Managed Solutions | ETFs & Robo Advisors

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Күн бұрын

The Plain Bagel Episode VI
Managed solutions can come with pretty high fees, which has led to the development of low cost investment vehicle alternatives. In this video, we discuss the popular Exchange-Traded Fund (ETF) as well as the topical Robo-Advisor.
Intro/Outro Music: www.bensound.com/royalty-free...
Episode Music (Licensed): freemusicarchive.org/music/Pod...
Sources:
www.ific.ca/en/info/stats-and...
www.investopedia.com/terms/r/...

Пікірлер: 62

@rachel107511 6 жыл бұрын

It is so refreshing to get a Canadian perspective on investing!

@jeffreyhuang3814 3 жыл бұрын

In Canada Robinhood is not available, so I can't be fried on WSB. Guh!

@yegirish 2 жыл бұрын

He was so preppy back in these early videos! (But as always, I love the down-to-earth, non-hyped content. Always solid)

@116skinnyboy 5 жыл бұрын

So I have watched many of your videos, I have to say I'm thoroughly impressed. Every video you say everything exactly correct. I constantly enjoy videos by financial channels but almost nobody shows a full series of what investments are at least with it broke down as well as this. what a completely underrated channel. Then there are many that have obnoxious errors or outright false statements. You actually know your stuff.

@ThePlainBagel 5 жыл бұрын

Thank you for the kind comment :)

@flavoursofsound 4 жыл бұрын

6:53 how a robo-advisor makes you money Step 1: Click button Step 2: “Hello World!” Step 3: ??? Step 4: PROFIT! Seriously though, great video! Tried to look up what an ETF was before and failed but now I get it.

@kage-fm 4 жыл бұрын

roboadvisor in javascript!? FML

@annielin2894 4 жыл бұрын

adamshiftyelso I saw Kevin O'Leary Beanstox and I am interested in saving my money there because it is easy. I don't make a lot of money so I want to save . Someone on Quora recommended Plain Bagel to me to watch his videos regarding investing.

@maximilianwidmer9075 6 жыл бұрын

Thanks, Richard! I'm loving these videos. Keep 'em coming!!

@slavak7262 5 жыл бұрын

This is probably the best video I have seen on the subject!

@benlee6903 6 жыл бұрын

Great content, Richard! Keep it up!

@will_hunt Жыл бұрын

Another great video, thanks for posting it free!

@AwesumBear 4 жыл бұрын

wth can I refund my finance degree and watch these instead?

@thefozzybear 3 жыл бұрын

Warren Buffet didn't have a financial degree. That's the first rule of fight club.

@Gatorstompstudio Жыл бұрын

Same

@venictos 5 жыл бұрын

Cheers from Denver!

@FergiFerg11 6 жыл бұрын

Hi Richard, just curious, what is your background education? You clearly have a wealth of knowledge on the topic of finance and I assume you most likely work within the industry as well. Are you a fellow Torontonian as you mentioned Toronto a few times throughout your videos. I enjoy the videos keep up the great work.

@ThePlainBagel 6 жыл бұрын

Hey there! I went to school for finance, wrote the CFA exams and yes I work in the field (where I'm surrounded by incredibly bright individuals with much more knowledge than I'll ever have). I also make sure to research each topic before hand to ensure I get the facts straight. And I'm actually based out of Ottawa :) Thank you for the positive feedback!

@Businessblend 4 жыл бұрын

FergiFerg11 And CFA is really the gold standard, very difficult, 3 exam levels with very low pass rates, that’s a serious formal training

@murraytalbot7920 3 жыл бұрын

Thanks for the vid!

@Limitedonathios 3 жыл бұрын

Awww, back when you used to wear a suit in every video. Id love to see an update on robo advising

@MuninnMyrkvi 3 жыл бұрын

Are there already day trading robo advisers that can't turn out wild percentages every day?

@jennifergrant94 6 жыл бұрын

Thanks for the ETF education... explained clearly, well done. I just have one question, why does your money manager resemble Glenn Lidstone? Just sayin'

@anastacioguerrero1527 4 жыл бұрын

So anyone want to buy my Plain Bagel shares at market value before they file for bankruptcy next week? So if no one is willing to buy them at fair value or at a deep discount, how do you get rid of them before said company fails?

