what is up YouTube!!!!! hey what's up guys Mike the CPA here and we are back for a
very special video thank you so much for coming back and check it out money in
life TV we are glad to have you here especially my sidekick chipper who's
coming to me what is it because in today's video we're gonna be talking
about the very best performing Vanguard ETFs of 2018 these are the best
performing ETFs through May of this year and I am excited to share them with you
I've got a couple ones I've shared with you before in previous videos but also
some new ones as well and these are the rockstars I don't know if you guys knew
that Vanguard has some rock stars but these are the rock star ETFs for
Vanguard of 2018 and we're talking about that right now
and as always guides a spreadsheet you're gonna see in this video is
completely free that's right your favorite four letter F word mine as well
it's completely free for you to download I'm gonna link it up in the description
section of this video so make sure to download it for yourself and you can
review the data at any time you'd like alright guys this is how this is gonna
work especially if you're new to this channel welcome what I like to do in
these videos if you have not seen my previous Vanguard videos is I'm gonna go
over each fund one by one then we're gonna look at the stock holdings all of
all four of them there's four in total that we're gonna pick compare against
each other so what so we can understand what these ETFs own and then in the last
part we're gonna actually look at the comparison we're gonna compare all four
together I've if you've seen my Vanguard videos before well thank you for
watching and thank you for tuning back in I've made a few tweaks to the
spreadsheet you're gonna see later on in the video so make sure to stick around
and check it out let me know if you like the new format especially in the way we
compare them and I got some new data here for you guys so the first one we're
talking about is VCR no no not the VCR that you stick the movie into no no this
is the Vanguard consumer discretionary ETF so this is of the top four
performing of eighteen this is the first one now they have research for all of
these guys is 5/8 of 18 so we're a little bit into the month of May and as
you guys know the performance of these investments can change throughout the
year but I would highly bet that at least one of these if not more of these
will still probably be the top performing of 2018 it for Vanguard
in my opinion so but we'll have to see as the year progresses VCR this this
consumer discretionary ETF so what's got it so the yield in these things guys is
very small because these are really like growth type of ETFs and so you're not
gonna see much of a dividend yield from these things but growth is what you're
gonna get so if you're looking for growth these are ETFs that I would
recommend checking out on your own time and doing your own research on one of
the new items I've dropped in on each tab of these spreadsheets guys is the
beta for each of these ETS that's right just like a stock an ETF has a beta as
well if you do not know what beta is you're
looking at me you're like what the heck is that don't worry especially for noon
and investing I'm gonna link up a description or link to what beta is down
below in the description section below this video so you can read that in your
own times to get a better understanding of it okay so your today return I've is
4.7 percent so far so we're about five months in or about little bit over four
months have passed and this thing has around a five percent rate of return
this has been in existence for 14 years I've included the product summary not
gonna read this to you guys so you guys can obviously read this in your own time
because I want to get through this video pretty quickly
so let's go down the the pipeline here so currently this one VCR it's running
at about a hundred and sixty three dollars a share right now for each share
of this ETF so if you want to get in that's what
your initial buying price is around right now as of the time of this video
now these are the average annual returns notice this is through the month of
March 31st and as you can see here it's four for one year for one whole year
from May - May it's gone up about sixteen percent three years we're
looking at about ten or eleven percent five years about fifteen percent ten
years is about fourteen percent so what this basically means guys is that this
is you're getting these average returns every single year so since inception and
this thing has been around since 2004 obviously as you guys can read that and
it's got about a ten percent rate of return every single year and in the past
year it's been stellar of course last year the stock market went way up and
it's been great okay moving down the line here let's see what this thing owns
the top ten holdings now how can you go wrong with a top five lineup of this so
