Modern 3 Fund Portfolio That Beats The Market Every Year

Learn how to grow your money with a 3 Fund Portfolio, a strategy that has been beating the market for ten years. This video shows you how to pick and mix three types of funds for the best results.

Find out how to balance your investments for steady growth. Perfect for both new and experienced investors. Watch now to start building your wealth with a smart, simple investing plan.

Transform your financial journey with these essential reads:

⏰Timestamps

0:00 - Intro
1:14 - The Portfolio Structure
1:33 - Holding #1 - The Cornerstone
5:48 - Holding #2 - The Roller Coaster (of love)
11:22 - Holding #3 - The Stabilizer
13:53 - Backtest - Modern 3 Fund vs 'The Market'

This video is about Modern 3 Fund Portfolio That Beats The Market Every Year. But It also covers the following topics:

3 Fund Portfolio Strategy
High-Performance ETFs
Financial Market Success

Video Title: Modern 3 Fund Portfolio That Beats The Market Every Year

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✅ About Jeff Teeples.

Join me on a journey to financial freedom! Discover simple, time-tested solutions for long-term success. 🚀 Let's grow! 🌱

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#3fundportfolio #investmentstrategy #beatthemarket #wealthbuilding #etfinvesting #financialsuccess

⚠️Disclaimer: I am not a financial adviser. These videos are for educational and entertainment purposes only. Please exercise due diligence before investing in any kind.

Copyright Notice: This video and my YouTube channel contain dialogue, music, and images that are the property of Jeff Teeples. You are authorized to share the video link and channel and embed this video in your website or others as long as a link back to my YouTube channel is provided.

© Jeff Teeples

[fuz]

I have both VGT and QQQM. However, I think I want to concentrate on VUG as my growth. I also split the portfolio into 25% of VOO, VUG, SCHD, and O. I love the monthly dividend.

[robertbriscoe-mftx]

Tech is not going anywhere anytime soon. It will be here in 100 years. It's as close to a can't lose investment as it gets. VGT is an incredible opportunity. Great video Jeff!

[jet]

52yrs old well into a 7-figure portfolio, just changed it from Vanguard target 2035 fund to modern portfolio in 30% VOO, 40% SCHD, 25% SCHG, 5% cash in high yield savings. By the time I retire in 8 years, take SCHG down to 5-10% and in turn increase both SCHD and VOO.

[ljrockstar]

I use VOO, SCHD, SCHG and XLK for extra tech boost in my ROTH. I like VGT, but it's hard for me to dollar cost average at the $400 +/- price. But, I do own some shares of VGT in taxable account.

[punisher]

Thanks for the content. Just got home from the graveyard shift. Just bought some more Realty Income. It dipped below $56 and I couldn't help myself. It's placed in my Roth IRA. I bought some fractional shares of VTI yesterday along with some SCHD. I wish SCHD would dip below $70 again if not $71. Hello from St.Louis County where the high temp has been 100-101 the last 3 days.

[groseromedia]

I've been leaning into this way of investing myself. Im 100 into FXAIX in my 401k and was thinking of doing:

Brokerage:
VOO - 55
VGT - 30
SCHD - 15

Roth:
VOO - 40
VGT - 40
SCHY - 20

Im late to the game and getting started at 40 lol. So I'm loving the concept of this strategy! Thanks for the videos!

[Ayobussa]

This is great info! I use schd, voo, and appl, msft, nvda instead of vgt. This saves on the ex ratio and is the main reason vgt is doing so well since they make up 46% of the fund

[OCTALog]

Great video Jeff. I am 21 and in my final year of College. I am just beginning my investing journey and have a decent amount in my Roth IRA already. I was investing in SPY, QQQ, and SCHD, but after watching this video, other videos, and doing some of my own research I switched over to VOO instead of SPY and VGT instead of QQQ mainly because of the lower expense fees. I also think that since I am so young, I can afford to invest into VGT over QQQ.

[r.ryansadeghian]

Doing 50:30:20 based on your 3 ETF portfolio. VOO50%, (Soxq, Schg, qqqm each 10%), and lastly (schd, dgro each 10%)

Also have a separate account that just has Schd for 50K and the final account that only holds AI and Cybersecurity including VGT Etfs for 50K

Tradional IRA follows my regular brokerage account allocations.

[samplethis]

Jeff. What do you think of a 3 fund portfolio of SPLG SCHD and SCHG in a Roth IRA?

[aevans]

I literally did a similar portfolio just the other day, only difference is I have some T-bills instead of schd.

[cryptocoinkiwi]

I'm more of a gambler. Heading towards SCHD, VGT, QQQ with a smattering of SOXQ.
(Oh yeah, and I'm loaded to the brim with Tesla, ETH and BTC.)

YOLO?

[beansanddreams]

Great video! What you think about this?
SWTSX 40
SWAGX 20
VXUS 20
SCHD 10
SCHG 10

49 years old

[lizd.]

Great video! Since my Roth IRA is in Fidelity, my breakdown is HDV/FTEC/FZROX/DGRO. My 403b is also in Fidelity and the fund options are limited so my breakdown there is FXAIX/PDGIX/FSPSX/SPHIX

[loakland]

ThanX so much Jeff.... Great video and excellent description of the Three Fund Have SCHG, VOO or VTI for Cornerstone depending on the account. Reference the Dividend ETF I hold SCHD in each account plus I hold DIVO in addition in one.. Lastly, I hold Growth ETF's - VGT, QQQM, SMH and or XLK depending on the account as Looking forward to further content from you. Always great stuff...!!!!

[mrpascallafond]

Thanks for this informative video. If my goal is to live off dividends without selling a portion of my portfolio, what are the advantages of doing the 3 Fund Portfolio vs going 100% in a Dividend ETF like SCHD?

[will]

I’m heavy in SCHD/SCHG. Considering adding VGT or XLK!

[benjaminpai]

Love it. But just curious is it "diversified" enough? e.g. mid cap, small cap, international?

[jeffadams]

Would you hold the portfolio in a company 401k if you had the funds to use.? DFUSX, TILIX or TSNIX( not liking the .69% ER), VHYAX( MF version of VYM).

[nssapal]

Excellent video Jeff - what’s your thought for a person closer to retirement.