5 ETFs to BUY & HOLD FOREVER

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  • čas přidán 11. 04. 2024
  • ETFs are a great way to diversify your portfolio and create a core for your portfolio. Think of an ETF as a basket of stocks, some baskets are larger than others.
    In today's video, I will go through 5 of the BEST ETFs to Buy & Hold for the LONG-TERm. These are FOREVER ETFs. Some focus on diversification, some on growth, some on dividends, and much more.
    In the comment section below, let me know what YOUR Top 5 FOREVER ETF list looks like.
    I want to thank The Motley Fool for sponsoring this video
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Komentáře • 130

  • @DR-zj4od
    @DR-zj4od Před 2 měsíci +14

    I was a Motley Fool members for years. The only thing it did was make me loose money in the long run. The old guys that knew how to invest left and the new guys ain't that good.

  • @kazuoyamamoto-4776
    @kazuoyamamoto-4776 Před 3 měsíci +3

    Aloha from Honolulu, very happy to find U, keep on learning , Appreciate very much.

  • @Blitcliffe
    @Blitcliffe Před 2 měsíci +171

    Overall, 51% of traders think this year would favor stocks, mutual funds, and other equity-based investments, despite Treasury yields and other safer cash-like investments paying big. I’m looking for opportunities in the market that could fetch me $1m ahead of retirement by 2025

    • @stevensmiddlemass2072
      @stevensmiddlemass2072 Před 2 měsíci +3

      Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire

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      @mesutserim1595 Před 2 měsíci +1

      True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit 90% rise from early last year. I and my CFP are working on a 7 figure ballpark goal, though this could take till Q3 2024.

    • @wellsHannahh
      @wellsHannahh Před 2 měsíci

      I’ve been down a ton, I’m only holding on so I can recoup, I really need help, who is this investment-adviser that guides you

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      @mesutserim1595 Před 2 měsíci +2

      'Lauren Marie Ehlers' is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

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      @wellsHannahh Před 2 měsíci +1

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @user-yp6in8nl9z
    @user-yp6in8nl9z Před 3 měsíci +2

    as always another great and informative video. thank you.

  • @rosacapell4788
    @rosacapell4788 Před 3 měsíci +2

    Thank you very much! I really enjoyed this insight and have invested in a few of these etf's. I am sure I will be successful 😉

  • @Luissierra12373
    @Luissierra12373 Před 2 měsíci +101

    Keeping up with current trends and strategies can help traders stay ahead of the curve and make informed decisions, It is important for beginners in trading and investing to understand that success in these fields requires technical analysis, emotional maturity, and self-discipline. Thanks to Henry James Walter’s insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!>

  • @Carlitos0013
    @Carlitos0013 Před měsícem

    Thanks a lot for this great video

  • @kitakito
    @kitakito Před měsícem +1

    Amazing info! Thnks so much for sharing your insights, it's much appreciated!❤😊

  • @tblade_org
    @tblade_org Před měsícem

    Thanks for the video!

  • @HodgeChris
    @HodgeChris Před 2 měsíci +101

    Additional earnings reports from major tech companies, driven by Nvidia, coupled with trader FOMO, could fuel a resurgence in market buying pressure. I'm considering investing over $300k, but I'm uncertain about risk mitigation strategies.

    • @brucemichelle5689.
      @brucemichelle5689. Před 2 měsíci +2

      Nvidia stock is roaring like many did during the 1990s bubble. But this time around, the hype around new chips is happening in a more mature demand environment.

    • @carssimplified2195
      @carssimplified2195 Před 2 měsíci +1

      Accurate asset allocation is crucial, and some individuals use hedging strategies or allocate part of their portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io Před 2 měsíci +1

      Please can you leave the info of your lnvestment advsor here? I’m in dire need for one

    • @carssimplified2195
      @carssimplified2195 Před 2 měsíci +1

      Colleen Rose Mccaffery” is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

    • @PatrickFitzgerald-cx6io
      @PatrickFitzgerald-cx6io Před 2 měsíci

      Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

  • @tompartyka352
    @tompartyka352 Před 3 měsíci +23

    Great video Mark!
    1-Voo plus Splg- cheaper
    2- Vug plus Schg- cheaper price
    3- Vtv plus Schd
    4- Ftec cheaper version of Vgt
    5- SMH, Soxq

  • @a32tl
    @a32tl Před 3 měsíci +13

    My favorites are VOO, SCHG, QQQM and SCHD. I keep buying more and more shares of each one regardless of whether the market is going up or down. Dollar cost averaging my way on all 4 ETFs.

