Rate My Investment Portfolio Series Ep. #1 (SCHD vs VOO)

Rate My Investment Portfolio Series Ep. #1 (SCHD vs VOO)⛱ Personal Capital: https://robberger.com/go/personal-capital/yt-atf-rmp1 Click "Show More" to see Ad Disclosure

Investing Tools Used in this Video:

Stock Rover: https://robberger.com/go/stock-rover/yt-rmp1
Personal Capitalhttps://robberger.com/go/personal-capital/yt-rmp1

Tools & Resources

📚 My Book (of course): https://amzn.to/2MsRJ9B
💰 Personal Capital: https://robberger.com/go/personal-capital/yt-[short description of video]
✅ Free Investment Tracking Spreadsheet: https://docs.google.com/spreadsheets/d/1TgS9I6k495XvBbUmjO7fzC05iAQM815Y7gbk2u2EbE0/edit?usp=sharing

0:00 Introduction
2:26 Investment Portfolio
9:10 Dividends
10:10 Portfolio Performance vs 3-Fund Portfolio
13:30 Asset Allocation
21:02 Fees

In this video I evaluate an investment portfolio sent in by a viewer. I'm not an investment advisor and these are just my opinions. If you want professional investment advice, seek out and hire an investment advisor. Here's the portfolio we are going to look at today:

VTI 50%
SCHD 15%
VXUS 15%
REITs 10%
BND 10%

These investments are held in a retirement account by a viewer who has a couple of decades before retirement.

#investing #schd #assetallocation

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

Видео Rate My Investment Portfolio Series Ep. #1 (SCHD vs VOO) канала Rob Berger