you're looking at in the first five stocks you're looking at Amazon what
person does not want to own Amazon I know I own Amazon individually in my
portfolio it's my best performing stock Home Depot you know Home Depot com we
all need to be able to renovate our homes fixer-upper homes and it's pretty
hard to shop for that stuff online so I like the fact that I host Home Depot and
I wish I personally still owned home be Depot but I don't so
maybe I should be buying this ETF and then Helens Comcast that's the next one
and then it owns Disney and as you can see Incredibles 2 is coming out so it
owns Disney and Netflix Netflix is one of the best stocks of this entire year I
think year to date Netflix individually as a stock is already up over 60% the
last time I checked but check my numbers so it owns some
pretty stellar stocks let's go back to the sheet and as you guys can see here
you can read down the list now one of the things I've done differently oh and
notice these 10 stocks represent 50% of the assets within this ETF so it's
pretty heavily weighted in these 10 investments and I've lit owns a total of
367 stocks and I've listed the top normally I would list the top 100
holdings but going forward I'm similar to the top 50 and you can read them all
right here and owns a bunch of large corporate blue-chip type of stocks which
I really really like okay so that's VCR let's move on to M G K M G K so this is
the Knicks rock star of this ETF and this I've actually talked about MGK in a
previous video if you guys have might have seen my Vanguard Growth Fund video
it's on the for Vanguard growth ETFs that are specifically designed for
growth there's there's two domestic growth funds that are for the US and
there's two international growth funds as well
so if you haven't seen that video here's the thumbnail for it but I can link it
up down below and you guys can go check that out and it talks about the
Vanguard's funds that are specifically designed for growth alright MGK was one
of my favorite in that video and like I said that the yield on these themes guys
it's it's it's very small and oh just so you guys know the fees I don't have the
fees listed right here oh I guess you can see it right here in the summary see
where it says expense ratio it's point zero seventh of a percent and so your
dividends are gonna cover the fees which I love that I love that so this is the
beta it's a little bit more volatile at one point one not not extremely volatile
though it has year-to-date return of five point one four percent
and years in existence is 11 years so it hasn't been around as long as some of
the other ones but it's doing pretty well
it's one of vanguards very best ETFs in their entire lineup
all right links own I forgot to mention guys especially if you're new to this
channel on these Vanguard videos this link right here if you click it it will
take you right to the actual fund itself if you want to review the fund detail so
see how it takes you right here this is where I got the majority of the
information for this video it's all coming directly from the horse's mouth
which is Vanguard the horse is angered alright let's go let's go ahead and
continue on let's move down here what about rates the returns for these things
because that's what people are really interested in okay so in the past year
it's gotten about a 19 percent rate of return in a three year period it's got
about a twelve percent rate of return let me zoom in a little bit so you guys
can see better five years it's average is about fifteen percent over the last
five years ten years return is about eleven percent and since inception 9.8
nine percent so most of these are gonna since inception average about that ten
percent however the the one year the three year the five year that's all
gonna differ so this is the MGK and what the heck do they own now back at the end
of the year you guys might have remembered if you've seen my Vanguard
growth ETF video this I kept this in here so you can kind of see that
Vanguard regularly updates their indexer which which I should say how they
allocate the money within this ETF because as you guys know an index fund
mirrors and index right an electronic an exchange-traded fund such as this but
then it's up to that investment firm which event its Vanguard in this case
that they decide how they're gonna allocate that money within that index
and of what stocks get the most weight so in there in this case as you can see
as of 1231 some of these have changed this is its number one holding and and
apples been doing fantastic this year in fact if you guys pay attention to what's
going on Apple they're actually using a lot of the new tax cuts from the tax
cuts and Jobs Act and they're repurchasing more of their shares so
there their stock has really been going up quite significantly and I own apple
individually and it's been doing very well Google is so when you see the word
