Skip to main

Posts & Investments - #indexfunds

Invested in Vanguard S&P 500 ETF
Always invest in an index fund you believe in! Always happy to add to $VOO #buildandgrow #longterm #makingmoneymoves #dca #invest #indexfunds
Index Funds are one of the best ways for investors to get diversified exposure to the stock market, but what ones are the best? In today’s newsletter, I rank the top 5 index funds that you can invest in, and hold forever! #longterm #learn #buyingopportunity #investing See more
#SafeInvestments If someone tells you that something is a sure bet with investing ... take it with a healthy dose of skepticism. At the very least, do your own due diligence and figure out what risks you are exposing yourself to with any investment you make and what core assumptions were made. If you look at the chart below this includes the top 3 in the S&P500 and the S&P500 index fund - over thisSee more
Mar 24 - Apr 22, 2022
Beating a dead horse on the value of #indexfunds over individual stocks— I just compared my Public #stockpicking portfolio's performance over the last 6 months compared to the indices and OMG it's embarrassingly bad. My more conservative stock-picking portfolio on E*TRADE is half as bad, but still a loser. I’m slowly moving my lower-conviction winners on the latter over to the indices and so far havSee more
Mar 23, 2021 - Mar 23, 2022
Added Vanguard S&P 500 ETF to Watchlist
Sold Industrial Logistics PropertiesInvested for 71 days
I’m only trusting #IndexFunds these days 🥲
Cartoon by Tom Toro. My individual stock portfolios are like loser cousins that keep coming back to me asking for more money— “it’ll work out this time, I just need another $100 for this new shiny thing that’s gonna make us a lot of money. Trust me.” Meanwhile, my automated securities godfather on Betterment is winning something like 15% APY even though it’s 41% bonds and #esg , saying “I told youSee more
After seeing people take hits🔻 over the past couple days, I thought it would be a good opportunity to talk about ETFs. Investing is NOT about SKILL. It is about BEHAVIOR. Here's a fact: Making money in the short-term through individual stocks almost NEVER works in a sustainable way. HOWEVER, investing long-term (20-40 years) in a diversified portfolio has NEVER failed. I've seen comments of pSee more
May 24 - Nov 23, 2021
New Investor Pro Tip: An #indexfund is a *passively* managed basket of stocks (mutual fund) that tracks a specific index, whereas a #mutualfund is an *actively* managed basket of stocks spearheaded by a fund manager. Because mutual funds are actively managed, their expense ratios are typically higher than those of index funds. 💡 All #indexfunds are #mutualfunds See more
3 metrics to watch out for when investing in #indexfunds … 1) Expense ratio (Goal: <0.2%) 2) Index tracking error (Goal: <1%) 3) Annualized average return (Goal: >12%) If you meet every one of those targets/objectives, you’ll be joining the Millionaires Club in no time (assuming reasonable and consistent contributions).See more
Want to know an easy way you could’ve beat a vast majority of mutual funds and institutional investors over the past 10 years? All you needed to do was buy an index fund. Table below shows the % of institutional managers that underperformed their benchmarks over the past 10 years, data ending Dec 31, 2020. Chart is from: more
Own your future.
Build your portfolio.
Contact Us
Check the background of this firm on FINRA’s BrokerCheck.

© Copyright 2023 Public Holdings, Inc. All Rights Reserved.

Market data powered by Xignite.

All investments involve the risk of loss and the past performance of a security or a financial product does not guarantee future results or returns. You should consult your legal, tax, or financial advisors before making any financial decisions. This material is not intended as a recommendation, offer, or solicitation to purchase or sell securities, open a brokerage account, or engage in any investment strategy.

Product offerings and availability vary based on jurisdiction.

Stocks and ETFs.
Brokerage services for US-listed, registered securities are offered to self-directed customers by Open to the Public Investing, Inc. (“Open to the Public Investing”), a registered broker-dealer and member of FINRA & SIPC. Additional information about your broker can be found by clicking here. Open to Public Investing is a wholly-owned subsidiary of Public Holdings, Inc. (“Public Holdings”). This is not an offer, solicitation of an offer, or advice to buy or sell securities or open a brokerage account in any jurisdiction where Open to the Public Investing is not registered. Securities products offered by Open to the Public Investing are not FDIC insured. Apex Clearing Corporation, our clearing firm, has additional insurance coverage in excess of the regular SIPC limits. Additional information can be found here.

