I've been following the growth of actively managed ETFs. They're gaining popularity!
@OwenFlex
2 ай бұрын
Have you looked into ETFs for their investment portfolio?
@TheDuke792
2 ай бұрын
Yes, I’ve been considering them. They seem like a good way to diversify.
@RobertDamanii
2 ай бұрын
I like that they have lower fees compared to mutual funds.
@etfguide
2 ай бұрын
@@RobertDamanii For sure, lower fees, better tax efficiency, greater transparency and intraday liquidity...this is why ETFs will soon surpass mutual fund assets. ETFs are industrial grade investment products. Ron
@etfguide
2 ай бұрын
@@OwenFlex Active ETFs have many use cases. They can be used as core or non-core portfolio building blocks, depending on the investor's philosophy. For indexers, an active ETF would def be a non-core holding or something they might avoid altogether. For active investors, they might build the core around active funds with index ETFs as the non-core. Take care, Ron
@michaelbrady4440
2 ай бұрын
Great episode!
@etfguide
2 ай бұрын
Thank you Michael, appreciate it! RD
@jeancarloferreira9770
3 ай бұрын
Nice job Ron! 👍
@etfguide
2 ай бұрын
Thanks JCF. Nice to see you again! RD
@guayaquilhook1
3 ай бұрын
Thanks for the valuable info
@etfguide
2 ай бұрын
You got it guay. I try to attack what's important, but with a slightly different or overlooked angle. RD
@ebrahimhabib477
3 ай бұрын
Good job Ron thank you
@etfguide
2 ай бұрын
🙏Thanks EB! Ron
@daveschmarder-1950
3 ай бұрын
Hope you had a good 4th. I did. I bought a couple of those Calamos ETFs on July 1. I used my fixed income portion of my stash in my taxable account. At least I won't have yearly dividends to pay taxes on.
@ebrahimhabib477
3 ай бұрын
What you mean by Calamos ETFS please
@etfguide
2 ай бұрын
The 100% buffer ETFs are becoming a thing. The entire "protected growth" category is forever changed with the arrival of these funds. The caveat is most of these ETFs are so new, they haven't face a 2008 financial crisis moment. Will they deliver on their promise? Might they only deliver 95% protection when 100% was the goal? We won't know until we know. Nevertheless, it's my personal feeling they'll do just fine. Nice to see you again Dave! RD
@daveschmarder-1950
2 ай бұрын
@@etfguide I saw the Innovator ones last year, but I didn't understand enough to buy. But this time around it clicked. I thought these would be classed as ETNs and not ETFs. But I understand it is a promise. This is less than 5% of my stash. It was the better tax treatment that got me in. Have a good summer, Ron.
@alphabeta8403
2 ай бұрын
5:55 How did the big money make their fortune? 9:15 Tax rates will go up
@etfguide
2 ай бұрын
Thanks alpha...nice to see you again, it's been a while! RD
@prakashjoshi1849
3 ай бұрын
CCRV appears to better than SDCI..
@etfguide
2 ай бұрын
CCRV has a shorter performance history vs. SDCI, but it has delivered strong results since its 2020 inception. Thanks prakash for watching! RD
Пікірлер: 22