I Stopped Buying Stocks and Went ALL IN on ETFs. Here's Why.

🔍 The Shift from Single Stocks to ETFs: Discover my reasons for transitioning from investing in single stocks like Apple and Tesla to focusing on ETFs and index funds such as VTI and QQQ.

STUFF I RECOMMEND!*
Personal Finance

Saving Money & Grabbing Deals

I STOPPED Investing in Single Stocks. Here's Why:

💡 Historical Market Analysis: We examine the performance of top companies in the S&P 500 over the past two decades, highlighting the risks associated with investing in individual stocks and the dynamic nature of the market.

📊 Case Study of Market Changes: Using specific examples like General Electric and Boeing, I demonstrate how market leaders can change over time, affecting investment outcomes.

📈 The Benefits of Index Funds: Learn about the self-cleansing nature of index funds and how they automatically adjust to market changes, providing a more stable and diversified investment option.

💰 Portfolio Performance Comparison: I share a comparative analysis of investing in single stocks versus index funds over a 20-year period, showcasing the growth potential of each strategy.

🚀 Building Financial Independence: Understand how a consistent investment approach in index funds can pave the way to financial independence and a robust portfolio.

🔗 Educational Resources & Tools: The tools I show in this video include:

👉 Subscribe for More: Stay tuned for more videos on financial strategies, portfolio building, and achieving financial success.

🗨️ Your Turn: I invite you to share your investment experiences and strategies in the comments. Let's learn and grow together!

#financialindependence #financialeducation #stocks

*Disclaimer: Bob is not a financial advisor. Please contact a professional financial advisor prior to making any decisions. Some of the links and other products that appear on this video are from companies in which Bob Sharpe earns an affiliate commission or referral bonus. Bob Sharpe is part of an affiliate network and receives compensation for sending traffic to partner sites. The content in this video is accurate as of the posting date. Some of the offers mentioned may no longer be available.

[panamasipu]

I lost a lot chasing single stocks. VTI made me my money back with growth and dividends in a year.

[FurryHippoFinance]

Great video! I started DCA in Sept 2021 into VOO and now added VUG/QQQM/SCHD and currently up 50+% in the first two years. I ONLY 100% invest in ETFs and never individual stocks. Amazing growth!

[romariosmith]

Splg is what i invest in over voo. Mainly because the price entry is lower, and it's just easier to see the money growing

[vijayaragavan]

One of the greatest and clear explanation for ETF vs individual stocks. Thanks good value for investors!

[jamiec]

Great video. Thanks for sharing these valuable insights.

[caleb]

Excellent video, made me see things in a different way.

[ogbobeatstvsneakersnewsstocks]

Great vid. Like they way you broke it down.

[ImVekg]

I appreciate your videos, I’ve learned quite some bits from your videos being a beginner investor at 20

[addahHusayn]

I’m 26, $300K net worth. Been saving 50% of my salary, investing in stocks & living below my means. My goal this year is to be more serious and consistent with my investments for long term. Starting to save for a house down payment. I want to invest more this year but I'm not sure on how to mitigate risk

[dplfjqc]

great video was thinking the same thing before, you made a lot of sense.

[travistarr]

This should be taught at every high school

[lasercooper]

Top notch education Bob. 🙏. This is exactly what I’ve concluded with all mine and my kid’s portfolios over the last year. One stock, TSLA, small % compared to our ETF holdings. If TSLA hits, fantastic, if it doesn’t, it doesn’t destroy our net worth. Never can tell where TSLA will be in 40 years as my kids are turning 60. And I don’t care. They will be ETF millionaires.

[Whoamitoyou]

Can you make a video about factor ETFs? What do you think about those momentum, value, quality etc factors?

[montezeubanks]

ETFs are a great way to invest...just be careful of fund overlap where you have multiple funds that invest heavily in the same stocks. For example, the top holdings in VOO and QQQ are virtually the same.

[michaeldawn]

When I started investing about 4 years ago I watched a video advocating ETFs are the core of an investment portfolio. I did not follow that advice and have the losses in individual stocks to prove it. Honestly, I invested in the low-quality, small caps thinking I would see big gains, but just the opposite. Plus, I invested in ARK Invest Thematic ETFs. Another No-No. So, I agree with the quality (like those mentioned in the video) ETF focus now, but stay away from most Thematic ETFs, Penny Stocks and Small Caps. I'm trying to get to 70% ETF cores with the remaining 30% on quality large caps stocks for growth and dividends. Great Video!

[fvkevvz]

Hello Bob - a nice - honest and to the point - investment style that you recommend / I’m from Canada 🇨🇦, so my choices are a bit different - along with the tax laws - but my preferences are geared towards - sector specific - ETFs (cover call) with a 50% upside for market appreciation - sometimes the dividends will fluctuate, but the average yield is 13% - paid monthly - that gives me a great compounding opportunity /
The 2 sectors I chose are - Financials and Utilities… / neither fund goes beyond 15 holdings…. So their approach is quite focused…
The brand I am using is called - Hamilton ETFs

[ramzee]

Great insight! Thanks.
Question, are you still holding on to your JEPI ? And are you considering Jepq? Thanks!

[rickwalker]

JEPQ and SPYI are a couple of my favorites.

[randy]

Yes, AVGE, FFOG, FDIF and HERD. You pick the allocation based on the investment thesis of each of these ETFs.

[RB-jeyj]

Currently have 3 portfolios
Brokerage SCHD/VGT/VOO
Roth IRA SCHD/SCHG
T. Roth. XLK/DGRW
current value $775 k and growing