One of the greatest mysteries of the world is how in the world you have so few subscribers compared to the incredible quality videos you post. It's a mid-cap value channel with small P/E compared to its fundamentals, and I definitely recommend "buying" many "shares" of it. @Ben Keep doing what you do ;)

@a_doggo

3 жыл бұрын

this comment is genius

@Jose_Lima

7 ай бұрын

We're waiting for the channel's IPO 😅

The 1.3%/98.7% argument where 1.3% of global stocks deliver all of the excess returns to US T-bills is one of the best arguments ever for investing in index funds. No one can reliably identify the needle in the haystack ahead of time so the only way to capture the needle is by investing in the haystack.

@swissarmyknight4306

Жыл бұрын

"Don't look for the needle in the haystack. Just buy the haystack."-Jack Bogle, The Little Book of Common Sense Investing Its a good read.

@sterlingcampbell2116

7 ай бұрын

You don't need those 1.3% though to beat the SP500

@JLchevz

5 ай бұрын

Indeed. Some people THINK they can identify those massive gains in some stocks. But they can't.Only a few handful of people have done it over decades.

As soon as he said “In their paper” I knew he was gonna say Fama and French 😂

@bretpelesco1656

3 жыл бұрын

Hahahaha

@zzzzzzzzzzz6

3 жыл бұрын

@@alankoslowski9473 6:43.. what are you talking about?

@alankoslowski9473

3 жыл бұрын

@@zzzzzzzzzzz6 Sorry, my bad. I only remembered the earlier reference which was someone else. Sorry.

@zzzzzzzzzzz6

3 жыл бұрын

Alan Koslowski no worries man... I was just like “am I going crazy” 😂

@jeffgoldsmith1679

3 жыл бұрын

Exactly Lol

The beard is awesome! This guy is great. No nonsense, no stupid magic tricks or special effects. Straight information based on statistics and history. Thank Ben!

@sund5

3 жыл бұрын

Its high level. Very nice ! Really appriciate it :-) 👍🥇

@joetyler835

3 жыл бұрын

andrei ?

@bad_writer

3 жыл бұрын

No one on KZread even comes close to the quality of Ben's investing advice 👍

@pnkrckmom

3 жыл бұрын

@@bad_writer The Plain Bagel is a close second.

When Ben stays away too long, I get nervous. I need the Ben reality pill.

@Esonar

3 жыл бұрын

This is the absolute best name I have heard for his guidance. It really is the reality pill.

@DekarNL

3 жыл бұрын

I almost bought individual stocks. Good thing this video came out ;)

@osphere

3 жыл бұрын

He said in the podcast his wife had a baby not so long ago, I'm sure that'll keep him busier.

@johnyjsl9219

3 жыл бұрын

LRoyz Climbing I bought and regret now even 10 years later. Waiting to sell.

@astrobiker4348

3 жыл бұрын

Johny cringe

Ben Felix is BACK

@mr.vash42

3 жыл бұрын

You can catch him every week on rational reminder :)

@PierceJordan

3 жыл бұрын

Timothy Slevin-Vegdahl what is that?

@BenFelixCSI

3 жыл бұрын

@@PierceJordan kzread.info

@toonnaobi-okoye2949

3 жыл бұрын

Back with a beard! 😬

"Stick with index funds." Got it!

I started watching this channel around 3 months ago when I JUST started learning about how the stock market works and I honestly had a bit of a hard time fully grasping everything you were saying in some videos. Now, with a little more familiarity under my belt, I've come to see how valuable your videos are! Awesome video and thanks Ben.

You're back! We missed you!

@stockmoe2746

3 жыл бұрын

Crypto currency is the future.

@chickengeniussingapore9676

3 жыл бұрын

How much is good for a start and how do I start trading with him ?

@altcoindaily3773

3 жыл бұрын

Yea thanks to Rockwell and he's group, I met him on the stock marketing aspect that's binary/forex trade not bitcoin...so with he's results then I strongly believe he will be ok in bitcoin trading too

@themoon5507

3 жыл бұрын

Thanks for the insight, I remember friends calling me crazy when I started investing in bitcoin now I shut them up with my 4 figures weekly returns

@themoon4131

3 жыл бұрын

I heard Expert rockwell strategies are really working fine .

The wallstreetsbets logo had me laughing. I was not expecting that on your channel.

