Beetlejuice : What color is a carrot? Smartest man ever Simple Value 2018-01-28 | This man is smart. He knows all the colors and knows how to solve complex problems and riddles.
The Dividend Snowball Effect: How To Make Your Money Work For You Simple Value 2024-02-04 | I wanted to make this video to discuss what the term "dividend snowball" means, and how to make your money work for you. The idea of owning quality companies that pay you out a portion of their income in the form of dividends sounds great, doesn't it? Imagine being able to sit back, relax, and watch your dividend income roll in reliably year after year, without raising a finger.But how do you properly screen investments to be a quality long term hold? Is your investment income going to be able to outpace inflation? What types of investments should you avoid? Tune in to today's video to learn more!Dividend Reinvestment Calculator / DRIPmarketbeat.com/dividends/calculatorMy top dividend ETF PicksSCHD - Schwab U.S. Dividend Equity ETFseekingalpha.com/symbol/SCHD/dividends/scorecardDGRO - iShares Core Dividend Growth ETFseekingalpha.com/symbol/DGRO/dividends/scorecardDIVB - iShares Core Dividend ETFseekingalpha.com/symbol/DIVB/dividends/scorecardBond Portfolio Back testportfoliovisualizer.com/backtest-portfolio?s=y&sl=6isJJzEtS2Is8gPsEusOa3Dividend Portfolio Back testportfoliovisualizer.com/backtest-portfolio?s=y&sl=5sWbTRsZKabp1KHenZTOUb
What Are Target Date Funds And Who Are They For? - Investing For Retirement Simple Value 2023-08-18 | Hey everyone, in this video I dive into some of the fundamentals behind the purpose of target date funds, what they are, how they work, and who they're for.Referenced links belowVanguard Target Date Fundsinvestor.vanguard.com/investment-products/mutual-funds/target-retirement-fundsVanguard Balanced 60/40 Fundinvestor.vanguard.com/investment-products/mutual-funds/profile/vbiaxVanguard Portfolio Allocationinvestor.vanguard.com/investor-resources-education/education/model-portfolio-allocationTarget Date Fund Allocationretirementplans.vanguard.com/VGApp/pe/pubeducation/investing/LTgoals/TargetRetirementFunds.jsfPortfolio Back Testerportfoliovisualizer.com/backtest-portfolioFidelity Target Date Fundsfidelity.com/mutual-funds/fidelity-fund-portfolios/freedom-funds
The Best Order To Save For Retirement - What Accounts To Max Out First Simple Value 2023-08-04 | Hello everyone, I made this video to help people better understand the best order to take advantage of tax advantaged retirement accounts so you can max out accounts efficiently and make an effective retirement game plan.Remember, always do your own research before making any financial decisions. I hope to point everyone in the right direction, but also understand everyone's financial situation is different and there is no one size fits all approach to investing. I hope this gave you a better idea of what accounts to max out first, and why.Mentioned LinksCollege Investor Referencethecollegeinvestor.com/1493/order-operations-funding-retirementRoth IRA Income Limitsschwab.com/ira/roth-ira/contribution-limitsSEP IRAinvestor.vanguard.com/accounts-plans/small-business-retirement-plans/sep-iraRoth Vs Traditional Accountyoutube.com/watch?v=KttUGelzNfQ&ab_channel=SimpleValueSelecting 401K Fundsyoutube.com/watch?v=QCROVi5im8I&ab_channel=SimpleValue
Robinhood - How To Set Up Recurring Automated Investments Simple Value 2023-07-27 | Hello everyone,Today I wanted to show everyone how they can easily set up a automated portfolio using Robinhood, and the reasoning why this can be beneficial compared to other brokerages. As a reminder, the portfolio shown was not a recommendation and just shown for educational purposes. Best of luck with your investment journey!Feel free to use my referral link to Robinhood and we can both get a reward!join.robinhood.com/reecel62
