The Perfect Investing Strategy (Stupid Simple and Proven)

If we could only hold three funds in our portfolio, which would they be? For starters, we'd look for passive funds, since 95% of active managers can't outperform a benchmark over the long term. Next, we'd look for funds with the lowest expense ratios, since that's the strongest indicator of outperformance according to Morningstar. Finally, we'd decide on our allocation. How much do we want in U.S. stocks? International stocks? Bonds? If you want to see what we came up with, you'll have to watch the video!

RESEARCH PIECES USED IN THIS VIDEO:
1. The Nanalyze Disruptive Tech Investing Methodology
https://www.nanalyze.com/nanalyze-pre...
2. Investing in 2023: It’s All About Managing Risk
https://www.nanalyze.com/2022/12/inve...
3. Quantigence – A Dividend Growth Investing Strategy
https://www.nanalyze.com/dividend-gro...

CHAPTERS:
00:00 Intro
00:45 The impact of passive funds
01:42 The importance of low fees
03:14 International diversification
05:15 What about bonds?
06:21 Deciding on weightings for your portfolio
09:41 Adjusting your portfolio to your goals
11:04 Summary

ABOUT US:
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#stockmarket
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