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FINANCE PROFESSOR EXPLAINS: Best Way to Invest Large Chunk of Money

Investing Simplified - Professor G 46 views

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No indexing……
Comment from : @Fritz2personal

Great video, thanks!
Comment from : @katherinechang7652

step finance is all about the bigger picture , they’re not just focused on the short-term wins, It’s about building a sustainable financial system, and I’m here for it Would love to see more on how they’re planning to grow in the future,
Comment from : @CarinHand

Thanks for the video and very proud to see a fellow Portuguese person hustling out there and doing well Good luck!
Comment from : @FrankLuis-q8y

What do you think 🤔 about,KBWD ETF and REM , ULTY ETF & GDO ??
Comment from : @Trv-r8m

Dollar cost average over 10 months huh? Not 10 years? Not 20 years?
Comment from : @inertiaforce7846

Thanks Professor G I’m coming into a windfall, exactly the video I was looking for
Comment from : @slugwaffles

I have about 5-10 years to retire I have a lump sum of 100k and monthly I can dump in like 5k for investment Should I put all 100k into market now since I plan to invest 5k more each month as long as i have income Thanks
Comment from : @amandafoo3930

Since I’m becoming a Firefighter, I don’t really need to have a 401k So I’d prefer to take that 20k and invest it in my personal investment account for a future house
Comment from : @CaptainProx

Rolling an old 401k into 3 of your recommended ETF’s this week All at once Thank you for the video
Comment from : @VZrover

Great video professor G! How does this apply to 2024-2025 with more than 60 of economists expecting a recession ? Would you not Lump sum at all, DCA a small portion every month & keep some cash aside incase a recession happens, prices go low & opportunities arise ? Thanks again!
Comment from : @happy1wandering

Do you believe or is it even possible that it will continue to grow 10 on average every year forever? My dumb mind cant comprehend how thats possible
Comment from : @NikuaRanger

How about one of the 5 savings accounts what would be the expected appreciation?
Comment from : @ALowe-d1d

Great vid man, Im putting $30 a day into s&p 500 and $15 a day into schd Should i split it so its a more even amount in each etf or should i focus all $45 on 1 of them? Not sure, because the dividends are obviously a plus being i would reinvest them every month but lmk what you think
Comment from : @RichyLucch

🎉🎉🎉
Comment from : @crossfitkindle6781

Ques for office hour:brCan we add in gold etf to our 3 fund portfolio (as additional 5-10)? Thanks in advance 🤝
Comment from : @shahul7862

Do you know of a good forward looking tax planner for people thinking of retiring Many people have large chunks of money in their 401k's and traditional IRA's that they've saved in all their lives When thinking about retiring possibly before 65 years old its pretty difficult to plan how to start pulling money out, possibly delaying Social Security, and the tax consequences of all of this There seems to be many people on youtube channels describing this issue and saying they have tax planners for sale, but when you call they are just trying to manage your portfolio for a fee Can you recommend a good software package for individuals to create a "forward looking retirement tax plan"?
Comment from : @investingwithpurpose5404

Is it good to keep etfs like VFV and XIC in my TSFA or my RRSP?
Comment from : @Smallpockets0

🤔
Comment from : @elvisrojasm21

Things that should be taught in high school Personal finance & investing If i learned this stuff 30 years ago I'd be in a much better place
Comment from : @jacobside2656

Hey next schd video mention how lots of investors have it set up on a drip so its always buying back shares virtually with the divedends its producing that might be why it recovers so fast after ex div dates
Comment from : @petervigna3579

Great video however I’m 66 and retired Is this and your 3 fund plan a good choice for older folksbrI’m stuck on what to do with a chunk of my retirement
Comment from : @Jeff-Dr

There's another variation DCA only when there is significant price movement This prevents buying repeatedly at the same price before a drop But you get to participate in price increases and decreases
Comment from : @yannik9341

Good strategy for risk management Professor G Thanks
Comment from : @JPSaintGermain

Possible Office Hours Topic: If people should take the penalty and take out the money stuck in work’s ERISA account and invest it outside of work’s retirement plan because it’s not being allowed to grow and compound with the money in their 403b? Thanks Professor G
Comment from : @ronaldrutledge1243

Not accounting for taxes, you have a lump sum to either invest or not each time the market opens at 9:30AM Choosing not to liquidate your holdings and go back to cash is effectively lump sum investing in whatever portfolio you’re holding, every day the market is open
Comment from : @CalmerThanYouAre1

I have a couple of questionsbrbrQ1: I'm outside of the us , i have a 4 etfs andbr3 stocks, i will be buying every month, eachbrwill cost me 2 dollars in fees, 14 dollars total abrmonth, what do you think about it honestlybrbrQ2: abt, vno and dvn, is it sustainable for a 20bryears run ?brbrQ3: is investing 500 dollars a month in the 7 stocks good or not wise , 500 in total not each brbrI will be waiting for your response
Comment from : @moali8910

