ETF Update: Positioning Your Retirement Money Correctly + Top Funds in Q2
Вставка
- Опубліковано 5 лип 2024
- In this episode, Ron DeLegge @etfguide analyzes ETFs linked to the global stocks, S&P 500 industry sectors, Bitcoin, commodities and others.
Plus, Ron examines the world's top 14 billionaires, where they made their fortunes and how it should impact the way individual investors build and manage their portfolios.
Finally, Ron gives you fresh retirement planning strategies with correct tax positioning tips and how to get your money and investments into the tax free zone RIGHT NOW!
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Performance figures are through the 7/5/24 market close, with the exception of the global equity map. Historical performance is not a guarantee or warranty of future results. Read the prospectus before investing.
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WATCH RETIRING & INVESTING WITH A MARGIN OF SAFETY PLAYLIST
• Retiring & Investing w...
Note: Performance figures are historical and not indicative of future results. Consult the prospectus before investing.
#stockmarket #ETF #Bitcoin #retirementplanning #taxes #rothira
I've been following the growth of actively managed ETFs. They're gaining popularity!
Have you looked into ETFs for their investment portfolio?
Yes, I’ve been considering them. They seem like a good way to diversify.
I like that they have lower fees compared to mutual funds.
@@RobertDamanii For sure, lower fees, better tax efficiency, greater transparency and intraday liquidity...this is why ETFs will soon surpass mutual fund assets. ETFs are industrial grade investment products. Ron
@@OwenFlex Active ETFs have many use cases. They can be used as core or non-core portfolio building blocks, depending on the investor's philosophy. For indexers, an active ETF would def be a non-core holding or something they might avoid altogether. For active investors, they might build the core around active funds with index ETFs as the non-core. Take care, Ron
Great episode!
Thank you Michael, appreciate it! RD
Nice job Ron! 👍
Thanks JCF. Nice to see you again! RD
Thanks for the valuable info
You got it guay. I try to attack what's important, but with a slightly different or overlooked angle. RD
Good job Ron thank you
🙏Thanks EB! Ron
Hope you had a good 4th. I did. I bought a couple of those Calamos ETFs on July 1. I used my fixed income portion of my stash in my taxable account. At least I won't have yearly dividends to pay taxes on.
What you mean by Calamos ETFS please
The 100% buffer ETFs are becoming a thing. The entire "protected growth" category is forever changed with the arrival of these funds. The caveat is most of these ETFs are so new, they haven't face a 2008 financial crisis moment. Will they deliver on their promise? Might they only deliver 95% protection when 100% was the goal? We won't know until we know. Nevertheless, it's my personal feeling they'll do just fine. Nice to see you again Dave! RD
@@etfguide I saw the Innovator ones last year, but I didn't understand enough to buy. But this time around it clicked.
I thought these would be classed as ETNs and not ETFs. But I understand it is a promise. This is less than 5% of my stash. It was the better tax treatment that got me in.
Have a good summer, Ron.
CCRV appears to better than SDCI..
CCRV has a shorter performance history vs. SDCI, but it has delivered strong results since its 2020 inception. Thanks prakash for watching! RD