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Don’t buy a commercial building. The maintenance on that thing is expensive. I’m a building engineer by trade I’m telling you it’s expensive to maintain.
Another great easy to understand vid on something I use to think was too technical for me. 😂 thanks mate, Keep it up! Spreading investment knowledge is so important.
Can’t beat a mix of growth and low cost index ETFS’s well done. Thanks for the vids! Keeps me motivated! Always good to look at your strategy with out tinkering and letting money control your life
Since you said a primary house isn’t an investment because it isn’t putting money in your pocket, would you also consider a renal property with a mortgage higher than rental income as not an investment too?
Are you willing to make a video in the future, comparing and contrasting from this videos holdings now, compared to the end of the year in 2026? Professor G🙌🏼
Question 🙋🏼♂️ Why SCHD and not DGRO? They have almost the same expense rate, .08% and .06%. DGRO has a 1 YR return rate of +18.28% and a 3 YR return rate of +15.73%. SCHD 1 YR is +17% and a 3 YR of +11.39%.
Got about 35% s&p 500 25 % fbgrx 25% fselx 15% in fidelity mid cap
All mutual funds I know they are actively managed but I’m hoping I can keep beating market While staying focused on tech growth with some blend of mid cap to help diversify just little bit
I think I’m pretty aggressive but I’m only 28 and looking to hold portfolio for next 30-35 years
INVESTING IS NOT ABOUT TIMING THE MARKET, IT’S ABOUT TIME IN THE MARKET. START TODAY AND LET COMPOUNDING DO THE HEAVY LIFTING. YOUR FUTURE SELF WILL THANK YOU.
Professor G, quick question for you – for educational purposes.
Im trying to mimic my 401k to my ROTH but my 401k is limited obviously.
401k currently 100% RGAGX but would like to diversify. Do you know of a Fidelity fund that closely matches QQQ, and also SCHD? (Trying to go 40% FXAIX, 40% QQQ (I could keep RGAGX), and 20% SCHD. I just need a Fidelity mutual fund equivalent to SCHD and Im set.)
TL;DR. Do you know of a Fidelity Mutual Fund that closely matches SCHD?
Nice to see someone who takes it serious to not dog on crypto. Crypto is risky but 1%-5% of a TOTAL portfolio being crypto especially bitcoin, ETH, or XRP is in no way going to make people lose all thier money.
I like how you breakdown your retirement portfolios, my biggest question, why is Top 100 / Growth ETFs used along with VOO/Top 500? I think S&P already 30-35% tech heavy, and I'm sure it will grow as its AI boom, but surely that feels like putting a lot of eggs in one basket if also investing in QQQ, VGT, or growth heavy etf then its more like 40% or more?
I've been using a site called portfolio optimizer pro and I like it cause it's affordable and is simple to use and understand. It help you to find the most efficient balance of stocks or crypto to yield you the highest return for the least amount of risk, which can be adjusted based on your risk tolerance.
Buenas, como va profe, soy un muchacho de 40 años. Tengo un portafolio moderado agresivo. Llevo 4 meses invirtiendo : con estos etf: voo, spyg, schd, spmo, vxus, bndw. Quiro saber si spyg lo puedo cambiar por schg. Que me recomienda
Please make a video for UK investors. I love your channel and my portfolio follows your 3 ETF strategy. As an investor in the UK, we can’t invest in SCHD but we have dividend / value alternatives like TDGB (TDIV). Would love to hear your thoughts!
I started with nothing but curiosity and trading has transformed my life. A leap of faith in the financial markets. Despite challenges, I stayed committed, learning and growing with each step.
37 comments
Join the Patreon Group for EXCLUSIVE content: https://www.patreon.com/investingsimplified
*Live stock purchases, live Q&A exclusive ZOOM for members only, and a very strong investing community to network with so we can all reach FINANCIAL FREEDOM FASTER!
Some people say that when the next crash happens, it will be far longer than what we are used to, but we will see what happens.
all you have is overlap not sure what you are trying to teach people.. all large cap all U.S.?
VGT, VOO, VIG & SCHD
👍
Don’t buy a commercial building. The maintenance on that thing is expensive. I’m a building engineer by trade I’m telling you it’s expensive to maintain.
These videos are so helpful! I started investing a couple of years ago and your videos have helped me so much -thank you!
Your portfolio is quite conservative. Almost too conservative.
Love to join your group and your teaching style ! Is it still at $20++ per monthly ?
How come no vti or voo in the Roth?
