

SPY, QQQ and Bitcoin
6 snips Feb 21, 2025
The discussion kicks off with the significance of total returns and the benefits of broad market ETFs like the S&P 500 and Nasdaq 100. They emphasize a long-term investment approach and the trend of buying outside the US. The hosts dive into thematic ETFs and suggest treating your portfolio like a pyramid. There's a fascinating take on gaining Bitcoin exposure beyond ETFs and a reconsideration of real estate ownership for everyone. The value of diverse investment education rounds out the conversation.
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Total Returns over Dividends
- Kai realized that total returns are more important than just dividend income.
- His portfolio now follows a three-pillar strategy: ETFs, Bitcoin, and real estate.
Focus on US Markets
- Kai prefers US-based ETFs like S&P 500 (SPY) and Nasdaq 100 (QQQ) over global ETFs.
- He believes US companies already offer global diversification due to their international operations.
ETFs over Individual Stocks
- Invest in ETFs for long-term growth rather than picking individual stocks.
- Dollar-cost average into broad market ETFs and focus on increasing income potential.