@laserdrucker9461

3 жыл бұрын

It also aged really well

This video is pure gold! Amazing how you are able to deliver such complex topics in an easy understandable manner🙌

How is this not one of the most popular investing videos on KZread? It contradicts 99% of the other content, but backs it with legitimate data!

One of the good things about Felix's KZread channel is that it is 100 % high quality. Not a video each Day. Not a video each week. But a super high quality video when there is something to talk about. You actually have a chance of following This channel and not be spammed with too many videos where you dont have the time to watch Them. You can Keep Up. And the videos are Worth watching because its not daily or weekly spam to get views. Like many of the normal youtubers do. Thank you so much Ben.

You are an absolute gem. You make by far the best educational videos I've watched on KZread. Keep up the excellent work man!

Hi Ben, nice to see you back :). Very timely topic as well and great quality as always.

Ben Felix - you have the most informative KZread channel on investing. As most sites only focus on returns within the past 10 years, I love how you include historical data beyond what you average investor looks at or has easy access to.

Rumour is times are getting tough at PWL. Cut backs have been made on mics and razors... (Great video by the way)

@BenFelixCSI

3 жыл бұрын

I have a great mic. It’s my home office that’s the problem. I need some acoustic panels.

Thank you for this! Months ago, when I was starting out, I bought a lot of the Russell 1000 Growth (VONG) because I was only looking at returns, and only over the past 10 years. Watching your videos has shown me that I need total market ETFs so I started buying those. I was already thinking of selling the growth ETF but this video here fully convinced me! Thanks so much for everything you do!

@puneetjamariya

3 жыл бұрын

Haha I did the same, exact same funds too!!

@knowledge3754

3 жыл бұрын

@@puneetjamariya I really thought I had figured out the magic purchase that everyone else was too stupid to see lol!

@puneetjamariya

3 жыл бұрын

Spot on lol! I was like 'yeah I got this, just forget about it now'

Incredible content as always. Your videos have been a colossal inspiration for me - even though I live in an emerging country. I think you have already heard of him, but Paul Merriman advocates for index investing, more specifically in Value Large/Small US+Developed+Emerging companies - his podcast and website are also full of insightful historical data on why it’s probably a bad idea to go against indexes in the long run. Thanks again, Ben!

In this conversation that I had with Prof. Ken French, he explained how to think about expected vs. unexpected returns starting at 20:45. kzread.info/dash/bejne/d6yrzaWwYZS4h9I.html rationalreminder.ca/podcast/100

@patrickalegria7620

3 жыл бұрын

Ben Felix Thanks!

@DaugenetBreaux

3 жыл бұрын

In your links for the episode you have an error on the link for the rational reminder website :-)

thx for the vid ben. this is incredibly timely, i recently rejiggered my portfolio to be 10% each MSFT, AMZN, FB, AAPL, NVDA, AMD. I kept 30% Voo (sp 500) and 10% GLD, which unlike you I think Gold is a great hedge). The past few years I rode FB, NFLX, and Amazon way up. Then I put most into VOO, before this recent realign. I just felt like kicking myself for missing out on stocks like AMD for too long. TSLA is the one I stay away from, I just feel it's too much of a bubble. My one counterpoint would be, l I read an article about how Swedens govt was huge into FAANG companies stock. An entire govt. And you know they reaped MASSIVE rewards. Basically I feel like a lot of people are doing like Sweden. At some point the fundamentals dont matter, what matters is what the crowds do. And I feel like the crowds, emboldened by how easy investing is in the last few years (with super easy online stock accounts), flock to the flashy, big name companies like AAPL. So, I feel like the big tech company trend may continue? In summary, I'm not sure what I'll do with the information in your video, I am not sure I will change my portfolio because of it, but it's certainly great information to have.

I can't watch all your videos without letting you know how resourceful they have been to my own understanding of these issues. Thank you Mr. Felix.

Thanks for the timely perspective, great as always. Good refresher as it reinforces well documented facts that are hard to articulate in relatively simple terms.

Good to have this ~rational reminder~ coming back to index funds, rather than betting on (irrelevant) sexy stock picking.

Tesla calls got it!

@BenFelixCSI

3 жыл бұрын

Easy money.

@DuffyElmer

3 жыл бұрын

@@BenFelixCSI Literally can't go tits up

@jakefarmer3122

3 жыл бұрын

@@BenFelixCSI can I have some money?