Another great easy to understand vid on something I use to think was too technical for me. 😂
thanks mate, Keep it up! Spreading investment knowledge is so important.
Can’t beat a mix of growth and low cost index ETFS’s well done. Thanks for the vids! Keeps me motivated! Always good to look at your strategy with out tinkering and letting money control your life
What is the ticker for the bitcoin etf that is in your Roth?
A breakdown by percentage of only his ETFs would be helpful. That is, Among all ETFs he has, what is the VOO percentage. That would be swell
Be careful with commercial properties. Insurance rates are extremely high compared to residential. I learned this the hard way.
Since you said a primary house isn’t an investment because it isn’t putting money in your pocket, would you also consider a renal property with a mortgage higher than rental income as not an investment too?
Are you willing to make a video in the future, comparing and contrasting from this videos holdings now, compared to the end of the year in 2026? Professor G🙌🏼
Question 🙋🏼♂️
Why SCHD and not DGRO? They have almost the same expense rate, .08% and .06%.
DGRO has a 1 YR return rate of +18.28% and a 3 YR return rate of +15.73%.
SCHD 1 YR is +17% and a 3 YR of +11.39%.
Can you rate my portfolio ?
Got about
35% s&p 500
25 % fbgrx
25% fselx
15% in fidelity mid cap
All mutual funds
I know they are actively managed but I’m hoping I can keep beating market
While staying focused on tech growth with some blend of mid cap to help diversify just little bit
I think I’m pretty aggressive but I’m only 28 and looking to hold portfolio for next 30-35 years
Would this be a good long term investment for my Roth IRA?
60% VOO
25% QQQ
15% VXUS
What are your thoughts?
where is crowdstrike? did you sell it ? or just it is suggested to buy but you don't own it?
XRP!
INVESTING IS NOT ABOUT TIMING THE MARKET, IT’S ABOUT TIME IN THE MARKET.
START TODAY AND LET COMPOUNDING DO THE HEAVY LIFTING.
YOUR FUTURE SELF WILL THANK YOU.
Professor G, quick question for you – for educational purposes.
Im trying to mimic my 401k to my ROTH but my 401k is limited obviously.
401k currently 100% RGAGX but would like to diversify. Do you know of a Fidelity fund that closely matches QQQ, and also SCHD? (Trying to go 40% FXAIX, 40% QQQ (I could keep RGAGX), and 20% SCHD. I just need a Fidelity mutual fund equivalent to SCHD and Im set.)
TL;DR. Do you know of a Fidelity Mutual Fund that closely matches SCHD?
VT ??
Heart this comment… NOW! Immediately!
Nice to see someone who takes it serious to not dog on crypto. Crypto is risky but 1%-5% of a TOTAL portfolio being crypto especially bitcoin, ETH, or XRP is in no way going to make people lose all thier money.
I like how you breakdown your retirement portfolios, my biggest question, why is Top 100 / Growth ETFs used along with VOO/Top 500? I think S&P already 30-35% tech heavy, and I'm sure it will grow as its AI boom, but surely that feels like putting a lot of eggs in one basket if also investing in QQQ, VGT, or growth heavy etf then its more like 40% or more?
What is a mayor drop?🤔
Do you recommend to have SCHD in the taxable account? If so, why?
I've been using a site called portfolio optimizer pro and I like it cause it's affordable and is simple to use and understand. It help you to find the most efficient balance of stocks or crypto to yield you the highest return for the least amount of risk, which can be adjusted based on your risk tolerance.
NICE VIDEO. I HAVE BEEN LOOKING FOR A GENUINE TRADING EXPERT TO INVESTMENT MY MONEY. ANY RECOMMENDATIONS PLS
The best investment you can make is moving out of communist California
Buenas, como va profe, soy un muchacho de 40 años. Tengo un portafolio moderado agresivo. Llevo 4 meses invirtiendo : con estos etf: voo, spyg, schd, spmo, vxus, bndw. Quiro saber si spyg lo puedo cambiar por schg. Que me recomienda
My Roth is FSKAX, SCHD, QQQM, SPMO. Do you think this is a good mix?
Please make a video for UK investors. I love your channel and my portfolio follows your 3 ETF strategy. As an investor in the UK, we can’t invest in SCHD but we have dividend / value alternatives like TDGB (TDIV). Would love to hear your thoughts!
I started with nothing but curiosity and trading has transformed my life. A leap of faith in the financial markets. Despite challenges, I stayed committed, learning and growing with each step.