Index Funds vs Stocks | Stock Market For Beginners

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ClearValue Tax

ClearValue Tax

Жыл бұрын

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Пікірлер: 284
@clearvaluetax9382
@clearvaluetax9382 Жыл бұрын
Join our EXCLUSIVE Investing Community at: ClearValueInvesting.com GET 3 FREE STOCKS when you open up a stock account here: a.webull.com/i/ClearValueTax Some helpful videos for you: Index Funds Explained For Beginners: kzfaq.info/get/bejne/gtl4lrVml82to2w.html Index Funds vs. ETFs (which one is better): kzfaq.info/get/bejne/nL-Jg7Wlt8Cdd5s.html How to Invest in Stocks (for beginners): kzfaq.info/get/bejne/msh0nM2rqs3TZ3k.html
@peterlian
@peterlian Жыл бұрын
Watching Brian since he only had 100k subscribers. Happy to see him doing great! Keep it up brother. U make Asian Americans proud!
@ChristianRachford-zl5tq
@ChristianRachford-zl5tq Жыл бұрын
Same here!!
@WhispersoftheWoods
@WhispersoftheWoods Жыл бұрын
Yeah he grew fast. I guess consistency is the key.
@whodeyallday3584
@whodeyallday3584 Жыл бұрын
Actually I’m his 1st subscriber and it’s fucken awesome
@Katsuya89
@Katsuya89 Жыл бұрын
I personally do a 90/10 approach. 90% into index funds and 10% into hand picked stocks which I believe will outperform the market. Been doing this since 2018, and so far I have beaten the market.
@ReadTheShrill
@ReadTheShrill Жыл бұрын
Good strategy. I also re-allocate my core index funds periodically. The Vanguard "sector" funds have been really good to me. I just think about which sectors of the economy will do well in the next six months or so, and move accordingly. A couple months ago I dumped anything to do with financials, and loaded up on energy, and right now I'm moving more into the "staples" sector in prep for a possible recession.
@TheSoulCrisis
@TheSoulCrisis Жыл бұрын
I might go for the "famous" 80/20 principle hehe. I might do 80% index funds and 20% traditional stocks, I am definitely heavy handed with index fund investing (my 401K is currently mostly mid to large cap index funds and small to medium cap index funds, with some company stock mixed in).
@karinarodriguez3519
@karinarodriguez3519 4 ай бұрын
How do you determine which to hand pick?
@CJ22930
@CJ22930 Жыл бұрын
Happy Monday Brian! At 21 years of age, I am very grateful for the knowledge you give to us.
@JustinJ1Lee
@JustinJ1Lee Жыл бұрын
I’m under 20 😅 but this is a great video yes
@CJ22930
@CJ22930 Жыл бұрын
More power to you all! ❤️
@Tonyrg1988
@Tonyrg1988 Жыл бұрын
Index fund investing is better because its easier. More money will be thrown at index funds because of convenience which in turn causes it to perform better.
@NotFinancialAdvice69
@NotFinancialAdvice69 Жыл бұрын
Uhhh… are you sure? I don’t think that’s how it works bud.
@GTRrocker84
@GTRrocker84 Жыл бұрын
I agree, during Covid I was reading annual reports from companies I wanted to invest in and just ended up wasting time to get a similar performance of just owning the entire market. Don’t need a second job or the stress of having to make the right picks when experts can barely do it (Cathy Wood lol)
@toweringoak1107
@toweringoak1107 Жыл бұрын
I’m about to purchase your pro membership package because I believe in this man. I am curious though which index did buffet invest in? VOO?
@LuisPerez-ou7tj
@LuisPerez-ou7tj 6 ай бұрын
This was very helpful content. Thanks!
@zodapp6622
@zodapp6622 Жыл бұрын
I luv this guy...he is not just smart, he's accurate and he genuinely cares!
@NotFinancialAdvice69
@NotFinancialAdvice69 Жыл бұрын
Except when he advises everyone to sell at the absolute bottom haha 😊
@shevilkid1738
@shevilkid1738 Жыл бұрын
Look at his btc vid
@grownsimba8120
@grownsimba8120 Жыл бұрын
@@NotFinancialAdvice69 has he done that before?