@DekarNL

3 жыл бұрын

@@jakefarmer3122 the dude is giving gold advice on how to make money. Stop begging, get smart and get rich😎

Welcome Back! Another great analytical video. Love your evidence-based contents. Thanks Ben 🙂👍

I’m glad you covered this because that’s exactly what I’m trying to tell some people. I’m rebalancing my portfolio to reduce weight on large cap as unfortunately QQQ IS market cap weighted and therefore skewed heavily on mega cap stocks.

I've been waiting for a new video for so long, and it came out today on my birthday! I'm so happy :D

Your videos are very well prepared in terms of content and are currently more relevant than ever. Thank you! Greetings from Germany!

Your beard makes your arguments even more compelling. Thanks for the great insight. My only concern is that because these companies make such a big part of the total market, once they go down, my total maket index fund will also go down big time.

@johntracy7588

3 жыл бұрын

Lol

High quality explanation, tnks for the outstanding work. Greatings from Brazil!

This aged well

Thank you, your videos are a great resource for many layman like me. Its nice to realize i was already building my portfolio similarly as someone who heard briefly what factor investing (sorry if im misusing terms). I plan to look more into the research along with your videos as a guide thanks for the much needed help!

I learn something every time I watch a Felix video. Thanks Ben!

Has been a while! Nice seeing you again!

I really appreciate these videos you are making. Mostly unopinionated thoughts backed by research, yet delivered in very approachable format.

@BenFelixCSI

3 жыл бұрын

They’re often opinionated, but I do try to back the opinions up. The reality is that in financial economics the only fact that we can agree on is observed outcomes. The explanation for the observed outcomes is a matter of opinion, even if the opinions stems from a great theory.

Glad to see a new video!!!!! Keep em coming!!!

Hi Ben, thank you for taking the time to create a video on this topic! I loved it! I actually listened to your podcast (the one about this topic) because of the relatively long time between the last two videos this year but it's just not the same. I much more appreciate the time-compact structured information provided in your videos! Still, I wonder if you can answer a question that has been going in my mind on this topic. Value Stocks are evaluated mostly by comparing the price to book value. I wonder if the valuation method though is still an adequate fit for todays information age. As I write this question now, Google is generating user data on me. The asset value of Google should go up in valuation. There is HUGE competitive edge provided by this today, especially for the companies listed here. So, I wonder if the current market prices that may SEEM high compared to classical valuation would still be high if one would account for the digital assets in the companies book values. I'd love to hear your thoughts on this! Best, Daniel

What I’ve noticed is that people have SOMO (sadness of missing out) and they want to invest on the next big thing, but they keep investing in the last big thing. The next big thing is probably sitting in the bucket of small cap value stocks right now.

@coldbrewfinance

2 жыл бұрын

its Apple.

Glad to see you back!!!

A good reminder that I needed, thanks for the sounds advice Ben!

I own a Tesla stock... but it's within my total US market index fund :)

Your videos are a gem! Thanks Ben for keeping us all rational about our investment choices. Could you do a video sometime about different weighting strategies for equities. Such as Market Cap Weighted, GDP Weighted, Reverse Cap Weighted, and Equal Weighted?

It's great that you explained the lower expected returns of growth stocks compared to value stocks using also the behaviorist approach. Btw. when will your next video about gold come out? I believe you have been planning it for a while now. Looking forward to it, and as always great work.

Congrats in 180k subs, Ben.

Much needed motivational video to hold index funds in this volatile market.

@utubethumbsup

3 жыл бұрын

Your "index funds" in many cases are heavily exposed to Tech (including Canadian based ones, which are ~8-10% SHOP), so not sure how this motivates you in any way.

@knowledge3754

3 жыл бұрын

@@utubethumbsup true but I think the point is that they're more reliable and safer than focusing simply on large cap growth

@Shvabicu

3 жыл бұрын

@Austin Duke this is the way

@martinbel

3 жыл бұрын

Also know as "Buy and hope"

Thank you and welcome back !

Awesome video! as usual !!

