Direct Indexing - NEW Investing Strategy to REPLACE ETFs FOREVER
Vložit
- čas přidán 3. 05. 2024
- Start your Direct Indexing journey with Frec and get a $250 sign up bonus using my link: frec.com/app/signup?referralC...
I've made it my mission to try and find alternative investing strategies that can help maximize the growth of a portfolio.
And there's one strategy that's been a very well kept secret that was only accessible to the ultra wealthy, and this strategy is Direct Indexing.
Direct indexing involves directly purchasing individual components of a particular index, rather than purchasing shares of a mutual fund or an ETF that mirrors an index's performance.
In this video, I explain in detail how you can take advantage of direct indexing using Frec: frec.com/app/signup?referralC...
✅Market Research Platforms✅
Seeking Alpha - Get $50 OFF + 7 Day Free Trial
seekingalpha.me/ViktoriyaMedia
Alpha Picks
www.sahg6dtr.com/25S2ZK4/J8P3N/
Koyfin - Advanced platform for researching global stocks, ETFs, Mutual Funds & more:
Get 20% OFF: www.koyfin.com/affiliate/vikt...
⚠️⚠️⚠️
Disclaimer:
I am not a financial advisor. Viktoriya Moskalyuk does not provide investing, tax, legal or accounting advice. This video is for entertainment and educational purposes only and should not be considered as financial advice. I am solely sharing my personal experience and opinions. I highly encourage you to do your own research- there is a risk of losing money in the market. You should consult your own tax, legal and financial/investment advisors before engaging in any transactions.
🚨Thumbnails are NEVER a direct quote from any public figure. It is a form of art and is strategically used for audience engagement. DO not rely on the “quote” as a real statement from a public figure.
🚨Advertiser Disclosure:
The links provided on this channel are from affiliate partners, which means that if you make a purchase through my affiliate link, I may earn a small commission at no cost to you.
📚BOOKS TO READ📚
THE OPTION WHEEL STRATEGY:
amzn.to/4046nFf
COVERED CALLS for BEGINNERS:
amzn.to/42IsXoX
Investing for Dummies:
Original - amzn.to/3Ju9bVc
9-in-1 Books- amzn.to/3FGu3r3
Start your Direct Indexing journey with Frec and get a $250 sign up bonus using my link: frec.com/app/signup?referralCode=viktoriya
“Rich people acquire assets. The poor and middle class acquire liabilities that they think are assets.” - Robert Kiyosaki
I totally agree. I put $250k into stocks with my advisor, and now I've made over $4 million in profits. I used the profits to buy properties, and they're bringing in great income. It just shows how important it is to invest in things that grow over time. It's like I'm living out the lessons right from the start of his book- Guide to investing
Despite the ups and downs in the stock market, you've managed to turn your investments into good profits. Could you share the name of your advisor? I have $300k saved up and ready to invest, but as a beginner, I don't know my way around the market.
She is well known as - Chasity George Charles. please do your own research.
I've been searching for experts, and after thorough online research, I believe she fits the bill. Thanks for sharing your insights. I've already reached out to her via email, hoping she can find time in her busy schedule to assist me.
What are examples of liabilities that “they think are assets”?
I don't like the clickbait title and thumbnails. Every time there's a new better ETF that changes everything.
I’d suggest you use less of such exaggerated titles - your contents deserve more credibility than these titles sound.
I'd also recommend tying together major changes of advice when going from buy this now its great ....to sell this now its a dog, on the same fund.
Yeah the clickbait titles are a major turn-off for me
I recently rediscovered your channel. Thanks, your videos are very well done, and well delivered, allowing mroe casual investors like myself to keep up without feeling like we're in the, uh, the remedial class!
The people with negative comments I think don’t understand her idea here. I’m into TLTW, SVOL and JEPY thanks to her videos and boy how much money I’ve made on dividends rather than individual stocks. Just pick the option she offers that makes sense to you but please don’t criticize
That sounds awesome, thanks Victoria! I'm going to check it out.
Fidelity has direct indexing but it’s not automated. I use it across 58 holdings. For adding cash weekly to it the $5 a month is well spent for the 200-300 limit buys it does for me.
Thanks a lot
Could you please talk about fixed income etf?thank you
Thank you dear ETF's Queen.
How is this a new strategy?
The market or stock or stocks can go against you, though I suppose they could go for you as well with this strategy from a purely economic standpoint; the gold coin is the tax benefit.
At this point, I don't think I would bother with this approach, however if capital gains taxes are raised, then maybe I would. Opening a new account is more of the problem than you think, especially if you have a revocable trust, and having multiple accounts makes it more difficult for your survivors.
Would you be so kind to elaborate in this video related to Direct Indexing or the next one the following: Would it make sense to use Losses from Direct indexing to offset not capital gains from other stocks but rather income from Such Funds as SPYI and QQQI or other funds which employ 1256 contracts and therefore their income 60% capital gains . This idea actually came to me yesterday when I thought is it possible to combine Direct indexing and income investing.
I hope they also do gain harvesting. In other words, 1) take loss, 2) take similar gain, 3) buy back gain sale, 4) wait 30 days, 5) buy back loss sale. This keeps your basis as high as possible, meaning less embedded taxes and increased future opportunity for loss harvesting.
Cool
Are there dividends etf out there that can handle an economic recession? I feel like all these dividends are good in bull market what about the bear market???? Any advice is greatly appreciated.
Yes, I utilizes tqqq for bullish trend and sqqq for bear trend. Remember these are Leverage plays, pays dividend and high annum fees. Please do your calculation before dip your toes in.
The financial tie-in at the end gives me pause. Why can't advice be given without a financial benefit lurking in the background? Instant loss of credibility and instant conflict of interest. I guess that's par for the course here.