@NotFinancialAdvice69
@NotFinancialAdvice69 Жыл бұрын
@@grownsimba8120 well his overall message was that there will be more pain ahead then recovery towards the second half of the year. Let’s not even mention his bitcoin predictions. You should never time the market so he screwed up big time trying to time the market. Now his followers are fighting an uphill battle trying to find a good entry point
@tomdrummy4984
@tomdrummy4984 Жыл бұрын
I don’t want to “beat” the market. I want to put my money to work and grow it.
@Iishmong2
@Iishmong2 Жыл бұрын
Thanks for the info!
@SherlockMahomes99
@SherlockMahomes99 Жыл бұрын
I love both 🔥 70% Index, 15% Cash, 15% Individual Stocks
@oshitomaha
@oshitomaha Жыл бұрын
No real estate?
@joec.5009
@joec.5009 Жыл бұрын
you obviously love index more.
@chennemeyer
@chennemeyer Жыл бұрын
Thank you as always Brian
@nicksmith8141
@nicksmith8141 8 ай бұрын
I have about 30% of my portfolio in individual stocks, 30% ETFs and 40% index/ mutual funds. I've outperformed the market the last 5 years with this approach. I do tweak my portfolio, but more rebalancing moves
@robertc.6225
@robertc.6225 Жыл бұрын
Great content Brian. I love your 👔 tie😅
@johnattanlafontant9412
@johnattanlafontant9412 Жыл бұрын
thank you Brian i love the game you give i do the same with my porfolio
@robertsimmons6910
@robertsimmons6910 Жыл бұрын
THANK YOU BRIAN
@sec9256
@sec9256 Жыл бұрын
Love your informative videos and forward them to my friends. I was wondering if you could do a video about life insurance and annuity products. Pros, cons, etc. Especially tax implications. I think it would be informative since a lot of these products are being pitched as better alternatives to mutual funds, etc.
@waynejohnson2473
@waynejohnson2473 Жыл бұрын
Diversity is key. I go 10% Index Funds, 10% Stocks, 10% cash, 10% bonds, 10% gold, 10% real estate, 10% crypto, 10% NFT, 10% Oil, 10% Land.
@DarkoFitCoach
@DarkoFitCoach 2 ай бұрын
Thats just stupif but hey you do you
@mehdibenmouloud3347
@mehdibenmouloud3347 Жыл бұрын
Thanks for the detailed explanation
@ronchildres2451
@ronchildres2451 Жыл бұрын
Appreciate the content.. Thanks
@muzerhythm2242
@muzerhythm2242 Жыл бұрын
Can't thank you enough Brian educating us new to investing!😁 Each video I've been taking notes in my investing notebook, and also checking out your website. These videos also gives us a better sense of control over our lives with everything going crazy, thanks so much!😁
@TheArtOfDean
@TheArtOfDean Жыл бұрын
Thank you for the information
@hannaJardin
@hannaJardin Жыл бұрын
Very helpful advice ! Thank you
@jonsmith9728
@jonsmith9728 Жыл бұрын
happy monday brian, glade to see you weren't affected by that downtown craziness (i'm also live in chicago so i know the situation)
@FerrerChacin
@FerrerChacin Жыл бұрын
Excellent! Would ETF's follow your the Index Funds analysis versus stock picking?
@wilsonaguirregomez3751
@wilsonaguirregomez3751 Жыл бұрын
Great info!
@surajrambhia1742
@surajrambhia1742 Жыл бұрын
Love the video, thanks a lot
@mikechappelear
@mikechappelear Жыл бұрын
This was excellent. Thank you!
@jamesrobinson7381
@jamesrobinson7381 Жыл бұрын
If you pick representative stocks in a diversified manner you could kind of have your own index fund
@zjtr10
@zjtr10 Жыл бұрын
Good job on explaining it
@Aibagg
@Aibagg Жыл бұрын
Great Video Brian !
@stacenrob1977
@stacenrob1977 Жыл бұрын
Very valuable information
@dwalker6868
@dwalker6868 6 ай бұрын
Thank you for your video
@clearvaluetax9382
@clearvaluetax9382 6 ай бұрын
It’s my pleasure! Thank you for the support!