    • @dividendfire855
      @dividendfire855 Před 3 měsíci +5

      Too much overlap

    • @a32tl
      @a32tl Před 3 měsíci +1

      @@dividendfire855Roth account: QQQM, SCHD
      Brokerage account:
      VOO, SCHD, SCHG.
      Don’t see the problem.

  • @hogue3666
    @hogue3666 Před 3 měsíci +4

    I love this video. Thank you, Mark!

  • @Aaronymous_71
    @Aaronymous_71 Před 3 měsíci +3

    Great stuff! I really value your videos, Mark!

  • @chinvest_kz
    @chinvest_kz Před 3 měsíci +2

    My favorite 5 ETFs are: SCHD, VOO, VYMI (international), DGRO and VB (small cap)

  • @jessew8568
    @jessew8568 Před 3 měsíci +2

    I use SPLG, SCHD, SPYG, and IETC. SPLG is the S&P 500. SPYG is growth and IETC is technology. Both move similar to QQQM. The Nasdaq 100 has too much junk in it for me. Sometimes SCHD can be up when the rest is down. It can be frustrating as well but seems to have a purpose.

  • @davidwysocki1004
    @davidwysocki1004 Před 3 měsíci +22

    Thanks, Mark, for an excellent discussion of these 5 ETFs. As a retired and 72 year old investor, I am focused on dividends and dividend growth which is why I own SCHD. Good stuff!

    • @jl4603
      @jl4603 Před 3 měsíci +4

      Same here, I am retired and have SCHD

    • @Bur6212
      @Bur6212 Před měsícem

      I’m retired and have PTSD

  • @ashen_NZ
    @ashen_NZ Před 3 měsíci

    Thanks for the great video. What percentage allocation would you suggest for the 5 ETFs mentioned in the video, considering someone in their mid-40s with a stable job and $100K to invest? Your guidance would be greatly valued. Thank you.

  • @curleebishopjr3730
    @curleebishopjr3730 Před 3 měsíci +1

    What do you think of ietc, would love to hear your opinion.

  • @jasonwebb5652
    @jasonwebb5652 Před 3 měsíci

    Fidelity 500 index fund. Love that hat!

  • @andrewlau8694
    @andrewlau8694 Před 3 měsíci

    Hi Mark, what do you think of QGRW, AVUV and VT?

  • @PhatallyFlawless
    @PhatallyFlawless Před 3 měsíci

    Can you go over IBAT and HDRO, those r the best hydrogen etfs

  • @kathymclaughlin2248
    @kathymclaughlin2248 Před měsícem +2

    As a CPA, might you consider doing a video on the best funds to hold in a taxable account.

  • @jackrandazzo6817
    @jackrandazzo6817 Před 3 měsíci +1

    How do you feel about splg over Voo?

  • @shroud4269
    @shroud4269 Před 2 měsíci +1

    VOO(40%) QQQM(20%) XLK(20%) VYM(10%)VFH(5%) VNQ(5%). i love the finance sector but is worth having it at 5%? Adds a nice bit of diversification in a pretty tech heavy portfolio.

  • @rssharma9
    @rssharma9 Před 3 měsíci +1

    VOO, QQQM, SCHD, HDV and VTI. Got it. How about SOXX? VGT? Too specialized?

  • @billyb718
    @billyb718 Před 2 měsíci

    No disagreement here but how can I shadow those investment with index stock. Which are a lower cost, not having much to start with but desire to start. Or even other etf that’s not over a $100 per share?

  • @sumitandseemasingh
    @sumitandseemasingh Před 3 měsíci +1

    What's your thoughts on the combination of these 4 ETF's 35% VOO, 35% SCHD, 15% QQQM & 15% JEPIQ on a $100K investment

  • @rishi505
    @rishi505 Před měsícem

    Great and honest information by CFA
    Please add more semiconductors and AI

    • @GiangLe-rz6gu
      @GiangLe-rz6gu Před měsícem

      Yea, great information but I saw another semiconductor FSELX was excellent ETF also

    • @alexs4392
      @alexs4392 Před 4 dny

      ​@@GiangLe-rz6gu I've been doing SMH semiconductor ETF, any other good suggestions?