Good morning Nolan How much $ would I have if I maxed out a Roth w todays input of 6500 and did that for 33 years on 10 percent return bro
Comment from : @reidbutler-sg7vf

Yes, but current savings and money markets are at approx 5 percent interest Would it make sense for an investor to grow a lump sum to put in for another year? 100k for 12 months at 5 percent
Comment from : @bryanharrell4059

Thank you for answering my question You have given me a lot of confidence in our system and also provided another great video
Comment from : @Sarge4419

Will you make a video on the Yieldmax’s etfs TSLY and OARK and their other ETFs coming out?
Comment from : @jakeklaver5054

Nice video I just learned what Dollar cost average is, lol And a great strategy in case a lumpsum of money comes my way Thanks, Sensei!😁🤑
Comment from : @gammaray7778

What's up with the rooster
Comment from : @JeffWilliamsWilson

How can one invest in a ROTH IRA if you are earning above the income limit?
Comment from : @bobsukki

This is how I’m investing into my Roth this year
Comment from : @JakeSlaughterr

I'm was dealing with this EXACT scenario about a month ago and decided to DCA just how you described I believe the market will def take a nice dip at some point this year, but i'm willing to be wrong, since the investment is going to be a long term hold Portfolio is loaded with VOO and now, SCHD thanks to your videos 💯
Comment from : @KING_TEEJ

If I would have had a teacher/professor like you back in the day… today I would already be a millionaire! Awesome video!
Comment from : @beowulf3303

Good video
Comment from : @timmytempleton2488

good stuff brother!!
Comment from : @jasonwright1861

Professor Cool Cut, great advice I have done both in 2018 I bought VOO @384 bucks 50k all at once now I buy 2 to 5 shares per month DCA! Right now I'm just kicking back and waiting for the 3rd and 4th quarter of 2023 Coach! It's about to kick off!!! Listen up people Do Not Squander this advice! There are 2 types of people those who listen and those that need to feel!!!
Comment from : @RB-je3yj

I invested a big lump sum 2 years ago Yea not fun right now
Comment from : @Dabearscubsfan

Great information! These days,the educational system doesn't teach you how to be financially successful, but how to borrow more and more and be broke most of your life
Comment from : @andreideac3962

Thank you I’ve been wondering this also
Comment from : @fxdnny

That was one of my questions yes 🙌🏼 and I like the idea of half & half since no one know what’s going to happen
Comment from : @catherinedesilets8960

I’m beginning to wonder if Jepi and schd are just paying YouTubers to pump the stock
Comment from : @devando223

Thank you! Love having your input I had this exact same question!
Comment from : @skittles2055

Thanks professor g
Comment from : @lilo4518

Professor G Amazing video 👏👏 Thankyou for your time
Comment from : @Kaosperez213

Dr G I LOVE YOU!! PLEASE SEND ME A HEART YOU'RE THE BEST 👍
Comment from : @gatoborracho4572

Excellent video Brother Thanks for sharing this information
Comment from : @willmallory9085

How would you choose to invest a large sum of $$?
Comment from : @NolanGouveia

A real formula that works is buy ETFs under the 200 EMA as much as possible 🤑🤑🤑 One caveat don't wait too long for that dipbut when it does go under, I now deploy more cash for optimal returns
Comment from : @BenJune09

I have been in the stock market for many years, and already have solid long-term positions I know the historical values as well as what I am willing to pay So dumping a few hundred thousand from the sale of real estate isn't difficult Currently investing money from a rental house, and hopefully the others will be up for sale soon Stocks are much less stress than rentals! 😓 Love the channel!
Comment from : @Duke_of_Prunes

Great vid Professor G brNeeded to hear this right about now I love your style and your philosophy regarding investing You advice is so practical and level headed, unlike many other “experts” on YouTube
Comment from : @69Tonyro

I think you’ve given us great options for all investing personality types! I personally don’t expect any significant lump sums of capital coming my way, but this is great information for those who do! Thanks for another great video! 😊
Comment from : @VanGoghGlobetrotter

Prof what would you do if you are taxed 30 in dividends and 0 in captial gain ?
Comment from : @ahmedalsadi0010

Your students are lucky to have you I wish my professors were like you
Comment from : @Governemntistheproblem

keep it up nolan the content is getting better and better good job
Comment from : @stefaneulenstein

Thank you for another great video! My cousin and I love watching your videos I was also telling my family how nice it is that you are literally a professor, but you also share your knowledge on Youtube to all of us! That is super generous of you and helps so many people! Thank you again for that advice earlier too, it already feels so nice not having that stress
Comment from : @brandtc7991

First
Comment from : @keranjangbelanjaan

Hey Professor G, I’m 25 y/o and potentially starting a new job with a start up company that would give me a significant pay raise, but they don’t offer a 401k benefit Is investing $500 a month in my Roth IRA enough in your opinion? Or should I try to do more than just my Roth?
Comment from : @OLongJohnsonRTR