Market Bytes

SCHD is one of the most popular dividend ETFs out there, but its performance versus the broader market has some SCHD investors wondering if it’s still worth it in 2024. In this video we break down why people are questioning SCHD and how we can know if it’s the right ETF for us.

00:00 SCHD versus the market

06:29 SCHD’s reconstitution and methodology

08:18 How do we know if it’s the right ETF for us?

NVIDIA has driven the sentiment in the market for at least the past year. It’s also up over 200% and has outpaced the S&P 500 by 7x over that timeframe. I’ve ignored Nvidia for a long time just assuming that it was a crazy bubble stock, but I finally decided to dig into it and see what it’s all about. This is what I found.

00:00 Analyzing Nvidia

02:02 Understanding Nvidia’s business

04:53 What are some risks to their business?

06:05 Understanding AI chips

09:16 Understanding semiconductor companies

15:06 Valuation for NVDA

16:27 Overall thoughts

Financial scams are everywhere. No matter where you go on the internet or social media apps, people are constantly trying to separate you from your hard earned money. In this video we talk through a WSJ article about scammers using the likeness of billionaires such as Bill Ackman and Cathie Wood to try to con Facebook users and what we can do as investors to protect ourselves.

00:00 Scammers are impersonating billionaires on Facebook

08:24 How the scam worked

09:33 Why we will see more of these

10:47 What can we do about it?

If you want to read the WSJ article for yourself, it’s here: https://www.wsj.com/tech/fake-bill-ackman-cathie-wood-scam-a8df6ce7

In 2021 stocks and bitcoin were at all-time highs, and retail investors poured money into the markets. That didn’t end so well. Here we are again in 2024 and Nvidia, AI, and Bitcoin are driving all-time high market prices again and retail investors are getting back involved. Will it be different this time?

00:00 Retail investors are back for Nvidia, AI, and Bitcoin

04:00 Is this market like the 2021 bubble?

08:10 What should investors do about it?

As investors we spend a lot of time doing research, analyzing performance and valuation, and trying to understand the financial news. But did you know that there’s a simple one ETF investment plan that actually works for most people? In this video we talk about that plan, why it works well for the majority of people out there, and how it stacks up to other popular alternatives.

00:00 The Simple 1 ETF Investment Plan

01:46 What does the data say about investor needs?

04:35 Why the S&P 500?

07:59 Alternatives to the S&P 500

10:41 Why this method works

Apple’s stock has been struggling in 2024 and all the news surrounding it has been negative. Is Apple’s Era actually over? In this video we talk through some of the recent issues, determine what’s noise and what’s worth worrying about, and I give my thoughts on the stock’s future.

00:00 Apple Antitrust issues with Spotify

04:44 The Apple Car project is shut down

05:57 What is Apple doing about AI?

10:49 Apple vs Meta

13:11 What are Apple’s growth prospects?

In this video we walk through my entire dividend growth portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $264,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools.

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Read Warren’s most recent letter here: https://berkshirehathaway.com/letters/2023ltr.pdf

Warren Buffett released his Berkshire Hathaway annual letter to shareholders over the weekend, his first after the passing of his long time friend, Charlie Munger. In this video we go through the annual letter, talk about the major takeaways, and what it means for the future of Berkshire’s stock.

00:00 The Architect of Berkshire

03:32 Expectations for Future Growth

08:25 Even Warren is Wrong Sometimes

11:26 The Show Goes On

The Wall Street Journal had an article about how People Under 40 don’t really like or relate to Dave Ramsey. As I was reading it, I felt like there were quite a few good lessons we could take from it. In this video we go through the article, talk about the points I thought were interesting and what valuable advice we can take from it.

00:00 My thoughts on Dave Ramsey

01:35 Younger people have increased amounts of debt

04:03 Learning about money

05:39 Are credit scores important?

07:20 Is the debt snowball a good method?

09:14 We can learn from everyone

I added two stocks to my portfolio last week. One is at a 40 P/E and the other already almost doubled over the past year. What am I doing? In this video we break down the stocks in detail, talk about fundamentals and valuation and what I’m monitoring for them going forward.

00:00 MSCI’s Business

04:45 MSCI’s Valuation

07:46 GOOGL’s Business

11:55 GOOGL’s Valuation