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I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.
There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an CFA seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
@@MariusNatt I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
@@MariusNatt Vivian has the appearance of being a great authority in her profession. I looked her up online and found her Bio, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
That was the best video i have watched on the s&p 500 sectors, Thank you so much. 1 question i have is how can i work out what percentage of each sector allocation towards the s&p 500 make up?
I use VDC for my consumer staples ETF. Expense fee is 0.10%, but has ~100 holdings compared to ~40-60 for the two you mentioned. They're all pretty much the same otherwise. I wouldn't be ashamed to own any of them!
I prefer individual REIT stocks over any type of fund. Utility stocks are a bit harder to pick so I am going with VPU for exposure to the utility sector. I am also looking at SCHD for dividends. The recent split allows for an attractive share price. It has just over 100 positions making it an ideal fund. Any broad based index fund such as VTI may expose investors to the law of diminishing returns scenario. On the other hand there is no general consensus on how many stocks are too many to own.
That was needed, thanks. I am in XLU. Since I don't want to roll the dice with the expensive magnificent 7's, I am considering the tech and services etfs.
Everyone owning a S&P index or all US stock market (like VTI) is heavily exposed to tech. I think buying tech sector etf is overkill for the long term. I'm heavy into VNQ in my Roth IRA to avoid taxes. I combine that with VOO & VIG.
This is why I prefer going with sector ETFs over a broad based index fund. I have control over what sectors my portfolio is exposed to. Individual stocks offer even more flexibility for investors. The downside to that approach is that more research is required so that investors don’t take on undue risk.
Which sector are most exposed to within your portfolio?
Join over 14,000 investors who read my weekly newsletter The Investor's Edge. Sign up for FREE at go.roussinfinancial.com/subscribe
1:26 - Consumer Discretionary - Non-essential - XLY, FDIS
3:35 - Consumer Staples - Essential - XLP, IYK
5:20 - Energy - Very Essential - XLE
7:05 - Financials - XLF, VFH
8:48 - Healthcare - Very Essential - XLV > IXJ
10:50 - Industrials - XLI, FIDU
12:34 - Information Tech - XLK, VGT
15:03 - Materials - GDX, XLB
16:52 - Comm Services - XLC, VOX
18:48 - Utilities - XLU - All about that yield
19:59 - Real Estate - VNQ - More yield
🙏
I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio dwindle away is such an eye -sore.
There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.
I agree, that's the more reason I prefer my day to day investment decisions being guided by an CFA seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
@@MariusNatt I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
@@Rachelschneider03 Vivian Jean Wilhelm ... she's Top notch
@@MariusNatt Vivian has the appearance of being a great authority in her profession. I looked her up online and found her Bio, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
When in doubt you can never go wrong with investing into a strong low expense ratio etf! Great stuff man
Best way to diversify
Nice breakdown Mark!
Thanks buddy for stopping by!
Muchas gracias, me gusta tus videos.
That was the best video i have watched on the s&p 500 sectors, Thank you so much.
1 question i have is how can i work out what percentage of each sector allocation towards the s&p 500 make up?
I use VDC for my consumer staples ETF. Expense fee is 0.10%, but has ~100 holdings compared to ~40-60 for the two you mentioned. They're all pretty much the same otherwise. I wouldn't be ashamed to own any of them!
I prefer individual REIT stocks over any type of fund. Utility stocks are a bit harder to pick so I am going with VPU for exposure to the utility sector. I am also looking at SCHD for dividends. The recent split allows for an attractive share price. It has just over 100 positions making it an ideal fund. Any broad based index fund such as VTI may expose investors to the law of diminishing returns scenario. On the other hand there is no general consensus on how many stocks are too many to own.
That was needed, thanks. I am in XLU. Since I don't want to roll the dice with the expensive magnificent 7's, I am considering the tech and services etfs.
was looking for some broad healthcare exposure, this was the exact video i needed. thanks Mark
Very helpful video, thank you! I have bookmarked it and keep coming back to it. 👍🏼
Thanks Mark!
Thanks for watching!
Great advice - TYSM!
Outstanding video Mark.
Great information thank you
Hi mark im from turkey i want to invest my money to dividend stock and etfs.can you make a video about dividend etfs. Thank you.
These are all nyse.
No nasdaq etfs ? Is it same for nasdaq also ? Same sectors ?
Great video. Great breakdown. Thanks Mark.
voo and chill for me
Everyone owning a S&P index or all US stock market (like VTI) is heavily exposed to tech. I think buying tech sector etf is overkill for the long term. I'm heavy into VNQ in my Roth IRA to avoid taxes. I combine that with VOO & VIG.
This is why I prefer going with sector ETFs over a broad based index fund. I have control over what sectors my portfolio is exposed to. Individual stocks offer even more flexibility for investors. The downside to that approach is that more research is required so that investors don’t take on undue risk.
fact : no one beat Sp500 and Nasdaq