5 Best ETFs for Taxable Brokerage 2026. These are the best ETF investments for a taxable brokerage account. Dividend ETF, Value ETF, Growth ETF, Aggressive Growth ETF, and more! Diversify your investment portfolio like a professional and hit financial freedom.
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0:00 – Best Investment for Brokerage Account 2026
1:00 – Covered Call ETFs in a Brokerage Account (High Dividends!)
3:38 – Best Value ETF for Brokerage Account in 2026
7:00 – ETF for Broad Market Returns (Foundational ETF)
8:37 – Which S&P 500 ETF is best?
10:30 – Best ETF for International Exposure (Weak Dollar Hedge)
12:40 – High Growth ETF
15:20 – SUPER High Growth ETF (High Risk/ High Reward)
18:17 – Portfolio Examples: Building the best portfolio based on your age
21:25 – Secret to Best Portfolio for YOU
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*(Portfolio Review, Allocation, Budget Help, Personal Finance, Investing, etc. NOTE: NOT financial advice as I am not a financial advisor)
#ROCQ
Amazing video. Thanks so much!
Stupidest shit I’ve ever heard. “This is not financial advice” – proceeds to give financial advice. Hey…professor trump. Just because you say something doesn’t make it true.
Cop: “sir you were doing 80 in a 50”
You: “doing 80 in a 50 is not speeding”
Cop: “ damn! Who told you if you say that I can’t give you a ticket!? Shit..sir you’re free to go”
Moronic.
What are your thoughts on JIVE vs VXUS?
describe qqqm etf
Most of these are too pricey for my blood! I'll stick with NEOS,Kurv,and Roundhill!
Could I also just use this set up for my Roth IRA ? Im 27 and just created my Roth . Anyone ?
Just wanted to let you know that the content of this really good 3/3/26 video got copied by a 4/3/26 video – https://www.youtube.com/watch?v=30_GbDFgayY – pretty much word for word.
I probably have a higher risk tolerance than most people who are already retired, but I'm going with a higher growth strategy. I retired last year at 52. I'm going with an even split between VTG and SPMO for pure growth and GPIX and GPIQ for income. That gives me about $60k per year in dividend income and extremely strong growth from VTG and SPMO. SPMO's track record during bear markets is also surprisingly good with a lower draw down than seemingly "safer" ETFs like SCHD, presumably because of it's ability to shift it's focus based on momentum.
GPIX and GPIQ track the S&P 500 and Nasdaq 100 but lag those 2 indexes a little to create a blended dividend yield of about 9% with most of that being treated as Return on Capital which is initially not taxed at all and gradually trends towards LTCG rates as your basis drops or when you sell the ETF. For me that tax efficiency is important since my Roth conversions are going to put me in the 32% ordinary income tax bracket for about 10 years until I finish at age 62 (I'm doing a 100% conversion). Also unlike a lot of the high dividend yield covered call ETFs, GPIX and GPIQ intentionally set a low enough dividend that you still have capital appreciation, you are not spending down your initial investment to create unsustainably high dividend yields.
For me, it is:
SCHB as the core.
SCHF, SCHG, or FTEC. A good supplement option.
SCHD.
Professor, what about brokerage accounts for education? Which model would work better for this format?
I am confused. In an earlier video about Roth IRA holdings you list VOO AND VTI. You also list the same VOO AND VTI IN THE TAXABLE ACCOUNT.
I do not understand how they can be in both accounts and be best for both accounts
Hi Professor G! Is TDAQ as trustworthy as QQQI
If you're in your 30s or younger SCHD should be in your Roth, not in a brokerage due to tax advantages
No disrespect Prof G, but a year ago you had a video on the only ETF's you need! So a year later, you changed and in six months another video. This is because you have to keep your channel relevant. People need CONSISTENCY, especially over 60. Integrity is hard to find on YouTube.
I'm 39 years old and did exactly as Nolan suggested – 25% VTI, 22% QQQM, 10% SMH, 10% VXUS, and 33% VTV (Would've chosen SCHD instead of VTV, but my brokerage doesn't have it). Invested 10k in it contributing $200 per month, and I'm going to ride this out for as long as I can.
There seems to be some conflicting information from a previous video you uploaded 2 months ago about the 4 best ETFs to invest in, which I watched first. From that video, you had removed International ETFs and replaced it with a broad market ETF, saying that the foundational ETF are already global companies. Do you recommend doing an international ETF in this video because of tax reasons? Some clarity would be nice
I'm fully retired in Mexico. I get 100% Veterans disability, so that's about $4,300. My wife decided to sell her house and we put that in a taxable brokerage, so we have about 270k in a taxable brokerage. We get just over 5k/month in monthly dividends by doing cyclical dividend capture with JEPQ and QQQI. We get just over 2k from JEPQ and around 3500 from QQQI. Every month. And, yeah, we get taxed on that income but we're making income without going to work. We live in Mexico and we go golfing, not to work. Somehow we got an 8k refund on our taxes, as well.
I have just bought some DGRO to go along with SCHD, SCHG, VTI and XLV. What should my % be at age 64?
Here comes the assboy.
Good post, interesting! What do you think of substituting SPYI for VOO?
Absolutely, but probably not a great time to invest
7:44 Great why didn’t my greaat grandparents didn’t invest in 1929 😂🥲🙃
SCHD and any dividend fund is horrible to hold in a taxable brokerage. This guys makes no sense. Don’t buy bonds because they distribute a monthly coupon that gets taxed at regular income tax but SCHD is okay. Guys, low yield investments such as growth funds, sp500, Berkshire Hathaway if you like single stocks are best in a brokerage. If you just gotta have bonds, municipal bonds best in a brokerage.
Would you consider QQQI to fall under the Broad segment?
You are way behind the times. Nobody uses JEPQ in a taxable brokerage when you have funds like QQQI which use 1256 contracts to make it tax advantaged. Well at least you didn't use QYLD as an example.
The Neosfunds ETFs are eating JP Morgan’s lunch with far better tax treatment and greater yield and higher returns
Why does this guy look like Topher Grace ? Even sounds like him.
What do you think about HIMU for bonds in a taxable brokerage? It's mostly federal tax free interest, due to municipal bonds, and has a lower expense ratio than most of its peers
Lol I have followed your channel off and on. Content and optional strat is … good to research, understand, and promote some understanding.
The over all strategy is short term.
Not saying it's wrong on an extreme upside or downside, just … off for a 10 year, 40 year investment strat
Is the benchmark/ETF tracking error something you consider in your analysis of these ETFs? Why or why not?
unlike JEPQ, QQQI has a higher non qualified dividend payout. Neos funds are worth a look in this area.
Para el internacional es schy puede hablar sobre el etf