost of ETF
@Jack Tilley but if you don’t sell it after 8 years, does the tax come again or is it tax free forever after?
@Mzt1231 hmm, guess you don’t want to hear about how we have it in Sweden, we get taxed just holding our stocks. Every quarter. And everyone loves it. Do you dare to hear more? Lol. It will blow your mind.
This time I don’t agree. The ETF itself is not the problem, especially if you invest in a broad market. The problem is the trading, and people that don’t have any strategy.
yes, but then there are people! 🙂
A Equal Weight S&P 500 ETF that rebalances so you always take profit on winners and use the money to buy cheaper companies is still incredibly hard to beat and as diversified as it gets
not really 🙂
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Sven, how do You value new stocks, which has no history like EE? 🙂 Would love a vid.
your point makes sense, however I kind of had the impression that ETFs in general are bad vs. Index Funds.
In my world, those two are technically the same. If I buy an ETF which follows the S&P 500 that’s an index fund for me (which has the lowest cost). If I buy index fund (S&P500) as a mutual fund – in my experience – it is more expensive. So from cost perspective index ETFs just make more sense than mutual fund indexes.
Liquidity indeed makes it easy for people to just (panic)sell if the market goes down by 10-15%, but that’s what a lot of people do with stocks anyway.
So – in my opinion – an ETF is the best way to buy an index fund (I own ETFs, although only S&P 500 and Emerging Markets). But I agree that Thematic ETFs make no sense
but few get that!
Great video. 62% of my portfolio is in ETF’s
Just because I work full time and don’t have the time to make the hours to research every company
Which leaves me this question. Would you recommend people to be not invested at all or recommend “Sjonnie en Anita” if they have money to spare to buy ETF’s every month.
If it was not for the “simple” ETF, I would not be watching your channel right now! Since I would have not started investing ever.
Edit: I buy and hold my ETF’s . Worldwide stock market (Vanguard), Worldwide small caps (iShares), and the AEX (vanEck). Deposit every month
depends on what your goals are, but DCA should not be that bad https://www.youtube.com/watch?v=IVgz3Vq9V1k
I disagree, I own an ETF that pays me 10 % dividend, I don’t really care what the etf will do, go down or up, as long as the dividends are coming, I am fine and I don’t need to pay foreign dividend tax on them while if I own individual stocks – I do and I would never even be able to invest in emerging markets like India, Turkey, Indonesia, but with an ETF I can , so I disagree with this. Also with ETF I can buy specific commodities while I cannot invest with individual stocks in some of them like Cocoa
10% – in this environment? You likely don’t understand the risks of that!
Jack mentions ETFs being a “Loser’s Game” and it’s a reference to the Charles Ellis essay (later a book). Basically, ETF investing is like amateur tennis: you need to avoid making mistakes if you want to win. So you avoid making mistakes with ETFs by buying and holding, not by frequently trading.
not trading at all!
you see how easy it is to fall pray, you are already at not frequently .. :-)))
“We have top ETFs, vanguard, Low fee (and low turnover rate I might add like VOO), OK, but you must buy them and forget”. Ok this I agree
🙂
ETFs that are broad index funds and thematic ETFs are two very different animals.
Between thematic ETFs and individual stocks I would agree that individual stocks are better for active investing. However most viewers, including myself, are probably better off sticking to broad index funds like VT.
https://www.youtube.com/watch?v=IVgz3Vq9V1k
Thank you Sven, I am relatively new to investing and I was thinking about this topic for long. I understand the broad ETF’s that follow the indexfunds, but the subject ETFs always seems like bullshit.
Even the broad ETFs right now are quite overpriced. Currently im more interested in stocks from seperate companies. I think it does not take as much time as people make it look.
thanks for sharing!
Thank you Sven, great video as usual.
ETFs are the best option for disciplined investors (cheap, easy, buy and forget, etc…). The trick is to never fall into the trading trap.
I’ve been investing for 7 years and never sold an ETF.
Thanks for sharing! you will do ok with DCA https://www.youtube.com/watch?v=IVgz3Vq9V1k