The speaker loves index funds and thematic ETFs, making up 25% of their total investment portfolio. They advocate for investing in both index correlated funds and narrow ETFs to participate in larger market action and easily build wealth over the long term. This approach helps mitigate systematic risk and provides the opportunity to prosper the most over the long term by combining individual stocks with index investing.
New year, new you! Or maybe just a new portfolio.
Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long talks with Asit Sharma, Meilin Quinn, and Matt Argersinger about:
- (01:02) Fool Rules,
- (12:53) investing tools,
- (21:28) and what the year ahead might (or might not) have in store.
Claim your Epic Bundle discount here.
Host: Mary Long
Guest: Asit Sharma, Meilin Quinn, Matt Argersinger
Engineer: Tim Sparks, Dan Boyd
Tickers mentioned: DIS, VINP, EPR, HSY
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