Dividend Growth Vs High Yield : In A Nutshell : Episode 1 Simple Value 2022-11-22 | This video kicks off my “In A Nutshell” Series, which is meant to help condense some of my longer, more in depth videos to help go straight to the key takeaways. In todays video, we look into the key differences between high yielding dividend companies and companies with a history of growing dividends, the pros and cons, and which type of investment strategy may be a better choice depending on your financial situation. The two funds used in this video are VYM and VIG, both are dividend paying Vanguard ETFs with low expense ratios. Links provided below to the referenced materials. Original Videoyoutube.com/watch?v=x_eWNc3gPIQ&t=17s&ab_channel=SimpleValueVanguard High Dividend Yield ETFinvestor.vanguard.com/investment-products/etfs/profile/vymVanguard Dividend Appreciation ETFinvestor.vanguard.com/investment-products/etfs/profile/vigETF dot com dividend etfsetf.com/channels/dividend-etfs
QYLD : Should You Buy It? Nasdaq 100 Covered Call ETF : Episode 2 Simple Value 2022-11-19 | In this video I will be diving into QYLD - Nasdaq 100 Covered Call ETF. This etf utilizes a options trading strategy called covered calls, which in a nutshell is an options strategy in which the underwriter sells calls against an asset that they already own to generate income. QYLD has a very high dividend yield of around 16% currently, but is this too good to be true? Lets dive into it and see what QYLD is really made of to see if it is a potential buy.QYLD ETF Info Linkglobalxetfs.com/funds/qyldSeeking Alpha Dividend Historyseekingalpha.com/symbol/QYLD/dividends/yield
SCHD : Should You Buy It? Schwab U.S. Dividend Equity ETF : Episode 1 Simple Value 2022-11-11 | This video is dedicated to kick off a new series called "Should You Buy It", where each episode will be directed at going through an individual etf or company. I plan to go through the fundamentals, what the etf is designed to track, how companies are incorporated, associated fees, historical performance, as well as the pros and cons associated with this type of investment. SCHD is one of the most popular etfs on the market, it has a relatively low expense ratio and currently is paying a dividend that is double what a S&P 500 etf is paying out. It is an etf designed to track the Dow Dividends 100 Index, which utilizes various screens to pick companies with strong financial ratios, a history of 10 years or more of dividend payments, as well as offering dividend growth. The etf is composed of primarily large cap value stocks and potentially offers investors protection in bear markets due to the stronger financial fundamentals of the companies included. With that being said, should you buy it? Watch the video to find out more!Charles Schwab SCHD Linkschwabassetmanagement.com/products/schdMorning Starmorningstar.com/etfs/arcx/schd/portfolioSeeking Alphaseekingalpha.com/symbol/SCHDetf.com linketf.com/SCHD#overview
What Is ETF Investing And Who Is It For? Simple Value 2022-11-07 | In this video I talk about what ETFs are as well as the potential pros and cons associated with ETF based investing to help you decide if investing in ETFs would be a good for for you.ETFs are exchange traded funds, which are a composition or basket of stocks that are typically targeted at following a certain index such as the S&P 500. There are many etf options out there that can follow market sectors or categories such as growth, value, and dividend paying funds. In this video I also show some of the popular ETFs for long term investing with lower than average expense ratio fees. I am not a financial advisor and this video is for educational purposes only. This video is not a recommendation to buy or sell certain securities, and I always recommend you do your own research and due diligence before buying any stock or investment option.