Alternative Assets.
Brokerage services for alternative assets available on Public are offered by Dalmore Group, LLC (“Dalmore”), member of FINRA & SIPC. “Alternative assets,” as the term is used at Public, are equity securities that have been issued pursuant to Regulation A of the Securities Act of 1933 (as amended) (“Regulation A”). This content is not investment advice. These investments are speculative, involve substantial risks (including illiquidity and loss of principal), and are not FDIC or SIPC insured. Alternative Assets purchased on the Public platform are not held in an Open to the Public Investing brokerage account and are self-custodied by the purchaser. The issuers of these securities may be an affiliate of Public, and Public (or an affiliate) may earn fees when you purchase or sell Alternative Assets. For more information on risks and conflicts of interest, see these disclosures. An affiliate of Public may be “testing the waters” and considering making an offering of securities under Tier 2 of Regulation A. No money or other consideration is being solicited and, if sent in response, will not be accepted. No offer to buy securities can be accepted, and no part of the purchase price can be received, until an offering statement filed with the SEC has been qualified by the SEC. Any such offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of acceptance given after the date of qualification by the SEC or as stated in the offering materials relating to an investment opportunity, as applicable. An indication of interest to purchase securities involves no obligation or commitment of any kind.

Cryptocurrency execution and custody services are provided by Bakkt Crypto Solutions LLC (NMLS ID 1828849) through a software licensing agreement between Bakkt Crypto Solutions LLC and Public Platform LLC. Bakkt Crypto is not a registered broker-dealer or a member of SIPC or FINRA. Cryptocurrencies are not securities and are not FDIC or SIPC insured. Bakkt Crypto is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Please ensure that you fully understand the risks involved before trading: Bakkt Crypto Disclosures.

U.S. Treasuries (“T-Bill“) investing services on the Public Platform are offered by Jiko Securities, Inc. (“JSI”), a registered broker-dealer and member of FINRA & SIPC. See JSI’s FINRA BrokerCheck and Form CRS for further information. When you enable T-Bill investing on the Public platform, you open a separate brokerage account with JSI (the “Treasury Account“).

JSI uses funds from your Treasury Account to purchase T-bills in increments of $100 “par value” (the T-bill’s value at maturity). T-bills are purchased at a discount to the par value and the T-bill’s yield represents the difference in price between the “par value” and the “discount price.” Aggregate funds in your Treasury Account in excess of the T-bill purchases will remain in your Treasury Account as cash. The value of T-bills fluctuate and investors may receive more or less than their original investments if sold prior to maturity. T-bills are subject to price change and availability - yield is subject to change. Past performance is not indicative of future performance. Investments in T-bills involve a variety of risks, including credit risk, interest rate risk, and liquidity risk. As a general rule, the price of a T-bills moves inversely to changes in interest rates. See Jiko U.S. Treasuries Risk Disclosures for further details.

Investments in T-bills: Not FDIC Insured; No Bank Guarantee; May Lose Value.

Banking services and bank accounts are offered by Jiko Bank, a division of Mid-Central National Bank, Member FDIC.

JSI and Jiko Bank are not affiliated with Public Holdings, Inc. (“Public”) or any of its subsidiaries. None of these entities provide legal, tax, or accounting advice. You should consult your legal, tax, or financial advisors before making any financial decisions. This material is not intended as a recommendation, offer, or solicitation to purchase or sell securities, open a brokerage account, or engage in any investment strategy.

Commission-free trading of stocks and ETFs refers to $0 commissions for Open to the Public Investing self-directed individual cash brokerage accounts that trade the U.S.-listed, registered securities electronically during the Regular Trading Hours. Keep in mind that other fees such as regulatory fees, Premium subscription fees, commissions on trades during extended trading hours, wire transfer fees, and paper statement fees may apply to your brokerage account. Please see Open to the Public Investing’s Fee Schedule to learn more.

Fractional shares are illiquid outside of Public and not transferable. For a complete explanation of conditions, restrictions and limitations associated with fractional shares, see our Fractional Share Disclosure to learn more.