The Wealth Fix
Ryan A. Hughes & Peter Campbell
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Investing Made Simple: The 4 Best ETFs to Hold Forever
Wall Street has a secret they don’t want you to know: investing can be simple. The key to success—investing in low-cost, diversified, and tax-efficient index funds and ETFs. To set you on the right path, we share four of the best ETFs that you can hold forever. First on the list is IVV, the iShares Core S&P 500 ETF, which offers broad exposure to the U.S. stock market, including top companies like Apple,Microsoft, and Amazon. We highlight IVV's low expense ratio, liquidity, and impressive performance over the past decade. For international diversification, we recommend IEFA from iShares. This ETFtracks developed markets outside the United States and Canada, providing exposure to companies from Europe, Asia, and more. We discuss the benefits of international investing and the notable holdings within IEFA. Next, we explore SPAB, an ETF focusing on the fixed-income market. SPA aims to track the Bloomberg Barclays U.S. Aggregate Bond Index, offering stability and income through a diverse range of investment-grade bonds. We explain how including bonds in your portfolio can provide a cushion during market downturns. Lastly, we introduce AVUV, the Avantis U.S. Small Cap Value ETF. This ETFtargets the U.S. small-cap value segment, utilizing a unique approach to build an optimal portfolio based on factors such as undervaluation and profitability. We discuss AVUV's potential for long-term growth and its historical outperformance of large-cap stocks. Join us as we simplify investing and reveal the four best ETFs for long-term success! Want more financial planning tips and strategies? Subscribe here to be notified of future videos: https://www.youtube.com/@thewealthfix... Want a free financial consultation with trusted financial professionals? Get it here 👉 https://bulloakcapital.com/get-started/
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