alphabet that's Google okay then there's two plot there's I think there's two
kinds of Google shares there's Class A and Class B basically there might be
more I'm not an expert on it but that it owns Google and of course it owns it
owns Facebook you can't go around I mean Facebook has been doing great despite
all the controversy it's it's doing fine and then Home Depot and stocks like that
so this is its current holdings over here guys as of 3:30 118 and but you
know these can always change okay and they these 10 stocks represent 40% of
this growth fund ETFs assets and I've listed the top 50
here you can compare them I've kept this in here since I already had the day that
you can compare how their stocks and they own about 130 stocks total you can
compare how what's changed since December 2 now if you'd like to if you
really want to see what this thing owns ok now let's go to vb k vb k is our next
one guys and then v BK is vanguard small cap growth ETF and another rock
star we've we've been taught at least i've been taught that if there's a
smaller companies there's a larger chance they can grow an increase in
value faster than than larger companies like blue chips because they have a lot
of room to grow and so naturally i would expect this one to to outperform mg k as
far as a growth fund is concerned and it does and so far your date it has been so
yield is less than 1% on a dividend very small dividend but it pays for it's
gonna pay for your investment fees on this betas one exactly one so it's not
it's not an extremely volatile which I like your least in my opinion
year-to-date return it's already got a six point three nine percent rate of
return as of the making of this video and it's been around for 14 years so not
bad let's go down here here's the overview and average annual performance
here we are this is what you guys want to see and as you've told me over time
show us the returns on these things okay one year we're looking at
17.3 9% three years eight and about eight percent five years 11 and a half
percent 10 years 11 percent and since inception about nine point three seven
percent so all all great returns on these things year-over-year and because
remember guys this is the average annual performance and so every year like over
the last ten years you're getting at about an 11 percent rate of return every
single year which is like 10 times or 11 times what the bank will pay you so it
makes a significant difference over time and you building your wealth and me you
and I building our wealth if we can get higher rates to return every single year
and have our money outpacing inflation is very very important and so I would
feel pretty comfortable putting parking a large amount of money over time rather
than putting a lot of my money in a savings account I would I don't I feel
like this any of these might be a good investment alternative to grow up your
money quicker but not worry too much about the losing of money either just
like this is one of the other funds that was in my Vanguard Growth ETF and I've
so I've kept what was in there in December and here's what's in here now
as of 3:30 118 so it owns now these are smaller companies so some of you might
recognize the name some of you might not it's alright I dug a little bit into it
so Copart inc cuz like what is that it's actually an online salvage leader in
auto and insurance then it has TransUnion which is you guys know is the
credit reporting agency then we have the Old Dominion freight line Inc so if I'm
like what does Co part Co parts pretty cool so this if I can find it here's the
co parts website guys so this is the company's website itself and it sells
thousands and thousands of caudal parts and sells vehicles as well so it's
pretty cool what they do and there's TransUnion they they're the ones that
you know saying check your credit score for free that's what they do check your
credit score folks and then the Old Dominion freight line company well here
it is they are a shipping company that ships things around the globe so pretty
cool I always find it fascinating to learn
about some of these companies especially the smaller
because there's a lot going on out there that we just don't know about at least I
feel like I don't know about so I'm always learning something every time I
make one of these videos alright moving on so here's the top 50 holdings just
like it promised you guys on all of these oh I almost forgot to mention how
many stocks this thing own apparently the fund manager whoever decides how
many investments to choose in this fund really likes the number of the beast
scary scary okay moving on moving on let's go to let's go
Levesque one so if the best-performing Vanguard ETF of this year the very best
bgt and mandu I wish I knew about this one earlier on but I just discovered
recently VGT Vanguard Information Technology Fund
beta is a little bit higher than 1% r1 I mean your to date return it's already at