@onlyLEVSKI 3 жыл бұрын

Don't trust that robo-advisor! It only prints 'Hello World'! 🤣

@sunnymon1436 6 жыл бұрын

Is there often room for arbitrage between a mutual fund unite and it's equivalent ETF unit? Or does that depend entirely on the market?

@ThePlainBagel 6 жыл бұрын

Sunny Mon one could argue that with ETFs you may get a better deal (ie a discount) for the same holdings as a mutual fund when the ETF trades below its NAV, however there’s no direct way to arbitrage. You can’t really convert between ETFs and mutual Funds, and from my understanding a discount on an ETF often stays consistent over time. So if an ETF is 5% cheaper than a mutual fund with the same holdings, then that 5% discount will typically be present through ups and downs in the market. As such it’s hard to arbitrage a profit with ETFs, mind you it would be difficult to find an ETF and mutual with the same holdings and weights. Thanks for the question! I may include it in the next Q&A video :)

@ThePlainBagel 6 жыл бұрын

I decided to expand on your question in the Q&A video I just posted, if you want further clarification check it out :) kzfaq.info/get/bejne/qtx0haV4vpiUYZs.html

@i_am_powerballinrich1119 5 жыл бұрын

Interesting...

@akrammohamed8374 4 жыл бұрын

I love this

@Sasha0927 Жыл бұрын

Robo-advisors are intriguing. I'm definitely looking to keep costs low and get a simplified start, so I may try that approach out...

@shibayamatomoki8430 4 жыл бұрын

Loved following your videos with a refreshing Canadian view since many videos regarding investing on KZfaq take the perspective of American or European markets. I just got into robo-investing myself (slowly moving from active to passive due to personal daily workload, and can't keep tracking them while working on the clock) and I noticed some investment firms like BMO, RBC, and WealthSimple offered investing options to me regarding ESG (Environment, Social Responsibility, Corporate Governance) investing. I wonder if you can do a video on ESG investing, funds, and how different they are from conventional funds, what are the advantages, disadvantages, etc.?

@ThePlainBagel 4 жыл бұрын

Great idea! I’ll add it to my list of video topics :)

@shibayamatomoki8430 4 жыл бұрын

@@ThePlainBagel You can also add SRI (Socially Responsible Investing) as well. :) From what I heard in a nutshell, it's less about finances and more about social impact whereas ESG it's the other way around (finance first, social responsibility second). Something I hear around "millennial investor" peers of mine...

@Clifffffffffford 5 жыл бұрын

Thanks

@gc7304 4 жыл бұрын

nice suit !

@garcia4062 3 жыл бұрын

Gracias

@zorchhcroz 5 жыл бұрын

Liked this video! Do you have a video on REITs?

@ThePlainBagel 5 жыл бұрын

I briefly discuss them in my alternatives video, but they are just one of the several topics I cover. Here's the link: kzfaq.info/get/bejne/o9qTda54x9-pZ2Q.html

@OVXX666 3 жыл бұрын

i use a "robo advisor" and its great

@Christian-km7ik 4 жыл бұрын

So an ETF is the common shares we buy through a broker???

@ThePlainBagel 4 жыл бұрын

An ETF is just a basket of stocks, like a mutual fund, and investors buy units that represent a share of the pool (if you buy 1% of the units, you own 1% of the stocks within the ETF). The units are simply sold on an exchange like stocks are. Hope that clears things up.

@alfredoleon792 4 жыл бұрын

How to determine the intrinsic value of an ETF? I mean, how to know that ETF market price is expensive or cheap?

@visionsdb6695 4 жыл бұрын

Alfredo Leon P/E ratio of the etf can help

@KnakuanaRka 3 жыл бұрын

Plain Bagel on multiples: kzfaq.info/get/bejne/aJeDh7iZtpPNgGQ.html

@102nightwing 4 жыл бұрын

Not just U.S. companies can be in the S&P 500.

@VeveIndian 3 жыл бұрын

He became so much fun after losing the suit ?

@dogussahin 2 жыл бұрын

Richard i just have a single question: why did you wear your elder brother’s suit jacket? 😀

@hl3641 2 жыл бұрын

In hindsight, dressing in suit did make ya look like another average KZfaq scammer… much better losing the suit now Always learnt something new from something I thought I knew :)