The Best 5 Index Funds To Own For Life (2024 Edition)

preview_player
Показать описание
Thanks Dropbox for sponsoring this video!

In today's video I go over the top 5 index funds for 2024 and beyond. I did make a change to this years list compared to years prior, and that is the addition of VASGX - Vanguards Life Strategy Fund. I removed VQNPX from the list mainly because I felt like it performed and was composed too similar to an S&P 500 Fund, and the VASGX offers a more overall approach to portfolio diversification as its 80/20. In reality, VQNPX is still quite good to hold, but if you own VQNPX and say, VFIAX - you will have a lot of overlap!

FREE STOCKS:

RESOURCES:

MY SOCIALS:

WHO AM I?
Hello 👋 I’m Humphrey, I used to be a financial advisor, worked in gaming/tech, and started my own eCommerce business. I make practical, rational content on investing, personal finance, the news, and much more with a data-backed approach. My goal is to help you with financial literacy and creating wealth.

PS: I am no longer a current Financial Advisor, any investment commentary are my opinions only. Some of the links in this description are affiliate links that I do receive a commission for & they help support the channel!

⏱️ Timestamps:
0:00 - Start Here
1:05 - Index Funds vs. Mutual Funds
4:35 - Index Funds & ETFs
5:22 - Index Fund 5
7:47 - Index Fund 4
9:58 - Index Fund 3
11:42 - Index Fund 2
13:13 - Index Fund 1
Рекомендации по теме
Комментарии
Автор

My strategy combines ETFs for dividends and growth, including JEPI, DIVO, QYLD, SCHD, and JEPQ. Last year, my dividends totaled $102K. but not sure how to mitigate risk thus far for this year

SlowrideHome
Автор

As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?.

shizue-wn
Автор

I did lots of backtesting and found that 20% SCHD/DGRO, 20% VGT/QQQ/SCHG 20% VOO and 40% bonds or 4%+ money market matches the growth of SP500 in up years but reduces the losses in down years by 40-60%. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

Robbertskypes
Автор

I know one thing for sure, starting early is the best way of getting ahead to build wealth, investing remains a priority. The stock market has plenty of opportunities to earn a decent payouts, with the right skills and proper understanding of how the market works.

Tom-ln
Автор

I have over $200k ready to be invested, however I am having trouble trying to find out what investments would be best during this present economy. Heard index funds and ETFs provide diversified stock market exposure while spreading risk. How true?

BillAdamson-bpff
Автор

To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Norman Vitalii focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. His skills set is top notch.

MDSahil-nswj
Автор

My portfolio doesn’t just cater to dividend stocks. I hold $VFIAX (S&P 500 index fund) in my Roth IRA and $VTI (Total Stock Market ETF) in my taxable brokerage account. Two of my largest holdings. The individual dividend stock positions all complement the index holdings.

Suntz_u
Автор

As an individual investor, I haven't found a better program for monitoring my various accounts and Norman Vitalii is invaluable for keeping a running account of dividends and cap gains - so critical to one's estimated tax payments and year-end tax planning

DevKumar-ylnl
Автор

I lost over $80k when everything started to tank. Not because I was in an exchange that went belly up. I was just stupid to hold and because that's what everyone said. I'm still responsible. It just taught me to be a better investor now that I understand more of what could go wrong. It took me over two years of being in the market, I'm really grateful I found one source to recover my money, at least $10k profits weekly. Thanks Charlotte Miller.

ArashHildeman
Автор

The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?

Jersderakerguoe
Автор

I really appreciate the dedication in each video you post. To be successful in markets, traders should understand the crossover between asset classes & liquidity flow. Norman Vitalii focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. His skills set is top notch

danogames
Автор

I have kept my eye out over the years whenever there is a printed review of portfolio management software. I can say unequivocally that there is not a better all-around portfolio management software program out there today. Norman Vitalii handles everything... even those esoteric transactions that no one thinks about talking about in the media. And, Quicken is not sophisticated enough to handle the transactions as seamlessly as Norman Vitalii

junedchauhan
Автор

For now, index funds and stocks might be better options until the housing market stabilizes. I'm delaying a mortgage and focusing on the stock market instead, hoping the $300k I would have used for a down payment can grow during the bull run, though I'm not very familiar with stocks.

jose-
Автор

Norman Vitalii helps me manage my accounts is a manner that helps me know when to buy or sell. I have 76 issues in my various accounts and the notices about predetermined markers help me to manage outcomes. I make slightly less than 100 trades in a year.

vangasakshi
Автор

I was raised that the stock market was a rich man’s game (yep, grandparents lost it all back in the day and preached that forever) but I’ve been around long enough to truly taste just how profitable it can be, with inflation at 9.2% surely these are desperate times, but in my opinion there’s no market condition a proper financial advisor like Norman Vitalii can’t scale through, i can't thank him enough

riteshkokare
Автор

As an advisor, investor and partner, I'm impressed by the thoroughness and professionalism exhibited by all of Norman Vitalii principals. In particular, their depth of knowledge in diverse disciplines as construction, operations and asset management is highly advantageous. Their focus, integrity and attention to details makes us very comfortable doing business with them

BalKrishnaBanya-tpeq
Автор

This is my fifth year after retirement. I’e been following the 4% rule thing I saw on a youTube channel, but this isn’t really how hard I expected things to be. After I cashed out a lump sum, I still have about $760k left, but at this rate, and with how the market is (we were putting money away in an index fund), I’m starting to get really worried.

DonaldMark-nese
Автор

I didn't become financially independent until I was in my mid 40s, in addition to owning a second house making money on a monthly basis through passive income, and I've also met some of my goals. I really hope this motivates someone to know that it doesn't matter if you don't have any of these things yet; no matter your age, you can start today. Investing can help you change your future! By participating in the financial market, Thanks to Norman Vitalii

harshadedit
Автор

Starting early is simply the best way of getting ahead to build wealth, investing remains a priority. I learnt from my last year's experience, I am able to build a suitable life beause I invested early ahead. Thanks to Norman Vitalii for aligning my individual's risk tolerance and financial goals

KrishnaDance
Автор

These are fantastic takes, I feel exceptionally lucky I started investing in my early 30s and consistently compounded my income via assets to create more cash flow. I grew to a 7 figure well-diversified portfolio having exposure to different prolific lnvestments mainly savings account, stocks, ibonds and high yield dividend funds. Forever grateful to my adviser Norman Vitalii.

asgarvagher