32 Comments

  1. Let's Talk Money! with Joseph Hogue, CFA
    July 19, 2021 at 3:40 am

    How many shares of stock do you need to buy for $1,000 a month?!? 💰 Answer here https://youtu.be/GnAuLqO6bfs

  2. Petar Moskov
    July 19, 2021 at 3:40 am

    Thank you for the video! With all the focus on ETFs in this day and age, I had all but forgotten about mutual fund.
    Some questions I have about investing: How would one determine how to weigh the securities within their portfolio based on their risk profile? Is there an optimal strategy for dividend income vs dividend growth, or can there be a happy medium? What about when you're trying to maintain a well diversified basket without over reaching?

  3. Derek Fredericksen
    July 19, 2021 at 3:40 am

    Joseph I've lost a ton of money

  4. Monika Didluch
    July 19, 2021 at 3:40 am

    What options do have then when most of the employers offer ONLY mutual funds or target date funds?

  5. K k
    July 19, 2021 at 3:40 am

    Hi Jo, can you talk about the capital gain tax, withholding tax etc., because I am not a US citizen, and the US govt dividend withholding tax etc

  6. Sam
    July 19, 2021 at 3:40 am

    Another great and informative video. Thanks Joseph!
    Question I have and not much info on Youtube I found is how to find balance between Investing and Taxes. People buy and sell stocks every day but no one talks about taxes.
    I would like to learn from you about best practice.
    I am a newbie in personal investing and started my journey with David Swensen (Yale) portfolio: FSKAX, FSPSX, FPADX, FUAMX, FIPDX, FSRNX:

  7. TheBennyDON
    July 19, 2021 at 3:40 am

    I am based outside the US and I would really appreciate a video aimed directly at us international retail investors. Specifically rules to watch out for and how to maximize our returns in the states

  8. Nathan GrandMaster K
    July 19, 2021 at 3:40 am

    I have been buying mutual funds for years. I think you may have just changed my mind.

  9. Gunnut71
    July 19, 2021 at 3:40 am

    Joseph,
    My company offers a 401K but does not match, should I stop putting money into the 401K mutual funds and just start investing in a retirement acct. with E*Trade? I already have an acct. with them in which I invest 15% of my NET income.
    Thanks,

  10. William Murray
    July 19, 2021 at 3:40 am

    What about Mutual Funds in my Roth IRA? No taxes on gains and dividends in a Roth, right?

  11. Max Llorente
    July 19, 2021 at 3:40 am

    I read the discription quicker then the video can lay it out for me lol thanks for clearing my mind on mutal funds and ETF's.

  12. Tim Stevenson
    July 19, 2021 at 3:40 am

    Some people say that a small company called Bantec may provide some massive gains. People should look into it. It’s so cheap for those we can’t afford to buy into large companies

  13. David Rodriguez
    July 19, 2021 at 3:40 am

    Nice video, thanks.
    Do you have a video explaining taxes on MF, ETF and stocks?

  14. Mr balloonpimp
    July 19, 2021 at 3:40 am

    As for what I'd like to know are three things

    What is your background and expertise in this industry?

    What is the downside from creating your own "fund" vs a mutual fund?

    Whats with the bow tie??? You should get one that spins! I can help you with that if needed.

  15. R D
    July 19, 2021 at 3:40 am

    VFIAX and VDIGX are the only Mutual funds i care about.

  16. Grace G
    July 19, 2021 at 3:40 am

    Welcome back!

  17. Henry ol
    July 19, 2021 at 3:40 am

    Hello Joseph can you look this company Avianca (AVHOQ) they when bankruptcy and chapter 11 and was approved. Now what will happens with the stock and will apply to al companies with chapter 11? Sorry I ask because I put money there because it was a airline they always get bailout

  18. LuigiFan1305
    July 19, 2021 at 3:40 am

    I disagree with mutual funds being bad and high fees. Fidelity has great performing mutual funds with 0.05% expense ratio FXAIX & FSKAX. Plus mutual funds allow partial shares and automatically reinvest the dividends unlike ETF's. Better value and more user friendly for average investors.

  19. Da Bx
    July 19, 2021 at 3:40 am

    Bro maybe memorise some of what you’re going to say? I can literally see your eyes moving across your script and it’s becoming disconcerting.

  20. D Roach
    July 19, 2021 at 3:40 am

    What would you suggest to invest into instead of putting money into a traditional savings account?

  21. Roy Hood
    July 19, 2021 at 3:40 am

    Can you talk about overstock, baba, gush and Xom? Thanks!

  22. Jeff J
    July 19, 2021 at 3:40 am

    In my 401k there are a lot of dog funds but there is one genie fund. That is fdyzx. I will keep maxing it out until I retire in its green dollars.

  23. Brian M
    July 19, 2021 at 3:40 am

    How to understand a company's balance sheet

  24. N K Abbi
    July 19, 2021 at 3:40 am

    Hi. With the current general market (U.S) being more volatile than before, would you suggest it still makes sense to make a trailing stop loss order on stocks that you buy, believe in and want to keep long term, or no? Sorry, I know this is not the same topic as what the video is discussing.

  25. Ebay Addicts
    July 19, 2021 at 3:40 am

    Lets go ⛄⛄⛄

  26. Mathias Perroni
    July 19, 2021 at 3:40 am

    Hey Joe, following your dividends portfolio videos. Looking forward to an update. As always, I admire your time and dedication

  27. Daniel Grgic
    July 19, 2021 at 3:40 am

    Dave Ramsey has taught me a lot, but I just can’t get behind the mutual fund only ideology. He can make buying individual stocks seem like financial suicide.

  28. JC Ottavianelli jr
    July 19, 2021 at 3:40 am

    what is the difference between a Roth account vs regular account let's say in the webull setup

  29. ryanime20
    July 19, 2021 at 3:40 am

    Joseph is so nice to the future me.

  30. Seymour Whitetail
    July 19, 2021 at 3:40 am

    What do you think about Fidelity target date funds Joseph?

  31. Robert
    July 19, 2021 at 3:40 am

    So I have a mutual fund in a roth ira the money is from my inherentance. I do not want to sell. But I am about to. The mutual fund follows the s&p500. I am sure I can but like voo

  32. Tom Jones
    July 19, 2021 at 3:40 am

    Another helpful video. The only mutual funds I hold are through my 401k and that's only because I'm fully matched with my employer. If my employer didn't match 6% I probably wouldn't bother., and would stick to stocks.

    But from what I've learned this year watching your videos and doing my own research, I'm convinced I can outperform these mutuals funds on my own and that's my goal going forward. I'm going to let them ride, taking full advantage of my employers 401k match, but manage my own account that will (hopefully) avg higher returns.

    EDIT:
    your note about taking advantage of the 401K match is spot on. I give 9% and he matches 6% — that's a lot of free money. If he only matched 3% I probably wouldn't bother, and would manage everything myself. So yes, take full advantage of your employers 401k match.