How To Invest For Short Term Savings Goals Simple Value 2022-11-05 | This video is aimed at informing people of how they can take advantage of some popular investment products to help you reach your financial goals, in a less risky manner than what they may see by investing in the stock market.I consider short term investments to be 5 years personally, but I am specifically referring to capital you may want to grow or set aside in a safe manner. For example, if you have a emergency savings fund, or money you are saving towards a home down payment, you may not want to take on the risk and volatility that investing in stocks will experience. On the other hand, holding cash or keeping all your money in a checking account is going to provide limited growth opportunities, which is where this video comes in. I walk through several investment products such as high yield savings accounts, CDs, and bonds to discuss how they work and which may be best suited for you and your financial goals.Everyone's specific financial situation will be different, and one investing strategy that suits one person may not be the best for another person. I do my best to present the pros and cons of each option so that you can be informed to make the decision that fits you best. I am not sponsored by any of the products I mentioned in the video, but these are products I have or do use myself. Always do your own personal research and homework to inform yourself before making any investment decisions. Shown below are the links to the content I referenced.High Yield Savingscapitalone.com/bank/savings-accounts/online-performance-savings-accountCap One CDscapitalone.com/bank/cds/online-cdsSeries I Bonds (Inflation Bonds)treasurydirect.gov/savings-bonds/i-bondsTdAmeritrade For Secondary Bond MarketAny Established Brokers Usually Offer This As Welltdameritrade.com
Why You Need To Invest Early And Often Simple Value 2022-11-03 | I made this video to discuss why it is important to invest rather than holding cash if you have a long time horizon. Investing has historically been the best form of growing compound returns in the long run, however it is a riskier form of investing than other options. I made a tool that you can use to calculate theoretical returns based on if you hold cash, or put your money in something like a high yield savings account, bond fund, or a S&P 500 stock market fund. The math shows that if you have a long one period, the returns of investing can significantly outperform other forms of cash management. If you have a shorter time horizon for funds such as money for a house down payment, you may be better off with a less risky investment type such as a CD or high yield savings account though since the stock market is volatile and future returns are never guaranteed. This video and tool is for educational, theoretical purposes only and is based on historical average returns, your actual specifics and returns may be different. Always do your own research and due diligence to develop a game plan that best fits your own personal financial goals and needs.Google Sheets File That I Madedocs.google.com/spreadsheets/d/10dDMOQimoo3HVHlC6LZBqmliJy4_Qr8V-lK0LppcbeQ/edit?usp=sharingOnline Compound Interest Calculatorinvestor.gov/financial-tools-calculators/calculators/compound-interest-calculatorPortfolio Backtesterportfoliovisualizer.com/backtest-portfolio
How To Understand Candlestick Charts For Beginners Simple Value 2022-11-01 | This video will be kicking off a new series dedicated to help people learn more about technical analysis and some of the different indicators you can use to better equip yourself with to chart any tradeable security that uses price action such as stocks, crypto currencies, forex, etc. Episode one will be about how to better understand candlesticks, what they represent, and how you can use them to get a better picture while charting. This is oriented towards beginners, I am by no means an expert but I hope to share information that I find useful and may be helpful to others.Link To TradingView software, I am not sponsored in any way by them.tradingview-platform.org
What Is Dividend ETF Investing And Who Is It For? Plus My Top Dividend ETF Picks Simple Value 2022-10-31 | This video is dedicated to help people know more about the world of dividend investing as well as gain some important insights to the potential pros and cons of dividend investing. I hope this video helps you better understand the potential importance of dividend investing, as well as the potential associated downsides with it. I go through some important things to take into account when looking into dividend paying companies or funds, as well as what lifestyle these investments may be better suited for.Many people love dividend investing and refer to it as a form of passive income, because as a dividend investor you are technically a partial owner of a company, and if that company pays out dividends you are entitled to those dividend payouts. Typically higher dividend paying companies do not have as much capital appreciation in regard to their share price, and on the other hand usually growing companies with increasing share prices usually pay out less in terms of dividends.ETF Tool Websiteetf.com/channels/dividend-etfsPortfolio Backtesterportfoliovisualizer.com/backtest-portfolioVIG - Vanguard Dividend Appreciation ETFinvestor.vanguard.com/investment-products/etfs/profile/vigVYM - Vanguard High Dividend Yield ETFinvestor.vanguard.com/investment-products/etfs/profile/vymSCHD - Dow 100 Dividends ETFschwabassetmanagement.com/products/schdETF Overlapetfrc.com/funds/overlap.php