Unfortunately if a tuber can’t make any money from google anymore (the case at hand), then a tuber has to look for other means to put food on the table. Ce la vie. Look at the bright side, I did learn something, as I might have heard of this before but certainly had not heard of this company doin g it for you. What this really does is to prove how absolutely ridiculous our tax laws are, that they can induce a company to provide what should be an absolutely worthless service, that because of the stupid tax laws suddenly becomes worth something. That is how productivity is reduced, by coming up with useless stupid rules and laws that then induce us to do nonproductive things. That is why the economy is tanking.
Why are you Warren Buffett's picture???
Click bait
@@Jepi369 you're right.
She realy need to stop. She has good idea but doesn"t last she change her mind every few days tho
can you please make avid every 6 months of your portfolio
This is an advertisement.
Still waiting for a video of a portfolio of normal ETF's that compliment one another. We appreciate all of your new found ideas and excitement, but if you'd like to give "US", your subscribers, what "WE"D" like to see, consider that many of us would love to see a comprehensive portfolio of various ETF's that may cover income, dividends, growth, downside protection etc. all put into one portfolio. Use the ETF's that you've spoken about here, and tell us which 4 or 5 would go well together with little overlap. Trust me, that's what we'd like to see. We don't know these ETF's like you do especially when you come out with a new video each week and your title tells us to drop one you've talked about previously. So Viktoria, Tell us what to combine with DGRO or MOAT or COWZ, to build a really great basket of ETF's. One week you could start with a conservative portfolio for retired people or those with less tolerance for loss. The next week might offer a higher flying growth portfolio with a little downside protection, but maybe suited for someone who has 20 or 30 years until retirement. Sound possible? Thank you and thumbs up.
I hear you loud and clear, thank you for this, I appreciate it! :)
These topics take a lot more time to prepare because there are many things to consider- but it IS in the works!
Also please keep in mind that I simply go over different ETFs in detail in order to introduce new investments. And it's the investors job to do additional research and decide whether that investment fits into their strategy.
Additionally, clickbait thumbnails should not be relied upon as I never verbally say to buy or sell in my videos- I may feel strongly about an investment because it has great fundamentals, but again it all depends on your own investing goals. I simply share my opinion with in-depth research, and the rest is up to the investor.
@@ViktoriyaMedia Sorry, I stand corrected concerning you "never verbally saying to buy or sell". 12 days ago when you entitled a video "ETF's to DUMP, and ETF's to BUY NOW", I guess I thought you meant ETF's to dump and ETF's to buy now. What does Dump and BUY mean?
But that's not the point. I never asked you to tell me what I should buy anyway. And I also understand that it is up to each of us to decide what our investment goals are. I just asked the you to tell us what ETF would go with another ETF that doesn't overlap. You specifically said that "MOAT would be good to pair with COWZ". And I thought that's a great start. But then I thought what other ETF might compliment them that doesn't cover the same investments or "kind of investing". Even if you don't put a couple of portfolio's of complimentary ETF's together, maybe you could make a chart sometime and categorize many of your favorite ETF's in different categories, so we could choose one for defense, one for growth, or one for S&P with covered calls, etc. But they all could be on one list for us to see together. Or better yet, why don't you tell us what you buy and why? That's not telling us what to buy. We know you don't like SCHD. Fine. What do you like better than another in the same category? I'll bet if I gave you a list of 12 ETF's that you have covered here in the last 6 months, and I asked you to get rid of 7 of them, you could do it in 30 seconds and you'd know exactly why. And that would take little time from you and save your subscribers a lot of overlap and double dipping.
I understand, just wanted to reiterate the importance of that. And yes, absolutely, I like the suggestions, and will definitely put together something like that very soon. Thank you for commenting and providing your feedback!
What the FREC? Investing with Cylons!
nice one !
I will stick with QQQ, SPLG & DIA
In Canada, a wash sale is often referred to as "the superficial loss rule". I've never even heard of the term "wash sale" until watching this video.
FREC need 20,000 to open an account I don`t know about that exactly it`s for the very wealthy.
Please quit using the exaggerated faux facial expressions on your thumbnails. It’s clickbait and cheapens the integrity of your content. I don’t know how this trend got started among CZcamsrs but it is very irritating to see. Let your content speak for itself without using manipulative tactics to generate views. Just my honest opinion. Your content is typically good enough not to have to resort to that behavior.
well said
GREAT VIKTORYIA LOVE
Just buy $MSTR
So you want someone to take a $15k loss, which means someone lost $15k to save 30% on taxes? That’s like telling someone to have a mortgage where someone pays a bank interest in order to save on taxes?
Every video there’s a new etf 😂😂 her videos are low value now
Plot Twist: Tesla is already a successful company.
I suggest moving to a country where there is no capital gains tax, plenty to choose from
Or stop voting for Demoncrats. The real Taxers.
that would require dumping US citizenship--maybe not a bad option for someone young who has an alternate source of income. Just living overseas doesn't exempt one from US taxes.
@napoleonmdusa8877
Correct, plenty of people renounce their US citizenship every year. Just make sure you get another passport.
Why the negative comments don’t bring negative energy here
You can tell she puts alot of work in these videos, go watch someone else if you don’t like the titles !
She makes no sense
I disagree, lots of insights but the reader must be able to remember what was said last week, month and year in order to be more cautious.
Thumbs down and unsubscribe
Or just use something like Betterment. They'll do the tax loss harvesting for you.
They don't do direct indexing though... which gets you 2x the tax loss harvesting vs. ETF to ETF tax loss harvesting.
Why the negative comments don’t bring negative energy here
You can tell she puts alot of work in these videos, go watch someone else if you don’t like the titles !