The Biggest Problem in Investing Right Now

Ben is the hero we need!

I've tried to stay patient, changed strategies, and even taken breaks, but my account keeps going down. It's frustrating watching others succeed while I'm struggling to stay consistent. Is trading even real, or am I missing something important?

Yes

did you get a hair transplant

Ben Felix videos are free lunches.

its a fine line between optimism and bullshit

This is a financial advertisement guys.. you can make it 22 minutes long and provide other value. But he is advertising his own employer (owns a stake btw).

Thank you Ben for setting the record straight on these BS products! So obvious yet even well informed investors can fall victim to these investment schemes (in some cases scams)😉

I wonder if the massive Space X IPO poses any risk to index funds as well. Pension funds are supposed to buy it, even if they don’t want to.

Covered call etfs are just fine if you know how to use them and what to expect via stock behaviour on ex div days. Can be a lot less riskier than having to unload 100 shares of a position, which is likely all of it.

The biggest problem in investing is the persistence of American school systems in avoiding compulsory education on it. This is also true of rights during a Terry stop. We need to educate our citizens.

Is a tech etf like qqq considered a thematic etf?

as a overconfident high income individual i feel called out.
also i lost quite a bit of money activly trading in the past.
i still have the itch to "do it better this time"

Theme ETFs have been good to me when used as a easy way to tactically hop on the latest bandwagon. SMH and SOXX were, and are, obvious alpha generators. Will I still own a Semis ETFs in 12 months ? No idea. But I know I'm ahead of the index because of them. If you are active enough to Shop for ETFs, then you must be active enough to buy/sell them tactically. Ben talks from the long-term perspective, so I get why he'd bash theme ETFs.

Every billionaire I know invest all their holdings in index funds. They are the greatest investment ever. Good thing it’s what my broker dealer wanted me to sell and my commission was sweet. I got you!!!

I believe snp500 clarified that it isn't diluting its criteria for IPO inclusion. Can you make one more video about which index funds are safe and which are unsafe wrt to quick IPO inclusion?

Is there something like pre-boom Thematic ETF's? I would totally work with you to create products like that that seek technologies that many companies attempt but may still fail as there is no boom yet.

Great video! You adressed the SpaceX IPO in a previous video so I think it would've been good to , in this video, that index funds and other forms of "passive" investing can be gamed by those that "know" their product will just have ot be bought.

I remember when some brokers wouldnt let you trade options unless you took a derivatives course now they're being peddled to the bottom barrel retail traders. Wild.

It boggles my mind that these kind of funds are so popular. If these investors really had such a good alpha why not just close the fund to outside investors and run the strategy with their own money?? Why solicit unsophisticated retail investors??

I have never had as much success as I have had with just buying index funds XEQT , VFV (or similar ETF). Sure I have a few ten baggers in my portfolio over 20 years with META, BTC, NVDA etc. but when I factor in the the amount of losers, borrowing interest, management fees etc, I would have been better off or at least as well off had I just thrown everything at a low cost ETF. This is 100% my strategy going forward (of course I will still buy single stocks because it's fun but only with much smaller position size).

SpaceX anyone?

You covered so much things. Funny enough, i talked about this in my recent book on "exposing the American investment system. For those who cares, it's link on my bio.

I really like wealth simple. But I could see the increase overtime of their ads of what could be considered bs financial products.

Shots taken at a company that claims to "Simplify" wealth in Canada 😂

Glad I am not falling for those pitfalls anymore… I used to be financially illiterate but thanks to you and a brunch of other YouTubers I learned ❤

What is your perspective on holding Managed Futures Funds like KMLM and DBMF? I like the idea of diversifying outside of the traditional Stock/Bond markets

Yo yo!! What do you think of ProShares and their flagship (leveraged) ETF…. TQQQ? It’s the largest levered etf on the market measured by AUM. Scam or legit?

Thanks. Ben for this is the type of content I wish I had when I first started. Clear guidance, straightforward explanations, and strategies that are actually useful for beginners entering the crypt0 market or stock. I started investing at 38 with very little experience and a lot of hard work. Today, at 49, I’m proud to say my passive income exceeded $400,000 this past month a milestone that once felt impossible.

I'm so deep in CAGE and it feels so comfortable to watch all the mania.

But what about my darling MSTY? ☹️

What is your thought on thematic funds that are less obviously bullshit. e.g one that covers an entire sector of an economy like Technology? Or ETFs that are for a specific country / region of the world

this guy is so made FOR BLACK MEN

20:27 You "respect that"…? 🙄

If you want to grow & preserve your wealth, STAY AWAY FROM OPTIONS!!

Ben “buy covered call etf’s” Felix strikes again!

If I had a higher income, especially compared to my financial knowledge, I bet I'll succumb to some of these too!

Let's hope those new dimensional ETFs survive that 15 years mark.

Big respect, thanks Ben.

Private equity in real assets does a pretty good job of smoothing portfolio volatility while offering comparable rates of return to long-term equity market returns fairly consistently. The chief reason is the NAV is not subject to the emotional whims and cognitive biases of market-moving traders in the short run. This is a key reason why this kind of allocation features fairly prominently in pension portfolios. It isn't the majority by any means, but it's certainly more than sliver of the asset allocation. Adding private equity (particularly in real assets) isn't about improving returns – it's about improving risk-adjusted returns.

Ben give us your opinion on SPMO and Momentum Strategy ETFS.

Amazing

Great episode. How about diving into the heavily marketed structured products including principal protected structured notes, index universal life and fixed index annuities. With all those upside caps, loan provisions, it’s a hot mess of low returns, and one of the most complex advertised products in financial history. You could have a whole show just on this…

Get to the point and stop repeating the same info.

Ben, I invest only in ETFs. Typically all of them are through Vanguard. I do borrow margin at four and three-quarter percent but the average return on the portfolio is more than double that.

Correct me if I’m wrong, but I don’t think I’ve “violated any of the rules” you’ve laid out here.

I certainly do not use the margin to trade. It’s just sitting in there earning interest for the company, but also increasing my yield.

thank-you for this service

The only private equity worth owning is a business that you built and have control over.

Margin loan is a fine tool to buy a car and house provided your loan to value is below 20%. Index funds are the best collateral of margin.

But it’s dangerous for regular people using it to buy meme stocks.

Ironically the people that are using margin have no business using it, and the people that should use it don’t

Ironically the people that should use margin the most don’t use

I am wondering if the masses will be left holding the bag as part of their ETFs after the IPOs of these companies?

when you say margin accounts, do you just mean using borrowing on margin loans? i have a margin account but don't borrow, it's basically a cash account that i can buy and sell same day without restrictions or like free riding or good faith violations