The Best Investments for the Core of Your Portfolio

#Morningstar  #InvestmentPortfolio #PortfolioManagement
And how large the core portion of your portfolio should be.
00:00 Introduction
00:26 A Role in Portfolio Framework
02:15 Portfolio Construction
03:32 Portfolio Management and Time Horizon
06:02 The Core of an Investor Portfolio
09:10 Large-Cap Blend Funds
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Пікірлер: 64

  • @patrickbrussels4454
    @patrickbrussels445411 ай бұрын

    That's fantastic! Your potential appears to be enduring. It is always wise to diversify your income streams and create a well-thought-out plan as a means of preparing for unforeseen circumstances and ensuring the growth and longevity of wealth. I have been investing for 11 years, and I am extremely satisfied with the choices I have made. The encouraging news is that it is never too late to start on this path.

  • @jessicasquire

    @jessicasquire

    11 ай бұрын

    Congratulations! I share your fascination with investing. As a single dad, I understand the challenges of balancing various responsibilities. It's disheartening that you haven't seen any profits from your investments in different sectors. It's possible that you may be overlooking some crucial factors. Have you considered seeking guidance or advice from a financial professional? They can offer valuable insights and help you identify any areas where adjustments or improvements may be needed.

  • @patrickbrussels4454

    @patrickbrussels4454

    11 ай бұрын

    While there may be opportunities in the market, it is crucial not to dive in blindly. To gain a comprehensive understanding of the factors that can contribute to your financial growth, I strongly recommend seeking the assistance of a professional. Personally, I invest with STEPHANIE KOPP MEEKS , a renowned consultant. A quick internet search using her name will provide you with relevant information and convenient ways to get in touch with her.

  • @jessicasquire

    @jessicasquire

    11 ай бұрын

    @@patrickbrussels4454 I am thrilled to have this opportunity, and I am delighted to share that I have discovered the professional's website. I have wasted no time and have already contacted her by sending a message.

  • @donaldwatson51
    @donaldwatson51 Жыл бұрын

    I recently made more purchases. Saving money for a market downturn is likewise a bad idea. There are numerous ways to look at recessions and depressions, we cannot always expect to make large returns, and taking chances is better than doing nothing. The bottom line is that you will achieve remarkable results by diversifying your portfolio and making wise decisions. My portfolio's raw earnings rose by $608k in just 5 months.

  • @danieljackson87

    @danieljackson87

    Жыл бұрын

    I do not have a single fund that I invest in because I have a range of jobs. I certainly don't behave that way. I model my behavior after that of Julie Anne Hoover, a seasoned financial counsellor licensed by the US Securities and Exchange Commission (SEC). Since then, my returns have risen swiftly in contrast to the IRA's gradual development. What I have is only used by her trades, not by a few really niche businesses.

  • @mikeharry96

    @mikeharry96

    Жыл бұрын

    @@danieljackson87 That's amazing! I want to talk to her if she is this talented and possesses A-list skills. I continue to lose 20% of the time even when I clone transactions using a MAM account as well. Where do I find her contact details?

  • @danieljackson87

    @danieljackson87

    Жыл бұрын

    @@mikeharry96 Find her online, then get in touch with her. She’s well renowned for her work as a consequence of a recent Bloomberg piece. She has a homepage devoted to consultations, so you'll need to ask her about her rates.

  • @andrewlogan7737

    @andrewlogan7737

    Жыл бұрын

    @@danieljackson87 I promptly did some research on Julie’s past. She can control herself well. Her credentials are solid, and it seems like she was the subject of a careful examination. Foreign investors from countries other than the United States can also use her services.

  • @graywilliams_77.
    @graywilliams_77. Жыл бұрын

    I believe the wisest decision that should be on every individual list is to invest in a different stream of income and don't depend on the government to bring you money. It's always better to work smart and not hard.

  • @user-xp6sc6su9c

    @user-xp6sc6su9c

    Жыл бұрын

    Hi, could you be kind enough to share the info of the investment advisor guiding you, please?

  • @graywilliams_77.

    @graywilliams_77.

    Жыл бұрын

    Just search her name on the web. She's a registered broker.

  • @user-xp6sc6su9c

    @user-xp6sc6su9c

    Жыл бұрын

    Okay, thanks I just found her website and left a message for her.

  • @stephaniestella213
    @stephaniestella213 Жыл бұрын

    The thing to me is, if you invest and have other income outside of dividends then you will be able to live off dividends without selling. Which means you can pass that on to your kids which will give them a leg up in life. $52k dividends received in 2022.

