VXUS and IXUS are two popular index funds for the total international stock market outside the U.S from Vanguard and iShares, respectively. Here we'll review their differences, similarities, performance, and why you might want one over the other. In a hurry? Here are the highlights: Video Prefer video? Watch it here: VXUS vs. IXUS - Methodology, … [Read more...] about VXUS vs. IXUS – Vanguard or iShares International ETF?
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SCHD ETF Review – Is SCHD a Good Investment? (Dividend Stocks)
SCHD is a popular dividend ETF from Schwab to capture profitable U.S. stocks with a sustainable dividend. But is it a good investment? I review it here. First, note that I don't chase dividends. But I recognize that many investors use dividends to supplement their current income, particularly in retirement. Others just irrationally prefer dividend-paying stocks. I even … [Read more...] about SCHD ETF Review – Is SCHD a Good Investment? (Dividend Stocks)
SPYD vs. VYM – SPDR Dividend ETF vs. Vanguard Dividend ETF
Two popular dividend ETFs are SPYD, the SPDR Portfolio S&P 500 High Dividend ETF, and VYM, the Vanguard High Dividend Yield ETF. They're more different than you may realize. Let's compare them. First, note that I don't chase dividends. But I recognize that many investors use dividends to supplement their current income, particularly in retirement. Others just … [Read more...] about SPYD vs. VYM – SPDR Dividend ETF vs. Vanguard Dividend ETF
SPYD vs. SCHD – SPDR Dividend ETF vs. Schwab Dividend ETF
Two popular dividend-focused ETFs are SPYD, the SPDR Portfolio S&P 500 High Dividend ETF, and SCHD, the Schwab U.S. Dividend Equity ETF. Let's compare them. First, note that I don't chase dividends. But I recognize that many investors use dividends to supplement their current income, particularly in retirement. Others just irrationally prefer dividend-paying stocks. I … [Read more...] about SPYD vs. SCHD – SPDR Dividend ETF vs. Schwab Dividend ETF
VIG vs. VOO & VTI – Vanguard Dividend Growth ETF vs. Broad Market
VIG is Vanguard's dividend growth ETF. VOO and VTI are their broad market index funds for the S&P 500 Index and total U.S. stock market, respectively. Let's compare them. In a hurry? Here are the highlights: Video Prefer video? Watch it below. If not, keep scrolling to keep reading. VIG vs. VOO and VTI - Methodology and Composition We can compare … [Read more...] about VIG vs. VOO & VTI – Vanguard Dividend Growth ETF vs. Broad Market
SPHD vs. SCHD – Invesco Dividend ETF vs. Schwab Dividend ETF
Two popular dividend-focused ETFs are SPHD, the Invesco S&P 500 High Dividend Low Volatility ETF, and SCHD, the Schwab U.S. Dividend Equity ETF. Let's compare them. First, note that I don't chase dividends. But I recognize that many investors use dividends to supplement their current income, particularly in retirement. Others just irrationally prefer dividend-paying … [Read more...] about SPHD vs. SCHD – Invesco Dividend ETF vs. Schwab Dividend ETF
SCHD vs. VIG – Schwab Dividend ETF vs. Vanguard Div. Growth ETF
Two popular dividend-focused ETFs are the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Dividend Appreciation ETF (VIG), but they differ more than you may realize. Let's compare them. First, note that I don't chase dividends. But I recognize that many investors use dividends to supplement their current income, particularly in retirement. Others just irrationally … [Read more...] about SCHD vs. VIG – Schwab Dividend ETF vs. Vanguard Div. Growth ETF
SCHD vs. VOO & VTI – Schwab Dividend vs. Vanguard Total Market
SCHD is a popular dividend ETF from Schwab. VOO and VTI are broad market index funds from Vanguard for the S&P 500 and total U.S. stock market. Let's compare them. In a hurry? Here are the highlights: SCHD is a popular dividend fund from Schwab.VOO and VTI are very popular broad U.S. stock funds from Vanguard.SCHD tracks the Dow Jones U.S. Dividend 100 Index. VOO … [Read more...] about SCHD vs. VOO & VTI – Schwab Dividend vs. Vanguard Total Market
SPAXX vs. FZFXX, FDIC, FCASH, FDRXX – Fidelity Core Position
If you've got a Fidelity investment account, you've probably encountered several options for your "core position" for cash: SPAXX, FDIC, FCASH, FDRXX, and/or FZFXX. Is there a best option? I compare them here. Note that the yields and fees for these options change all the time, so the information and numbers you see on this page may be outdated by the time you see them. Be … [Read more...] about SPAXX vs. FZFXX, FDIC, FCASH, FDRXX – Fidelity Core Position
How To Write an Investment Policy Statement – Template & Example
An investment policy statement is a formal document that defines one's investing objectives and strategy. Here we'll look at how to write one, the benefits of having one, a template, and an example. Video Prefer video? Watch it here: Introduction - What Is an Investment Policy Statement? An investment policy statement is a document that outlines the … [Read more...] about How To Write an Investment Policy Statement – Template & Example