@Brianpeckin
@Brianpeckin Жыл бұрын
I haven't finished the video yet about a quarter in. I do can say though on the index you're right that you're matching the market, but the whole point of that is that you're still outperforming inflation of the dollar so index are predominantly for people that want to be less active on the market but still have a retirement set up for their future because the market does typically go up as well as outperforming inflation
@mikeballer08
@mikeballer08 Жыл бұрын
I found that DCA into long term etfs/index funds is best then take a little money and invest in companies you like. I have made 30% on my personal stock picks which I buy and sell but I do not touch my long term account and let it reinvest and grow. Its like my separate 401K.
@deborahwaldrop6334
@deborahwaldrop6334 Жыл бұрын
Still listening. Thank you
@clearvaluetax9382
@clearvaluetax9382 Жыл бұрын
It's always so wonderful to see you Deborah! I hope you have a very nice week!
@Cachorro530
@Cachorro530 Жыл бұрын
Good job on the videos I’ve learned a lot, make a video on your prediction for cryptos and precious metals for 2024 brother much appreciated
@lilramborambo4399
@lilramborambo4399 Жыл бұрын
Big Brian and team are awesome 😎👍💰💰💰💰💰💰💛
@shumatsuopost
@shumatsuopost Жыл бұрын
You explained that very well! Keep it up!
@tastetravelcuriously2531
@tastetravelcuriously2531 Жыл бұрын
I’m riding the achv stock. Smoking cessation med in phase 3 l. Hopefully for fda approval
@curie3938
@curie3938 Жыл бұрын
I play and like Brians vids, even when I have no interest in the topic, just cuz I like Brian.
@mrlion2022
@mrlion2022 Жыл бұрын
Love index funds thanks Brian, you're really educating the general public. That's why I refer newbies to your channel.
@funkicryp37
@funkicryp37 Жыл бұрын
Thanks!
@vicchris3943
@vicchris3943 Жыл бұрын
Hard to say which is better, if you can pick good one , it beats everything, so I do 50 50
@dorotheawinn1506
@dorotheawinn1506 Жыл бұрын
Hi Brian!! Thanks for the pro updates and good info like always...Enjoy Week!!🌎😇
@jubz727
@jubz727 Жыл бұрын
Thank you
@clearvaluetax9382
@clearvaluetax9382 Жыл бұрын
Thank you for all the support Jorge, I hope you have a very nice week!
@sportspokerguy3506
@sportspokerguy3506 Жыл бұрын
Index Funds are better for people who want to invest but don’t find it interesting to analyze businesses - but for someone who likes to analyze businesses, they should probably stock pick (this is the advice of Warren Buffet and Peter Lynch)
@leepialong
@leepialong Жыл бұрын
Yeah, index is for the dumb. How's your ROI from picking stocks?
@michaelfantastic1
@michaelfantastic1 Жыл бұрын
WOW!! Great video. I've learned so much from you. Thank you for your time and the financial education.
@ryantan8666
@ryantan8666 Жыл бұрын
Can I know the source for the outperformance of active managers when the stock market goes down? Also, how you do you know when to shift from index to active managers?
@jdog8019
@jdog8019 Жыл бұрын
Absolutely!!
@javajavahoothoot
@javajavahoothoot Жыл бұрын
Thanks for the advise Brian! So it sounds like “dollar cost averaging”, is the best way to be consistent in time of growth or crashing.
@mateuszpoplewski3107
@mateuszpoplewski3107 Жыл бұрын
Hi Brian, great stuff you're posting. Maybe make another analysis of XOM before earnings on 28 April?
@kayt9576
@kayt9576 Жыл бұрын
Index funds are safer, but slower.
@rodrigocortes3641
@rodrigocortes3641 Жыл бұрын
Do one about the EV tax credit Please!!
@fadisalem2710
@fadisalem2710 Жыл бұрын
Hi Brian. What are your thoughts on realty income stock?
@joycekoch5746
@joycekoch5746 Жыл бұрын
The problem with indexing these days is you end up owning a lot of zombie companies in your basket if you index.
@jbenson989
@jbenson989 Жыл бұрын
Along with a bunch of profitable companies
@GTRrocker84
@GTRrocker84 Жыл бұрын
I think the main philosophy is those companies will eventually leave the index and you will be able to make up the difference with up and coming companies that are future leaders.