Great straight forward, while still very much in depth explanation as always Ben. I was wondering about this subject very recently, and while I would never consider trading in my VOO, ONEQ, and VTWO for FB, APPL, AMNZ, NFLX, and GOOG, I wondered if investing in the top 5 companies of the US economy would be enough diversity to match or outperform the market. I suspected not, it just didn't intuitively feel right, but I couldn't explain to myself exactly why. Great timing on this video, literally was wondering about this yesterday, and lo and behold, your video came up on my main feed. There truly must be some sort of collective consciousness or something. Again, wonderful video. Keep 'em coming. Cheers!

@HamiltonRb

3 жыл бұрын

Just buy QQQ instead of the individual equities

Nice video, always with strong facts that sustain your vision about the subject.

Thanks again for another great video. The recent performance of the big growth stocks have been remarkable, which easily grabs attention. This video puts this growth into perspective and to help look at the situation rationally. I'm planning on buying ITOT soon

As always really informative video, and I really dig the new bearded look. 😉

Fully explained and understood. Most of the big companies nowadays are here for a longtime. Based on the innovators behind them. It’s not about being that big thing again, it’s about making improvements and keeping up with the fast growth of the world.

Just the dose of reality check I needed. Although I live in India and predominantly invest in the Indian equities mark, the common sense and statistically validated approach you have outlined, appears universally applicable

Glad you’re back! Loved the video, do you think that mega cap stocks of the past can reliably be compared to the current mega caps though? Companies like GM and atnt were massively innovative initially and achieved scale but weren’t really able to repeat or maintain this growth in the coming years leading to relatively stale growth. The same can’t really be said about companies like Apple though that continue to push out new products to their entire target population from computers into iPod to phones, iPads, watches and now entering into the subscription market too. Each of the above products are also replaced every few years by the consumer too. So imho current mega caps seem very different in that they continue to innovate/ scale, and hence studies that don’t take this factor into account seem invalid?

@jimmyhirr5773

3 жыл бұрын

What objective measure can differentiate between an innovative and scaling company and a non-innovative, non-scaling company? That's a necessary criterion to study it. Large cap and growth have objective definitions, so their performance can be studied.

Been looking forward to this since the small and value cap stocks video.

Great video. Really helps me deal with the FOMO from not investing in these big companies!

High quality content, per usual. Thanks Ben!

Thanks a lot Ben for the insights and analysis!!

Solid chirp putting in the Wall St. bets logo. Very subtle but I caught it!

Super underappreciated channel! Excellent analysis!

I bought a few shares of Amazon back in March when the market tanked and needless to say, it has made some nice profits, but this video touched on something that's been bugging me. I made large gains due to the unexpected event of the pandemic, and rebound in the market, but that sort of large increase in share price theoretically won't happen again, unless there's another major market tank in the future. So I'm expecting the gains from the 2 shares I have to be relatively mundane going forward. For that reason, I've been considering selling the shares and using the money to purchase shares of a small-cap value etf which should be more profitable, theoretically.

Ben, amazing video as always! With every upload of yours, I find myself asking an eternal question: Can you legally use the Daily Planet sound effect in your intro?

Wow man your videos are unbelievably insightful.

Thanks for the high quality as usual video. I just have one point I want to make appreciate your thoughts. One of the million dollar question is that how long the great company will remain great, one of the factors I would give heavy weight is the original ownership, I don’t know if you have seen any research paper on the original ownership especially on those greatest American company in history, for whatever the reason, when the company run with original owner, somehow they seems to have the magic power. The few examples of past great companies you mentioned GE, ATT, Ford, they all start to be not that great after the original owner is long gone. Hopefully you have some good thoughts on this aspect

Eugene Fama and Kenneth French should claim royalty from Ben, none of his videos are complete without referring to their papers! Another excellent video!

Excellent and timely video, Ben! Does the current dominance of the FAANG stocks lead to risks for market weighted, total market index funds? I've seen arguments online that the market weighting of an index fund would potentially concentrate the fund too much into just a few stocks (and by extension, concentrate too much into the technology sector), at the expense of other stocks. Is this enough of a risk to be concerned about, or is this just internet fear-mongering?

Would like to see a video about bank stocks. Their prices and multipliers seem to be super attractive right now. Keep up the awesome work!

