If you’d like to discuss your finances with a professional, you can connect with Anick here: https://www.viderefinancial.com/contact

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Get your free verifiable CPD for this episode here >>>  https://www.dentistswhoinvest.com/videos/fact-or-fiction-is-the-sp500-the-best-index-to-invest-in-with-anick-sharma

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“Just put your money in the S&P 500” – it’s the internet’s favourite investing advice. But does it actually hold up? In this eye-opening episode, financial planner Anick Sharma joins us to unpack the truth behind this popular mantra.

We break down what the S&P 500 really is – not simply the 500 largest US companies, but only those that meet specific profitability and liquidity rules. This subtle detail has major implications for investors who assume they are getting full exposure to the US economy.

Anick shares compelling global data that shows how market leadership constantly shifts. The top-performing country one year often ends up among the worst the next. With the US making up about 61% of global market capitalisation, focusing solely on it means missing nearly 40% of global investment opportunities.

We also explore factor-based investing – a research-backed approach that focuses on value, profitability, and size. One strategy highlighted in this episode would have turned £10,000 into £151,000 from 1994 to 2023, outperforming traditional global portfolios.

For those preparing for retirement or major financial goals, Anick offers a three-part framework that balances returns, volatility, and emotional comfort – a refreshing alternative to one-size-fits-all investing.

Tune in now to learn why the smartest investors think beyond the S&P 500 and how you can too.

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Disclaimer: All content on this channel is for education purposes only and does not constitute an investment recommendation or individual financial advice. For that, you should speak to a regulated, independent professional. The value of investments and the income from them can go down as well as up, so you may get back less than you invest. The views expressed on this channel may no longer be current. The information provided is not a personal recommendation for any particular investment. Tax treatment depends on individual circumstances and all tax rules may change in the future. If you are unsure about the suitability of an investment, you should speak to a regulated, independent professional. Investment figures quoted refer to simulated past performance and that past performance is not a reliable indicator of future results/performance.

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