Tax Loss Harvesting To Defer Taxes – The Ultimate Guide
Tax loss harvesting may sound fancy and complicated, but I promise it's super simple, and you'll have a better understanding of it after reading this guide. Here we'll explore what tax loss harvesting is, why and how you'd want to do it, the rules, limits, and deadlines involved, examples, and how to avoid the infamous "wash sale" in your portfolio. Video Prefer … [Read more...] about Tax Loss Harvesting To Defer Taxes – The Ultimate Guide
Tail Risk – What It Is and How To Hedge Against It
Tail risk refers to the probability of an extreme outcome from a rare event. Here we'll look at what it is, how it affects portfolio construction, and hedging strategies for it. Introduction - What Is Tail Risk? Tail risk describes the likelihood of rare events at the ends of a probability distribution. Specifically, greater tail risk would suggest that the … [Read more...] about Tail Risk – What It Is and How To Hedge Against It
The First NFT ETF Is Here – Exploring NFTZ from Defiance
NFTs now have an ETF - NFTZ from Defiance ETFs. Let's check it out. Introduction - What Are NFTs? NFT stands for non-fungible token. NFTs allow for ownership of digital goods, as they are unique, verifiable tokens that exist on a blockchain. Blockchain is the digital database framework of cryptocurrencies like Bitcoin. Some of these words may sound foreign to you. … [Read more...] about The First NFT ETF Is Here – Exploring NFTZ from Defiance
IEMG vs. VWO – Which ETF for Emerging Markets?
Here we look at 2 index ETFs for Emerging Markets stocks - IEMG from iShares and VWO from Vanguard. In a hurry? Here are the highlights: Video Prefer video? Watch it here: IEMG vs. VWO - Differences in Methodology and Composition If you've landed here, you probably already know that index funds are a great way to get instant diversification across … [Read more...] about IEMG vs. VWO – Which ETF for Emerging Markets?
Early Direct Deposit with M1 Spend from M1 Finance
M1 Finance is now featuring early direct deposit with their checking account component called M1 Spend. In case you haven’t heard me mention it elsewhere, M1 Finance is a modern all-in-one finance tool offering retirement accounts, taxable brokerage accounts, checking accounts, investment loans, a credit card, and more. They have a sleek mobile app and an intuitive … [Read more...] about Early Direct Deposit with M1 Spend from M1 Finance
M1 Finance and Crypto – It May Be Happening Soon
M1 Finance users are constantly asking if or when the platform is adding crypto trading. It may finally be happening. Update - July, 2022: M1 announced this month that they will indeed soon be offering crypto. You can read more about it here. Crypto is the hot asset right now. Bitcoin in particular is obviously all the rage. But most brokers don't allow users to … [Read more...] about M1 Finance and Crypto – It May Be Happening Soon
3 Hedge Fund ETFs To Invest Like a Hedge Fund in 2024
Hedge funds are typically only accessible by the ultra rich. Here we'll explore what hedge funds are, why you may or may not want to act like one, and some ETFs to invest like a hedge fund in . What Is a Hedge Fund? As the name suggests, a hedge fund is quite literally, in its simplest explanation, a fund that holds different assets as hedges to each other in an … [Read more...] about 3 Hedge Fund ETFs To Invest Like a Hedge Fund in 2024
SPD ETF Review – Simplify US Equity PLUS Downside Convexity ETF
SPD offers exposure to U.S. large cap stocks while protecting from severe downturns with put options. I review it here. Introduction - What Is SPD and How Does It Work? SPD is an ETF from Simplify designed to provide broad equity exposure to U.S. stocks while also offering some downside protection for market crashes. It's called the Simplify US Equity PLUS … [Read more...] about SPD ETF Review – Simplify US Equity PLUS Downside Convexity ETF
The Hunt for a Leveraged Value ETF – 3 Contenders for 2024
So you like leveraged ETFs and you like Value. Can we combine them? Here I discuss the current options for a leveraged value ETF. Video Prefer video? Watch it here: Why a Leveraged Value ETF? If you've landed on this page, hopefully leveraged ETFs require no explanation. If they do, go read this post first explaining how they work. Basically, we're … [Read more...] about The Hunt for a Leveraged Value ETF – 3 Contenders for 2024
A Telemedicine ETF To Invest in Telehealth in 2024
The pandemic supercharged the growth of telemedicine and digital health services. Here we'll check out the best telemedicine ETFs to capture telehealth exposure in . Introduction - Why Telemedicine Stocks? As with most disruptive technologies, consumers were wary at first of a digital model for healthcare. Then the 2020 pandemic hit, forcing people to stay inside … [Read more...] about A Telemedicine ETF To Invest in Telehealth in 2024