How I Choose My 401k Investment Options Simple Value 2022-10-30 | Hey everyone, this video is going to be a bit longer and in depth but it is showing the steps that I personally take when I go about choosing investment options for a company sponsored 401k plan. Yes, each company will have a different list of pre-approved investment options but typically most brokerages will offer fundamentally similar investment options such as bonds, small cap, mid cap, large cap, growth, value, international, blended portfolios, and target date funds. Keep in mind though that all funds are not created equally, and in this video I walk through my mental thought process when narrowing down funds and comparing them against eachother to see which may suit my needs. Everyone's financial situation will be different, especially depending on how long your investment time horizon is until retirement, but the thought process can still be used and I believe this is important information that everyone should know about to help avoid blindly sticking a portfolio option that may not suit your needs.Here are the links that I referenced throughout the video.Portfolio Backtesterportfoliovisualizer.com/backtest-portfolioMorningstarmorningstar.comYahoo Financefinance.yahoo.com
Growth Vs Value Based Investing, Which Is Better? Simple Value 2022-10-29 | This video will be diving into the fundamental, key differences between value based and growth investing strategies, and which may be better depending on your risk tolerances and financial situation.What are growth stocks and etfs?Growth companies are typically defined as a company that is focused on rapidly expanding or growing as a whole. They may not have a positive income and usually have a high valuation or P/E ratios. They are usually riskier investments that can do well in a bull market or when economic conditions are favorable for the particular company. However, these companies tend to sell off substantially during times of economic uncertainty or when the growth company is no longer growing, causing the company or ETF to underperform the overall market. Growth etfs are a composition of multiple growth stocks in a single investment, which can diversify your portfolio and lower your overall risk level.Value companies are usually considered to have stronger financials with lower price to earnings ratios. These companies tend to pay out dividends and are considered undervalued, the idea behind investing in value stocks and ETFS is to hope for potentially lower overall volatility than growth stocks, or that the value of the stock will be corrected and no longer "under valued". Dividend based investing is a form of value investing that is very popular since it can provide a form of passive income.Referenced linksmerrilledge.com/article/growth-vs-value-investing-two-approaches-to-stocksPortfolio Backtestportfoliovisualizer.com/backtest-portfolioYardeni Researchyardeni.com/pub/stylegrval.pdf
How To Create A Monthly Budget & Calculate Required Income Simple Value 2022-10-28 | Hey everyone,In this video I talk about how you can easily create your own monthly budget as well as calculate how much annual income you would need to support your lifestyle. Personal finance is a topic many people may struggle with, but once you dive into it and understand where your money is going and why, it can make a huge difference. It is important to know how you are spending your money in order to create a realistic budget to fit your needs. Everyone’s financial situation w it’ll be different, but I believe that creating a practical budget for yourself can really help set you up for success when it comes to obtaining any economic or financial goals you may have. The second part of the video talks about how to determine how much income you would need to support your live style in reverse, solving for income using expenses. Here is the link to the Google sheets spreadsheet that I created, you can download the google sheets file from here and play around with it yourself!docs.google.com/spreadsheets/d/1hEaLdnukB51Xq9ukgV3_7eKxGtlSgzoPvBbnlm8RoyY/edit?usp=sharingReferenced Income Tax Calculatorsmartasset.com/taxes/income-taxes#jIYVR1qnCL
Easy ETF Portfolio Ideas For Beginners: Growth, Value, Dividends, 3 Fund, and IRA Simple Value 2022-10-27 | In this video I talk about different portfolio ideas for those who are looking to keep things simple by using ETFs to meet their financial goals. ETF investing keeps things easy by taking the time and energy out of picking individual stocks or companies to invest in. I included sample portfolio ideas for a growth, value, dividend, 3 fund, and an IRA. Keep in mind, these are simply suggestions and I currently am not invested in any of these particular portfolios. This video is for educational purposes to show how you can create a portfolio around ETFs based on your risk tolerances and goals. The allocations and ETFS shown are not a requirement by any means, you can always include something different or change allocations to meet your needs. You can also include value and growth funds in the same portfolio if you wanted to, there are no hard rules when it comes to investing!I am not sponsored by M1 finance in any way, or have money in my M1 finance account at this time, but I do think M1 can be a useful tool to help visualize your portfolio to make things more visible and easy to understand what you are really investing in. I am also not a financial advisor, and make these videos for educational purposes only. Always do your own research before investing. m1.comDividend Portfolio Idea https://m1.finance/2aWN9PIsls7U Growth Portfolio Ideahttps://m1.finance/lOsikvBHCiXIValue Tilt Portfoliohttps://m1.finance/UuI27_-S0BTHIRA Portfolio Idea https://m1.finance/nfkOTX3fh5xh
Roth Or Traditional Retirement Account? IRA and 401k Differences Explained Simple Value 2022-10-26 | Hey everyone,In this video I talked about the differences between a traditional and Roth IRA & 401k accounts, and which account may be better for you depending on your situation.Hope you found this content useful, feel free to comment below if you have any feedback or content suggestions.Comment below what type of retirement account you use and why below!Useful Linkfool.com/retirement/plans/roth-iraWhich retirement account is better?
