5 Best ETFs to Buy and Hold FOREVER in ROTH IRA



This video could make you a millionaire and also save you thousands in taxes in retirement while also providing cash flow and …

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38 Comments

  1. What broker are you using to look at schd? i've used both fidelity and webull and the all time high doesn't get above $29.53. Im pretty sure yours says the price is $69.29 usd though.

  2. Thank you so much for your videos. I believe that earning between $16,300 and $79,897 in monthly returns is truly impressive. It has allowed me to comfortably cover my bills and support my family — something I consider a significant achievement

  3. I believe there was a small error in the video. SCHD has never reached $69. That’s another fund called SCHW. SCHD is around the $30 mark. Please correct me if I’m wrong, I’m new to investing. Just trying to put all the pieces together.

  4. I invested in vanguard s&p 500 index funds, bonds fund and REITs, Tho i'm still worried about assets allocation in my 7-figure portfolio. Any tips for improving portfolio performance?

  5. I know I have mine spread out and overlap but: 8% VYM, 10% QUAL, 11% SPMO, 9% VB, 17% IVV, 8% QQQ, 23% VOO, and 10% SCHG. Thoughts? I’m 23 current with $100 a week going into my Roth IRA spread out among this way

  6. Building wealth involves developing good habits like regularly putting money away in intervals for solid investments. Financial management is a crucial topic that most tend to shy away from, and ends up haunting them in the near future.Making money is not the same as keeping it there is a reason why investments aren't well taught in schools, the examples you gave are well stationed, the market crisis gave me my first millions, people shy away from hard times, I embrace them.. well at least my advisor does lol.

  7. Why holding an ETF forever? When can I get the profit from it, after my death? Really, please advise why people are saying to hold an etf or stock forever if it doesn't pay dividends … I can never use the profits from them..thanks

  8. I just switched up my Roth IRA to 50% SCHD, 25% SCHX, 25% SCHG, and my Roth 401k is 70% vanguard S&P 500 index, 20% vanguard growth index, and 10% vanguard international index. Seeking best possible ways to grow $350k into $1m+ before retirement, I'm 55.

  9. I’ve used this video before but now I’m back to ask about certain things would it be better just to focus on voo and vti instead of doing bonds and international stocks

  10. Thank you Professor for putting this video. I'm just confused whether to have Divident ETF on ROTH IRA account as it provides more dividends and less growth compared to S&P 500 or total stock market. I understand it gives divident income and more diversification than other 2 funds. But if I'm going for long time investment is investing in divident at this point of time required? Please advise.

  11. I' ve got £100k to invest. I want to build a nest egg for when I'm older. I want to know if it's a good idea to add all my savings into a long term ETF, set and forget Come back in 20-30 years, instead of 250-300 DCA every month. Which ETF would you recommend.?

  12. I'm in a target Date Fund and hate it, feel like I've wasted so much opportunity. Its a low return, frontload high fee fund. I feel like the only person who benefited from it is the advisor who sold it to me.

  13. Could you possibly make a video about Rollover IRA accounts when you get a chance? I’m sure there are many people wondering whether they should combine their Rollover and Roth IRAs or leave them separate in terms of tax implications. Thank you for ALL of your videos!!

  14. Thanks for another great video. I'm retired. I don't use Target date or Bond funds because bonds guarantee low returns; and international stocks have low returns with additional risks not found with the US market.

    I try to keep my investments in 4 buckets: high-dividend stock (large-cap value) ETF, REIT Index ETF, Large-cap growth ETF, and a small-cap value ETF. 9Occasionally, I dabble in individual stocks.) Each of these funds over long periods of time tend to meet or exceed the market.

    The different categories tend to minimize correlation, causing the overall portfolio to be less volatile. For example, during the lost decade (2000=2010) small-cap stocks and REITs significantly out-performed large-cap stocks, then around 2014 large-cap stocks outperfomed small-cap stocks. Also, since covid REITs have taken a beating, while large-cap growth stocks have exploded.

    I use withdrawals to rebalance the portfolio. The portfolio keeps my returns relatively high, reduces volatility, and half the portfolio throws some respectable dividends.

    I don't use the S&P 500 ETFs because I have both large-cap value (~140 stocks) and growth (~100 stocks) covered in the portfolio. Based upon the returns, it appears the rest of S&P 500 has lower returns.

    So far, this has met my needs.

  15. There are just sooo many. When does it become overly diversification? I think Peter Lynch mentioned to have no more than 10 assets, but I could be wrong on that.

  16. Thanks for all the great videos! If you already have 401k with long term investments like 500 foundation, bonds, growth, etc. Then would it be better to load your RothIRA with high growth dividend etfs for later? Just checking 🤔

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