Don't Overcomplicate Your Portfolio

One of the biggest mistakes people make when it comes to their finances is overcomplicating things. Don't make this mistake with your portfolio - keep it simple. In this video, I'll share four ways people unnecessarily overcomplicate their portfolio and how you can avoid them.

Timecodes:

0:00 - Intro
0:48 - Chase Returns
3:43 - Constantly Move Money Around
5:48 - Constantly Tweak Asset Allocation
7:53 - Add Additional Asset Classes

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LINKS:

DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

[kitkarson]

I started watching you to keep reminding myself to stick to index funds instead of stock picking where I lost decent amount of money.

[matthewbryk]

Incredible video. Will definitely stick to VTI and VXUS and add bonds later in my career. I've wasted lots of time when i could have been focusing on my career/skillset

[isferfun]

My next plan is sticking with voo, vti, schd, jepi and brk.b. DCA (dollar cost averaging) daily in these bear market. Get them while cheap. Great content to add into knowledge. Thanks Tae.

[luismendez]

probably one of the best videos I've ever seen...thank you Tae!

[kadeklink]

Great video!! I’d love a video doing 15 yr vs 30 yr mortgages

[gabsfairchild]

Thanks for making these concise videos! It validates what I've picked up in pieces over the internet over time and makes it so easy to follow!

[christian_aviles]

Hello Great Video!! I like total U.S stock ETF I currently hold iShares ITOT and BDN but I was thinking of switching out the bond to an international stock like VXUS or IXUS and adding bonds later in life

[BigBearBloo]

Excellent video, as usual! Boring sounds rather nice compared to all the excitement in the rest of the world!

[Ashley_Snyder_Realtor]

Thank you so much for the info. Very new to investing! I hear so much hype about dividend stocks. Do you buy into these? Are they “a part” of one of your three asset classes?

[veritas]

Great video. I need to watch this video again 😁

[sctt]

Any advice on what’s the best thing to do if you currently have a complicated portfolio? Sell and buy index funds or just keep?

[jonathandescomps]

as a European, I invest in VWCE only (no other ETF, no bonds) and let it roll into a snowball. been doing that for ten years now

[davidturner]

Could please do a video on selling cash secured puts for income not assignment ?Best channel would like to see more content on selling premium?

[Lazirus]

The weirdest part about learning so much about investing is once you setup auto-investing into properly diversified index funds, you're done.

[iamalsolegend]

Thanks Tae- I started watching your videos a little while ago and have been enjoying them! You do a great job synthesizing this information.

I’m biased towards your videos because my chosen investment strategy resembles yours- but I always learn something too.

[ryanp]

Love the videos dude - ive been recommended portfolios w/10+ positions. Too much for me to track / set up. Ive pinged you a few times on videos but very interested in your pov on Risk Managed Income ETF like xrmi that tracks SNP 500 but pays a yield of 6%+? Ty!

[mompreneurlife]

❤ You are so right that investing should be simple and straight-forward. One of the best advice out there: "don't invest in something that you don't understand." To me, that means KISS (Keep It Simple Stupid). Thanks for sharing. Great tips here and I am so glad to have found your channel. ❤

[gaetanguimond]

Tae, many people don't know that turtles live underwater lol, very good name for you channel.

[rainacherienne]

Good take but I enjoy finding new stocks to invest in.

[hyrumsmith]

I want to keep things simple. Would it be a good strategy to just put 50% in Total Market Index Fund and 50% in S&P 500 and just keep that going and wait?