  • @charliec6318
    @charliec6318 Před 3 měsíci +1

    I have QQQM, VOO, SCHD

  • @dennisstrand5566
    @dennisstrand5566 Před 3 měsíci +1

    Buy SPLG

  • @legendary4110
    @legendary4110 Před 3 měsíci +2

    I have Vti, Schd and Dgro. I like Hdv though

  • @cabomusico
    @cabomusico Před 3 měsíci

    Hi... Is it possible to invest in the SCHD for who lives outside the US, like Portugal? Thanks...👍

    • @melon9440
      @melon9440 Před 3 měsíci

      Also would like to know this. Im from hong kong/philippines

    • @DunaMarcela18
      @DunaMarcela18 Před 2 měsíci

      Only as a cfd as far as i know

  • @janshuster1426
    @janshuster1426 Před 3 měsíci

    SCHD, SCHG, IJR, RQI
    Yours are all good funds but too much overlap if you bought all 5 as a portfolio.

  • @Jfhelwig
    @Jfhelwig Před 2 měsíci

    FDRR is a winner a well

  • @robertg3658
    @robertg3658 Před měsícem +1

    VGT prints money

  • @bubblechaser5369
    @bubblechaser5369 Před 3 měsíci

    Have 3/5 ... DCA constantly, I just need a few million more $$$

  • @jamesmorrow4991
    @jamesmorrow4991 Před 3 měsíci

    If I bought a REIT from my Roth IRA, do I have to declare the dividend (income) on my taxes?

  • @sanityseclipse-kgs4006
    @sanityseclipse-kgs4006 Před 2 měsíci

    VHT is awesome, healthcare companies are never going away

  • @blueline7575
    @blueline7575 Před 3 měsíci +1

    What would be a good replacement for VOO in a 3 stock portfolio. Currently holding schd and schg. VOO is just so expensive lol

    • @jackrandazzo6817
      @jackrandazzo6817 Před 3 měsíci +2

      I like Splg

    • @jamessidberry8827
      @jamessidberry8827 Před 3 měsíci +1

      Splg is the same as VOO but a lot cheaper

    • @brianlester4494
      @brianlester4494 Před 3 měsíci +1

      Absolutely VTI
      VOO is 500 VTI Total Market. They actually go hand in hand in growth. VTI @246
      Their charts nearly identical in growth.

    • @2ECONDx
      @2ECONDx Před 3 měsíci +1

      I thought stock price has nothing to do with earnings if you DCA invest in them.

    • @mattyHi1892
      @mattyHi1892 Před 10 dny

      VTI is much better share price than VOO plus almost identical top 10 holdings and dividend.

  • @2coryman
    @2coryman Před 2 měsíci

    I would like an ETF that holds all sectors but constantly moving their % according to their AI predictive gains over loses , so remaining on the wining side 100%

  • @ThorCrag
    @ThorCrag Před 3 měsíci +1

    God bless you, Kevin. Thanks for the years of laughter. Enjoy your soft retirement, buddy.

  • @DayTradingAddictss
    @DayTradingAddictss Před 3 měsíci +49

    I usually look up your videos for updates! Our government has no idea how people are suffering these days. I feel for people with disabilities not getting the help they deserve.
    Thank you mrs Lauren Hopkins, imagine investing $12,000 and received $305,500.

    • @AnitaRays
      @AnitaRays Před 3 měsíci

      Crypto Bull run is making waves everywhere and I have no idea on how it works. What is the best step to get started please?

    • @StevenPierce-
      @StevenPierce- Před 3 měsíci

      Wow, that's more than a mouthful of profits you're making. How do you achieve this feat consistently? You must be a genius in trading.

    • @DayTradingAddictss
      @DayTradingAddictss Před 3 měsíci

      Have you not heard of Mrs. Lauren Hopkins?

    • @DayTradingAddictss
      @DayTradingAddictss Před 3 měsíci

      She has this skill of making complex crypto concepts easy to understand and is truly commendable.

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      @RosaMariadelosSantos- Před 3 měsíci

      You know her too? I'm also a proud beneficiary of her superb platform.

  • @vestedinterest5655
    @vestedinterest5655 Před 3 měsíci +6

    No reason to have both VOO and VTI in a portfolio, pick one or the other.

  • @pelicanjoe
    @pelicanjoe Před 2 měsíci +1

    I hope people do their own research. This is not a diverse set of ETFs. Very US/large-cap focused. Depends on what your goals/age/risk tolerance. You could even reduce your core to 1 ETF (AVGE). A fund of fund.

