Dentists Who Invest Podcast Fact Or Fiction: Is The S&P500 The Best Index To Invest In? with Anick Sharma [CPD Available]
If you’d like to discuss your finances with a professional, you can connect with Anick here: https://www.viderefinancial.com/contact
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Get your free verifiable CPD for this episode here >>> https://www.dentistswhoinvest.com/videos/fact-or-fiction-is-the-sp500-the-best-index-to-invest-in-with-anick-sharma
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“Just put your money in the S&P 500” – it’s the internet’s favourite investing advice. But does it actually hold up? In this eye-opening episode, financial planner Anick Sharma joins us to unpack the truth behind this popular mantra.
We break down what the S&P 500 really is – not simply the 500 largest US companies, but only those that meet specific profitability and liquidity rules. This subtle detail has major implications for investors who assume they are getting full exposure to the US economy.
Anick shares compelling global data that shows how market leadership constantly shifts. The top-performing country one year often ends up among the worst the next. With the US making up about 61% of global market capitalisation, focusing solely on it means missing nearly 40% of global investment opportunities.
We also explore factor-based investing – a research-backed approach that focuses on value, profitability, and size. One strategy highlighted in this episode would have turned £10,000 into £151,000 from 1994 to 2023, outperforming traditional global portfolios.
For those preparing for retirement or major financial goals, Anick offers a three-part framework that balances returns, volatility, and emotional comfort – a refreshing alternative to one-size-fits-all investing.
Tune in now to learn why the smartest investors think beyond the S&P 500 and how you can too.
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