@sprinkle61
@sprinkle61 Жыл бұрын
The problem with active stock picking is you end up owning ALL zombie companies, because these are the hawt companies that everyone is talking about...
@stevethecheese
@stevethecheese Жыл бұрын
I do about 70% etf and indexes. Rest are stocks in companies I believe in
@jasminperalta20
@jasminperalta20 Жыл бұрын
Hi, please talk about the new law in regards of the Low-Income First Time Home Buyer Act. 🙏
@ryaj2356
@ryaj2356 Жыл бұрын
During that window was a great time to throw tons of money into the market. 2008 was the crash. 2018 was the peak before the boom of both markets. Right now is the time to pull all your money.
@user-vh3il8iu9k
@user-vh3il8iu9k Жыл бұрын
Could you make a video showing the difference between ETFs and index funds?
@clearvaluetax9382
@clearvaluetax9382 Жыл бұрын
I will for you Chino Pascual!
@nomoretez
@nomoretez Жыл бұрын
Do this topic next: how many actual shares exist vs rehypothication and derivatives. My guess is there are 100 claims per actual share
@jamesm28
@jamesm28 Жыл бұрын
I don't know much about stocks or investments, but I'm learning from watching Brian's videos, thanks Brian!
@cayleecheer
@cayleecheer Жыл бұрын
Sp500 DCA for the win !!
@deborahwaldrop6334
@deborahwaldrop6334 Жыл бұрын
You are helpful
@clearvaluetax9382
@clearvaluetax9382 Жыл бұрын
And you are so wonderful Deborah, thank you for all the support and it's always so wonderful to see you!
@Midwest..
@Midwest.. Жыл бұрын
Invested in both stock, index fund + crypto just buy low sell high 😊
@OscarR1984
@OscarR1984 Жыл бұрын
Saludos desde Dallas TX
@christinaslattery8658
@christinaslattery8658 Жыл бұрын
Hey hey have a great day
@nelsonmelgar810
@nelsonmelgar810 Жыл бұрын
Thank you Brian, this video helps for people who want to learn about the stock market hope you have a great day!! 👍
@Krptokrayon
@Krptokrayon Жыл бұрын
What do you know about Ripple making an enterprise ODL that does NOT use XRP?
@nesnaj1730
@nesnaj1730 Жыл бұрын
Sound and balanced advice! Index funds are definitely for people who don't have time and energy for research. Hell, even so-called 'professional' investors who do this full-time are not able to beat index funds 🤣
@leepialong
@leepialong Жыл бұрын
Why MOST people are picking individual stocks over index then? Just look at big finance KZfaqs, tik tok, and the main stream medias.
@Markjacobs4477
@Markjacobs4477 7 ай бұрын
They definitely do lol
@blueflameSM
@blueflameSM Жыл бұрын
I’m not smart enough to pick stocks, look at reports, etc. stock picking could get your more/faster returns, but given where I’m at, index funds and that’s as far as I go.
@lochvast1180
@lochvast1180 8 ай бұрын
Best index to invest in? Any opinions out there?
@noemacias4405
@noemacias4405 Жыл бұрын
Could you make a video on real estate investing?
@kevinho4504
@kevinho4504 Жыл бұрын
I agree with you
@letsrolling6373
@letsrolling6373 Жыл бұрын
Thanks for the work. Thats why I like the stash trade app I do both index and individuals stock, depending on the economy situation
@BenJune09
@BenJune09 Жыл бұрын
I have to respectfully disagree...getting a 10% return on investments over a long period of time will in fact get you to your goal safely. To suggest you will never reach goals by investing in pure index funds is wrong.
@Kevinw4040
@Kevinw4040 Жыл бұрын
Long as you have the time. Even 500$ a month into VOO will net you around 1/2 mill in 15-17 years
@derekcho2312
@derekcho2312 Жыл бұрын
(in cap.s) IF YOU ARE NOT DOING THE DUE DILIGENCE, DO NOT PICK INDIVIDUAL STOCKS. You need to have rules and follow them. Certain big cap companies are exempt, Apple.AMZN, Oxy
@cathyg1099
@cathyg1099 Жыл бұрын
Yep, most people can’t handle staying in an index fund during a correction, no less an individual stock that requires extensive knowledge.