Should You Reinvest Your Dividends, And Why? Simple Value 2022-10-25 | In this video I will be talking about the power of dividends, and whether or not you should reinvest your dividends. Keep in mind, everyone's financial needs and investment time horizons are different, but one of the best ways you can help set yourself up for financial success is educating yourself about your different investment options to help make a plan that suits your needs.ETFS Mentioned In The VideoSPY S&P 500 Index Fund ETF, Yield 1.69% as of 10/20/22ssga.com/us/en/intermediary/etfs/funds/spdr-sp-500-etf-trust-spyVYMVanguard High Dividend Yield ETF, Yield 3.31% as of 10/20/22investor.vanguard.com/investment-products/etfs/profile/vymVIGVanguard Dividend Appreciation ETF, Yield 2.1% as of 10/20/22investor.vanguard.com/investment-products/etfs/profile/vigPortfolio Backtesterportfoliovisualizer.com/backtest-portfolioTrading View Charting Softwaretradingview.com
5 Simple Tips For Beginner Investors Simple Value 2022-10-24 | Hey everyone, in this video I will be talking about five simple tips that I believe can be beneficial to everyone, not just new investors. When it comes to investing, everyone will have different goals or objectives that they are trying to achieve, but I believe these basic principles can still be useful to all.Feel free to leave feedback or content suggestions down below!Summary1. Only invest money you can live without2. Try to avoid chasing returns3. Keep your portfolio simple4. Have a plan and stick with it5. Start earlyCompound Interest Calculatorhttps://www.investor.gov/financial-to...Easy To Use Charting Softwaretradingview.com
Should You Invest In ETFs Or Individual Stocks? Simple Value 2022-10-23 | In this video I will talk about why you should potentially consider investing in ETFs to help reach your investment goals. Exchange traded funds (ETFs) are a basket of securities (usually stocks) that can track a index such as the S&P 500 or a specific industry sector such as energy (XLE). The idea is that using an ETF will diversify your risk by "Owning it all" rather than betting on an individual company to outperform the sector or total market. It can also help you save time by not having to worry about keeping up with individual companies and making changes to your portfolio as different companies rotate in and out of favor. Keep in mind that I am not giving any buy recommendations in this video, and I do not personally own XLE in my portfolio. This video is for education purposes and not financial advice. always do your own research and due diligence before deciding to invest in the stock market.ETF websites to check outetf.cometfdb.cometfrc.com/funds/overlap.phpMy personal ETF recommendations to look into VTI : Vanguard Total Market ETFVOO : Vanguard S&P 500 ETFSCHD : Schwab Dividend Equity FundVIG : Vanguard Dividend Appreciation ETFVYM : Vanguard High Dividend Yield ETFGraphing software used in the videotradingview.com
Dividend Growth Vs High Yield : Which is Best? SCHD, VYM, VIG Simple Value 2022-10-22 | In this video I will be diving into a hot topic of debate about the differences between dividend growth compared to high dividend yield based investing. I will talk about some pros and cons about each investment style and how you could potentially use dividend stocks to your advantage to help set yourself up for financial freedom and security. So, which is a better buy and why should you invest in them?Strategies that incorporate high dividend paying stocks and etfs typically are centered around using high dividend yields to supplement or replace personal income to help take the load off of your shoulders when it comes time to pay bills or rent. The tradeoff with this strategy is that typically high dividend paying companies and funds do not have as much capital appreciation as companies focused on growing their company and dividends over time.Dividend growth strategies believe that companies that focus more on having strong financials and a strong record of raising dividend payouts over time can or will outperform higher yielding stocks in the long run. In this video I will discus the pros