Very persuasive arguments for index investing. I’ve been a benefactors of owning Apple, amazon, Microsoft and google over the better part of the last ten years or more and I have profited greatly, I guess I was lucky, but my rationale was simply the these companies would change the world in a way and magnitude that is not expected. The price of a stock is largely set by the expectations of professionals investors. Professional investors have a systematic vulnerability in that they are very myopic, only caring about the next quarter, and hence future returns more than a year out are heavily discounted in the current stock price. It has always been my strategy to ask what companies are going to be a big deal in 5-10years down the road. I sold most of my Apple about 5 years ago because they were the biggest company on the US exchanges and one would predict below market returns from that point forward, but I would have been better not selling.

@coldbrewfinance

2 жыл бұрын

Yup, Apple is a beast. Haven't sold it since 2010 and won't be selling it any time soon. What's not counted for is how much cash some of these tech stocks have so if they stop "growing" they can push out more dividends, do stock splits, buy back shares, basically buy enough time until they start growing again.

Own all of these as of right now. Really looking forward to seeing where these stocks are a year from now!

Great video, thanks a lot for your contributions.

Boom! Mic drop. Ben your video are the best. Top!

Yes Ben we needed to hear from you after these uncertain times!

Awesome video Ben!

Appreciate your work. Thank you for the content.

I love your videos, so educational, thank you 🤝

Very nice video, thank you!

your videos are the best man!

Excellent video, thanks Ben. Could you please make a video on trader's algorithms ? I know they replaced human "buy/sell" actions, analyze stock market constantly and widely, but I am sure you have many things to teach us.

Great to see another video and be reassured that our current strategy is still the right strategy.

Always like before watching because you already know Ben is going to drop a bomb of knowledge

I needed to hear this, thanks

Thanks for the videos Ben. Do you sample portfolio?

You are an amazing wealth of knowledge. Please keep up the amazing work Mr. Felix!

Welcome Back!!

Hi Ben, great video and apt for what is happening in the market right now. If Large Cap growth is expected to trail the market, is it a poor choice to go for market weighted index funds as their biggest components are large cap growth?

It is not possible to predict what is going to happen. But it is very interesting to try! Thanks for the insights!

This video came just in time, I was considering investing in MSFT this week !

@esb9814

3 жыл бұрын

not investing in microsoft is the same thing as saying you think microsoft will stop its 30 years of rapid growth because a guy on youtube wants to be contrarian

@multienergico9299

3 жыл бұрын

I actually see MSFT as one of the safest bets in the list. Brilliant CEO, windows monopoly, bringing new innovations in the last years and really investing in working from home softwares.

Good stuff as usual Ben !

Great video, Ben!

And he is back!

Very informative content! What do you think about equal weighted index funds? Personally I don't like them. 🙂

Usually your videos cover quite advanced topics and are hard to understand but you did a splendid work explaining this one. Definitely best 12 minutes of my morning.

Randomly found your page the other day and I have spent a substantial amount of my free time the last two days watching your vids and reading through your posted white papers (sorry boss). Absolutely fantastic content, and without a doubt the top investing page I have seen on KZread so far. Lately, i have been losing motivation during my study sessions for the CFA, particularly due to the fact the material is not directly applicable to my current job (obviously some carry over as a Banker lending in RE, but little to do with PM in equities) but weirdly enough your videos/content has remotivated me to strive for that further education. Long winded background that nobody asked for, but regardless appreciate the content, I hope you continue it.

@BenFelixCSI

3 жыл бұрын

I appreciate the comment and backstory!

When are the updated model portfolios coming out, Ben? Thanks for all of your amazing content.

Love the video! Could you do a video on "epicentre stocks"? (Such as airlines, cruiselines, hotels etc)

Tldr for every video on this channel: buy total market index funds.

@MrDBuj

3 жыл бұрын

With a tilt toward small-cap value index funds :)

@andrewdacosta83

3 жыл бұрын

@@MrDBuj any low fee small cap ETF's you suggest for Canadians?

@ankelssj1988

3 жыл бұрын

lol true, so useless

@spiff33

3 жыл бұрын

@@andrewdacosta83 IUSV or AVUV

@bad_writer

3 жыл бұрын

Yeah but it's important to thoroughly understand why, otherwise its easy to give in to the temptation and do something dumb

Completely agree. Some of these large cap PEs scare me 😅

Great video mate very informative

Ben, great video and glad to see you're back. By this logic, would you suggest we also add a emerging market ETF to our portfolio? If so, roughly what weight proportion? Thanks

@BenFelixCSI

3 жыл бұрын

Emerging markets should be part of every diversified portfolio. I would start with market cap weights.