@Tom-fd3dx
@Tom-fd3dx Жыл бұрын
S&P 500 index fund etf or S&P 500index fund mutual fund. Which is the best way to invest in the S&P 500 index funds? For a first time investor?
@E_to-topic
@E_to-topic Жыл бұрын
Im all for Brian and all the awesome intel he provides is with. Straight foward and i love it. I am considering paying for his 15$ subscription. Can anyone vouch for it and confirm its worth?
@WD40318
@WD40318 Жыл бұрын
I think you should have both. You should take risks, but you should mitigate risks by having an index fund.
@stevenjustice105
@stevenjustice105 Жыл бұрын
Depends...are you selling calls?
@Spectoral_on_SPOTIFY
@Spectoral_on_SPOTIFY Жыл бұрын
I wish you'd discussed a hybrid approach whereby index fund investors swing trade medium timeframes (weekly or monthly chart trends) on index funds. Eg: Sell in May and go away. This would be an actively managed index fund strategy right?
@nakfoor1846
@nakfoor1846 Жыл бұрын
The odds of doing well over the long term with stock picking is astronomically against your favor. You might get lucky on one stock but that will be brought down by the picks that didn't do well. As a personal example, I sold my AMD and Sunrun near the top, but got trashed on Palantir. I'm done with stock picking. It's better to just get into index funds as early as possible and let it compound.
@627horsepowers
@627horsepowers Жыл бұрын
8:09 AKA DCA (dollar cost averaging)
@killervr5802
@killervr5802 Жыл бұрын
How would you invest 1M to maximize your return on a reasonably stable income (to retire)
@ALtheelectrician
@ALtheelectrician Жыл бұрын
I think if you pick the right stocks you can do way better than 12% a year.
@PorkchopExpression
@PorkchopExpression Жыл бұрын
If you can pick the right stocks you can make 100% a year. Nobody can without luck though.
@2alawabidingcitzen
@2alawabidingcitzen Жыл бұрын
I noticed I have alot of energy so I got real estate reits and food and transport.
@the.firefighter.realtor
@the.firefighter.realtor Жыл бұрын
Switching up the shirts! I see you 😅
@vinniephillips452
@vinniephillips452 Жыл бұрын
When it comes to investing your money index funds is your best (and safest) bet. Picking individual stocks is like putting your money in a slot machine. Just pick an index with a low expense ratio. Set it, forget it and watch your money grow!
@Kevinw4040
@Kevinw4040 Жыл бұрын
Exactly!
@Markjacobs4477
@Markjacobs4477 7 ай бұрын
Sure, if you just bought Tesla, Microsoft, apple, google, and Amazon you would destroy the sp500 by like 500% every year but you stick with your 6% and incorrect knowledge.
@othala7540
@othala7540 6 күн бұрын
@@Markjacobs4477 Those are exactly the slot machine jackpots. You almost never get
@robertfoote3255
@robertfoote3255 Жыл бұрын
If astounds me that Brian's videos don't get crushed with "Likes". 🤔
@KushtrimiMalcis
@KushtrimiMalcis Жыл бұрын
You’re the best
@adolfogutierrez7424
@adolfogutierrez7424 Жыл бұрын
Any news on student loans?
@Yellow21678
@Yellow21678 Жыл бұрын
I love ur channel ! So much great content :)
@gliver2549
@gliver2549 Жыл бұрын
if you dont have time to research, just make it easy and pick the index of sp500
@KOINZZZ
@KOINZZZ Жыл бұрын
Can u make a video about BONDS
@I.LikeCars
@I.LikeCars Жыл бұрын
I learned a long time ago, I’m not smarter than the S&P 500. I’m actually not that smart at all. Go VOO!
@electricboogie709
@electricboogie709 Жыл бұрын
Brian. How much for one on one interview about stocks?
@clearvaluetax9382
@clearvaluetax9382 Жыл бұрын
You should just come to our Discord.
@shachede6828
@shachede6828 Жыл бұрын
I don’t have time to pick stocks and all that research . Index funds it is. My company pays me with stocks so I guess it’s a singular stock picking by default
@flipflop6525
@flipflop6525 Жыл бұрын
I have an index fund, but it's "boring"😂 Got to have a few stocks for some excitement.
@dianasaetern
@dianasaetern Жыл бұрын
Brian!!! Don’t look so disappointed 😅
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