  • @texasfishin3809
    @texasfishin3809 Před 2 měsíci +2

    Would it not be silly to buy VOO right now while it’s at all time highs? Shouldn’t I wait for a dip

    • @taylor3483
      @taylor3483 Před měsícem

      do a recurring buy of a small amount each day. You don’t have to go all in at once

    • @Xjag
      @Xjag Před měsícem

      Just buy 5$ every market day if your worried

  • @jamie309
    @jamie309 Před měsícem +1

    Well, might sound stupid. Do you think it’s a good idea if I just buy all of this for dca. Because I actually can spend all of my income on investment since I live with my parents anw.

    • @jamie309
      @jamie309 Před měsícem

      I’m now holding 4 tech companies, and finding some good etf to invest

    • @MarkRoussinCPA
      @MarkRoussinCPA  Před měsícem

      All about being well diversified based on your risk

  • @justinshearer8180
    @justinshearer8180 Před 3 měsíci

    100% dgro

  • @matthewbeaty4344
    @matthewbeaty4344 Před 3 měsíci

    Ivv, schd schg, vgt, dgro

  • @user-ih7ot7vl8u
    @user-ih7ot7vl8u Před 2 měsíci +1

    Are those ETFs good for long term investment??!

    • @tonyhaltmar1383
      @tonyhaltmar1383 Před 2 měsíci +2

      Are you serious? 🤷🏻‍♂️
      That’s what the WHOLE video was about. 🤦🏻‍♂️😂

  • @ayoutubewatcher7009
    @ayoutubewatcher7009 Před 3 měsíci +4

    Jepq > Schd

    • @brianlester4494
      @brianlester4494 Před 3 měsíci

      No way!!!! JEPQ is for people closer to retirement that are just looking for income.

    • @Xjag
      @Xjag Před měsícem

      @@brianlester4494nah ur wrong I held schd and had very little gains, I was able to profit with jepq, that’s all that matters at the end of the day.

  • @stephmeldrich6765
    @stephmeldrich6765 Před 3 měsíci

    Buy a good cross section of an economy, Build a diverse portfolio that keeps you motivated,Speed up the process where possible:i'm all for dividends and i DRIP into etfs (ARKW, VOO, VXUS, IVV) and company stocks. After my first million I realized that when a stock starts booming chances of you finding out means you are quite late to the party, for this I make sure my CFA handles that, ever grateful to Anna Rounds Fay.it's like turning your notifications to earn more millions.

  • @ronaldtan6238
    @ronaldtan6238 Před 3 měsíci

    How about a Bitcoin ETF?

    • @Xjag
      @Xjag Před měsícem +1

      Why buy an etf when you can have actual bitcoin

  • @gunnerstnt01
    @gunnerstnt01 Před 3 měsíci +1

    All these recommendation are jus for info, need tobself do homework before investment

  • @ChuckTheCanadian
    @ChuckTheCanadian Před 3 měsíci +1

    I like smh

  • @bbeba88
    @bbeba88 Před 3 měsíci

    What about FXAIX?

    • @2ECONDx
      @2ECONDx Před 3 měsíci

      Same thing as VOO. Just Fidelitys version of it and it’s a mutual fund over a ETF.

  • @tiffbluestocking2020
    @tiffbluestocking2020 Před 3 měsíci +4

    Do we pick one, do we pick 2, do we pick 3? 🤔

    • @jollama
      @jollama Před 3 měsíci +1

      Can’t make your own decisions and do your own research huh?

    • @tiffbluestocking2020
      @tiffbluestocking2020 Před 3 měsíci +2

      @@jollama correct.

    • @tiffbluestocking2020
      @tiffbluestocking2020 Před 3 měsíci

      That’s what sets these you tubers apart… Some CZcamsrs just make videos. Other CZcamsrs give you the game

    • @jollama
      @jollama Před 3 měsíci +1

      @@tiffbluestocking2020 Embarrassing

    • @jollama
      @jollama Před 3 měsíci +1

      @@tiffbluestocking2020 In that case I recommend you invest in actively managed mutual funds with high expense ratios and penny stocks

  • @marksrink
    @marksrink Před 3 měsíci

    I have voo , qqqm , qqqi and Spyi.....so what % would u go qqqm/qqqi?...and same on voo/spyi..... what to get the upside of covered calls.....is 50/50 good