  • @alexyoung3126

    @alexyoung3126

    Жыл бұрын

    I agree! That's why it is advisable that you have to invest while you still have a regular job or earning a regular income, and do it constantly. You still need to have something that will keep you going even if you're investing. Good financial planning and money allocation is the key.

  • @joesphcu8975

    @joesphcu8975

    Жыл бұрын

    I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured some money in value stocks and digital assets,i accrued over $80K in dividends last year

  • @lawerencemiller9720

    @lawerencemiller9720

    Жыл бұрын

    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?

  • @joesphcu8975

    @joesphcu8975

    Жыл бұрын

    I have “Helene Claire Johnson” as my investment advisor. She has a solid reputation in her field and is a true genius when it comes to diversified portfolios, which help portfolios be less vulnerable to market downturns. She may be a name you are already familiar with; a Newsweek piece helped me to do so. You can search her on google

  • @lawerencemiller9720

    @lawerencemiller9720

    Жыл бұрын

    She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

  • @kortyEdna825
    @kortyEdna825 Жыл бұрын

    I have a 3 fund portfolio consisting of 33% S&P, 33% Total stock, and 33% international. I feel a need to focus on complete growth so I went 100% stocks, but does the SP500 and TSM overlap too much to make sense holding both? However I’ve been in the red for a month now. I work hard for my money, so investing is making me a nervous sad wreck. I don’t know if I should sell everything, sit and just wait but watching my portfolio of $450k dwindle away is such an eye -sore.

  • @shannonsally455

    @shannonsally455

    Жыл бұрын

    There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.

  • @Justinmeyer1000

    @Justinmeyer1000

    Жыл бұрын

    @Brilliantrans I actually subscribed for a few trading courses but it didn't help much, been getting suggestions to use a proper financial advisor, how did you go about touching base with your coach?

  • @Justinmeyer1000

    @Justinmeyer1000

    Жыл бұрын

    @Brilliantrans Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.

  • @Riggsnic_co
    @Riggsnic_co Жыл бұрын

    Great video, a number of the most eminent market experts have been expressing their views on the severity of the impending economic downturn and the extent to which equities might plummet. This is because the economy is heading towards a recession and inflation is persistently above the Federal Reserve's 2% target. As I'm aiming to create a portfolio worth no less than $850,000 before I turn 60, I would appreciate any advice on potential investments.

  • @hermanramos7092

    @hermanramos7092

    Жыл бұрын

    There are many other interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire.

  • @martingiavarini

    @martingiavarini

    Жыл бұрын

    I've been in touch with a financial advisor ever since I started my business. Knowing today's culture The challenge is knowing when to purchase or sell when investing in trending stocks, which is pretty simple. On my portfolio, which has grown over $900k in a little over a year, my adviser chooses entry and exit orders.

  • @Oly_laura

    @Oly_laura

    Жыл бұрын

    @@martingiavarini Could you possibly recommend a trustworthy advisor you've consulted with?

  • @martingiavarini

    @martingiavarini

    Жыл бұрын

    @@Oly_laura renowned for her proficiency and expertise in the financial market, “Catherine Morrison Evansl” my financial advisor, holds a broad understanding of portfolio diversification and is recognized as an authority in this domain.

  • @Oly_laura

    @Oly_laura

    Жыл бұрын

    @@martingiavarini Thank you so much for your helpful tip! I was able to verify the person and book a call session with her. She seems very proficient and I'm really grateful for your guidance

  • @Dantecrypto2
    @Dantecrypto2 Жыл бұрын

    The best investment one can do right now is investing on Forex trading though stocks are good but ever since I swapped to Forex, I've seen so much difference

  • @christopherdench1422

    @christopherdench1422

    Жыл бұрын

    I have been making a lot profit through forex trading which has been the main source of my income

  • @christopherdench1422

    @christopherdench1422

    Жыл бұрын

    @HamanJack Actually an expert broker handles my forex investments while I invest in some real estate with the profit I make

  • @willianbit3597

    @willianbit3597

    Жыл бұрын

    @@christopherdench1422 sounds great! please I will appreciate your assistance on how to go about it, who's your broker and how good is your broker

  • @christopherdench1422

    @christopherdench1422

    Жыл бұрын

    @@willianbit3597 frank kafeman handles my investment portfolio, he's an expert when it comes to trading forex.