and cons of each strategy and why or why not one may be better suited for your financial needs. Keep in mind that reinvesting dividends will allow your portfolio to grow in the long run, but some people may want or need to use their dividends to support their lifestyle now rather than waiting for capital appreciation. Everyone's needs are different and I hope to portray this information in a neutral manner to help inform you the best that I can.I referenced three dividend funds that I believe offer investors good long term value due to how the etfs have historically performed as well as the screening methods utilized by each fund.Keep in mind that these recommendations are not buy recommendations, and I am simply sharing tools and investment ideas to help you develop your own financial game plan. I am not sponsored by any of the below listed companies in any way and what I speak about in this video are my own personal beliefs or opinion. It is your responsibility to do your due diligence and risk analysis of any potential investment decisions you make.SCHD - Schwab U.S. Dividend Equity ETFetf.com/SCHD#overview seekingalpha.com/symbol/SCHDVYM - Vanguard High Dividend Yield ETFetf.com/VYMseekingalpha.com/symbol/VYMVIG - Vanguard Dividend Appreciation ETFetf.com/VIGseekingalpha.com/symbol/VIGETF Overlapetfrc.com/funds/overlap.php
Total Market Vs S&P 500 ETFs : Which Should You Buy? VTI, VOO, SPY Simple Value 2022-10-21 | In this video I will be talking about some of the key differences between investing in a US total stock market etf compared to a S&P 500 etf, and which may have an edge over the other. I will also be including my top picks for ETFS representing both the total market and S&P 500 for those interested.As always, this video is for educational purposes and is not an official endorsement to buy any of the mentioned securities. Historical performance does not guarantee future performance, and as such investing in the stock market will have risks associated with it. Always do your due diligence before deciding to purchase any type of stock or etf.Which is better?US Total Market Funds, in order of preference VTIITOTSCHBS&P 500 Referenced Funds, in order of preference VOOIVVSPLGSPYLinks referenced in the videoETF.cometf.com/channels/total-market-etfsETF Databaseetfdb.com/index/sp-500-index/#overview&page=1Portfolio Backtesterportfoliovisualizer.com/backtest-portfolioVTI Morningstarmorningstar.com/etfs/arcx/vti/portfolioVOO Morningstarmorningstar.com/etfs/arcx/voo/portfolioVanguard VTI investor.vanguard.com/investment-products/etfs/profile/vti#overview
Compound Investing & General Financial Advice Simple Value 2022-10-20 | compound investing works, as well as general financial tips to help you along your path to financial freedom. This is a bit of a longer video targeted at helping those who may be newer to investing to help kickstart their knowledge. In future videos, I am planning on diving into more focused, shorter videos to share about anything I believe may be useful or interesting to others.I am not a financial advisor, but investing is something that I am passionate about and hope to help share potentially useful information to others.This video is the second part of my investing overview series to start off my channel.Links that I referred to are down below.Morning Star morningstar.comETF Overlapetfrc.com/funds/overlap.phpCompound Interest Calculatorinvestor.gov/financial-tools-calculators/calculators/compound-interest-calculatorSimple Interest Calculatorcalculatorsoup.com/calculators/financial/simple-interest-plus-principal-calculator.php
Stock Market Fundamentals For Beginners Simple Value 2022-10-20 | In this video I will be diving into an overview about the US stock market's history and your stock market investment options. This is a bit of a longer video targeted at helping those who may be newer to investing to help kickstart their knowledge. I am not a financial advisor, but investing is something that I am passionate about and hope to help share potentially useful information to others.This video is part one of two in my investing overview series to start off my channel.