a 10% rate of return your to date and we're only in May in a one year period
this thing has produced at twenty seven and a half percent rate of return holy
after three years it has averaged about 18 to 19 percent per year after five
years twenty percent rate of return on average return after five years of 20
percent rate of return ten-year average of 14 percent and since inception about
10 percent so in the last five years this thing has averaged about 20 percent
per year nice very nice okay so what kind of companies is this
beast owned let's take a look all right it's number one holding this Apple the
then Google followed by Facebook followed by Intel followed by the number
one job replacing machine the creators of artificial intelligence Bitcoin
mining champion and Vidya oh my goodness and it even owns things like visa and
what in the hell is wrong with that guy he is way too excited to be going into
debt he must be buying something really really enjoyable
alright guys in of the top 10 holdings 55% of their portfolio is weighted in
these timber investments so they're very heavily weighted in technology just like
their name implies alright now let's go over to the part of the video where we
compare all the stocks against each other so let's look at the stock
holdings real quick guys alright this is the part of the video where we compare
this top 50 stock holdings against each ETF that we've shown in this video and
wherever there's green that means that the other funds own it as well so as you
can see these stocks in green Amazon is very popular apples very popular
Facebook's very popular Google many of them owned the exact same stocks
especially especially these three MGK VC R and V T however notice that vbk hardly
anything is similar why is that because they own very small companies whereas
these guys own very large companies so that's why vbk does not have any
duplicates right here but yeah I mean when I look at ETFs if you're just a
quick tip if you're trying to figure out well what's if you want to buy
individual stocks well this is a pretty simple way to kind of see what stocks do
very well and the fact that Vanguard the one of the largest
investing institutions in the world has these stocks in multiple versions of
their different ETFs gives you a pretty clue pretty clear indication of what
stocks might be good to buy individually don't just something to consider not
saying to do that but just something to think about all right and last but not
least we are gonna compare these rock stars to each other
okay guys now let's go over to the final part of the spreadsheet my favorite part
is where we compare all four of these funds against each other let's go take a
look right now so I've changed the format a little bit I was able to fit
all of them on one tab so that we can compare all of them on screen and we
have I've listed them all right here and I've listed the average annual return of
each one so that you can see them all on one screen all together and you can see
the yield the beta its etc it's all there for you and as you can see
year-to-date it's very clear that VB km v GP are the
leaders so far year-to-date however over a 10 year period though guys definitely
VG TN MGK our fantastic stocks are fantastic ETFs I mean now
you just have to remember MGK in the long run might eventually overtake vgt
we'll have to wait and see this has been around MGK has been around for 11 years
where V GT has been around for 14 years but solid solid ETFs I would expect any
one of these by the end of this year to be the best-performing Vanguard ETFs
year if I was gonna put my money on it if I was gonna put my money on which ii
would probably do that i'm gonna guess it's gonna be v GT or mg k so we'll see
how this smaller growth one does throughout the year but my main choice
would probably be V GT if you're looking for solid growth I mean guys that owns
fantastic companies I don't see Apple going anywhere
you know visa and Vidya these are companies in my opinion that are here to
stay Microsoft those are it owns fantastic companies those companies for
the most part I've been reporting fantastic earnings and they have
provided some of the most stable solid growth year after year after year if it
works within your portfolio now always remember you have to consider risk you
know what type you know your age your how much risk you're willing to take can
you afford to invest this money can you afford to lose it now what I've done
just down here is I've from Yahoo Finance I've pulled the graphs so that
you can see the different graphs charted out on on screen so that
you don't even have to go to Yahoo Finance to do this I've done it for you
guys here's the 5-year comparison as you can see VCRs done pretty well over the
last five years and so it's the gray the gray line is VGT VCR is the blue line
and MGK is the red line and of course purple is vbk so I've color-coordinated