  • @christopherdench1422

    @christopherdench1422

    Жыл бұрын

    He made over $12k with my $2k start up capital

  • @ramonfred
    @ramonfred Жыл бұрын

    I was in my mid 40s before I looked at my retirement and what I had to do about it. I was renting and had no pension. I was lucky to come across the ads of a company called "ferrochrome securities" They organised my wrecked finances and made me set priorities. First on my list was sorting a home that I would own when I hit 60. Then looked at how much I would need if I wanted to retire at 60. This gave me my goal, and I am happy to say that 10 years later, and 5 years from retirement I am on track. Amongst the few things they helped me to realise was adjusting my IRA, inputting capital into annuities, corporate bonds and other securities and leaving them to compound and grow. Because of them I have been able to grow my capital x5 in 2 years. It's pretty exciting once you start the journey !

  • @donniemoder1466
    @donniemoder1466 Жыл бұрын

    12 wasted minutes of my life.

  • @CWO-J
    @CWO-J Жыл бұрын

    Good video. I have a large cap growth and a value fund I use as my core holdings. Depending the market I buy what is on sale. Last year I bought more growth, this year I’ve bought more value maintaining a 50/50 blend split. Buying just the S&P500 would likely be easier, but this approach allows the use of market cycles to not buy at extreme valuations. Time will tell..

  • @fredatlas4396

    @fredatlas4396

    Жыл бұрын

    I had a similar idea, but I don't think I've got it quite right. I put some of my portfolio in a separate part with Ishares S&P 500 Health sector etf combined with Vanguard ftse all world high dividend yield index etf, 50/50. But it looks like both of those etfs are mostly value stocks and appear to be mostly moving in same direction, at least at the moment. I thought about swapping the health sector etf for a standard S&P 500 etf, but I don't think that would be a good idea at present. So I'm sticking and see how it unfolds, just rebalance once a year. The etfs are IHCU & VHYL. I also have a ftse dev world etf combined with a bond etf as main portfolio

  • @johnm2178
    @johnm2178 Жыл бұрын

    Excellent

  • @PJBHolden
    @PJBHolden Жыл бұрын

    VTI

  • @JohnRitchie-ij6ov
    @JohnRitchie-ij6ovАй бұрын

    They constant movement of the Morning Star sign is annoying

  • @patrickmeehan6856
    @patrickmeehan6856 Жыл бұрын

    Um, thanks for all of the non-specific bland advice. Not a single example except for "cash" for a time horizon below one year. This title was click bait.

  • @jamesmorris913
    @jamesmorris913 Жыл бұрын

    Never put ANY money into bond funds, unless the have durations of two years or less..and only if they are 100% invested in U.S. treasurys..if the last year in the bond market hasn't shown us anything else..it's that one should NEVER own a long-term bond fund..WAY too much duration risk. INDIVIDUAL long-term treasuries or individual T.I.P.S. which are bought at issue, and held to maturity; are a different story..as long as you are sure that you CAN hold them to maturity. As for equities..there is NO reason whatsoever, to own anything other than a U.S total-stock-market index fund. NONE. As long as you know for a FACT, that it is money that you will not NEED, for a minimum of ten years. It drives me crazy, when so-called "experts" and "advisors confuse inexperienced or nervous investors, with this seemingly endless "mish-mosh" of needlessly complicated (and expensive) BLIZZARD of all kinds of different different mutual funds, in the name of "diversification". Read, "Common Sense on Mutual Funds" by the late (and GREAT) John Bogle..and just be DONE with all of this CHAOS!

  • @fredatlas4396

    @fredatlas4396

    Жыл бұрын

    Sound advice, but what if you will be needing your money within the next 10 yrs for retirement. Shouldn't you then be trying to de-risk your portfolio as you get close to retirement, especially if you plan on buying an annuity at least if the annuities are paying good interest at the time. What would you use to de-risk if not a bond index fund or etf

  • @jamesmorris913

    @jamesmorris913

    6 ай бұрын

    ​@@fredatlas4396Fred- The key word that you said, is "need". If you know that you absolutely NEED these monies for basic survival, once you are sure that will no longer be contributing "new" money to your portfolio..then, I would have ALL of my money (401K, IRA) in nothing but a short-term, U.S. Treasury fund. The Vanguard Short-Term Treasury Index Fund, would be an outstanding, very stable, choice.

  • @phd_angel4192
    @phd_angel4192 Жыл бұрын

    Bla bla bla… Nothing new or useful….

  • @RubilynMiole-ln9hb
    @RubilynMiole-ln9hb Жыл бұрын

    Can you pls hel

  • @RubilynMiole-ln9hb

    @RubilynMiole-ln9hb

    Жыл бұрын

    help