with the color of the tabs down here so it's easy to see here's the five years
the max comparison so this the max comparison would be like eleven to
fourteen years in this case cuz I think 14 years is the longest these ETFs have
been around now notice vgt is at three hundred nine
percent return so if you have been fortunate enough to start investing in
vgt back then you would have tripled your money tripled whatever you put into
it so ten thousand would be thirty thousand one hundred thousand would be
three hundred thousand you guys get the idea but look at all the other ones you
would have easily made your money two and a half times what it was had you
known about these back then but as far as I can go far as I know I think these
things have a bright future and look it over a two-year period guys vgt has
averaged or has gotten about a seventy four percent rate of return it's pretty
insane it's pretty insane so it's doing fantastic alright guys I hope you really
enjoyed this video I hope you got something out of it
remember this spreadsheet is free to download so make sure to download it I'm
gonna put a Dropbox link in the description section down below
or you can look at my website money in life tv.com and you can find it there as
well if you're new to this channel I just want to say welcome thanks for
sticking through me with this video and I hope you guys got some out of this if
you want to see more videos like this let me know by hitting the like button
make sure you hit that like button and I would love to hear from you guys in the
comments section so please drop a comment before you leave it'd be great
to hear from you let me know what investment you would be thinking about
investing in of these four which one do you think you would go with and why I
would love to hear from you guys so let me know in the comment section down
below make sure you subscribe to my videos so that you do not miss any of my
future investing videos I'll be doing videos in the future about more Vanguard
funds fidelity funds individual stocks and things like that as your
as you guys know one of the main pillars of this channel is also about taxes
because I'm a CPA in real life I've been doing taxes for seven years and I've
been an investing for about four years so in the markets consistently every
single year so make sure you follow my videos by hitting that subscribe button
alright guys I really hope you got something out of this video I hope that
took away some of the confusion of what ETFs to be looking at in Vanguard which
ones are doing well I've done the research is right here for you
we'll see how the year progresses if these four stay on top for the rest of
the year I'm really curious to find out but we will know by the end of this year
and I'll probably do a video on that to see how it all panned out in the end so
if I can make any improvements in the spreadsheet guys let me know but I love
you thank you for taking time out of your day to spend time with me here on
YouTube I always appreciate it and I got a run but I hope you have a wonderful
day and a wonderful weekend no matter where you're at all right
peace guys
big
good
we stopped
For more infomation >> STORIES OF THE MEDITERRANEAN FOREST | The Armourred Warrior - Duration: 49:26. 
For more infomation >> Essa Planta DEVOLVE Sua VISÃO, Limpa o Fígado e Previne Essas 5 Doenças - Duration: 2:42. 
For more infomation >> [3.3] Chris Wilson Baeclast - Zusammenfassung - PoE Path of Exile [german] - Duration: 5:32. 
For more infomation >> San Antonio, Texas and the Voyage Home - Duration: 36:45. 
For more infomation >> ردة فعل الامريكان عند تذوقهم المقلوبه العراقيه || مطبخ ماما سعاد EP2 - Duration: 12:28. 
For more infomation >> 구본무 회장 별세, 구연수 등 LG 그룹 가계도와 동생 구본능 희성그룹 회장 아들 구광모를 양자로 들인 이유? - Duration: 6:14. 
For more infomation >> 8 BÀI TẬP TĂNG KÍCH THƯỚC VÒNG MỘT SIÊU NHANH CỰC ĐƠN GIẢN - Duration: 6:59. 
For more infomation >> Get 10.000 V bucks Glitch
For more infomation >> Top 12 des avantages pour la santé de la goyave | Santé 24.7 - Duration: 12:45. 
For more infomation >> Lyrical Son ft. Blleki & Mc Kresha - RRUGA NCLUB (EDM REMIX) - Duration: 3:04. 
For more infomation >> On a trouvé la boisson pour éliminer l'excès de graisses dans le ventre, les cuisses et les bras - Duration: 8:27. 
For more infomation >> 10 choses que vous ne savez pas sur l'orgasme | S.Jill Vargas - Duration: 10:36. 
For more infomation >> [FREE FIRE GARENA] | SOLO RANK BẠCH KIM TOP 1 -11 KILL[ PUBG MOBILE] - Duration: 13:40. 
For more infomation >> 【獨家】前首相夫人羅絲瑪向媒體說出這一番話.....狠狠的打臉了巫統們！ - Duration: 16:52. 
For more infomation >> 【獨家】前首相夫人羅絲瑪向媒體說出這一番話.....狠狠的打臉了巫統們！ - Duration: 16:22. 
For more infomation >> 10大女生討厭女生の類型（男生別攻擊本宮喔！）GIRLS HATE GIRLS｜WONDER QUEEN 陳真善美 - Duration: 7:42. 
For more infomation >> 경량화의 정석, 로터스 엑시지 스포츠 350 - Duration: 4:41. 
For more infomation >> 폭스바겐, 골프 GTI & GTD익스트림 에디션 출시 - Duration: 4:39. 
Không có nhận xét nào:
Đăng nhận xét