Warren Buffett (the 5th richest person in the world) recommends investing in index funds.
But there are about 5,000 indexes to choose from, so here are my top 7:
But there are about 5,000 indexes to choose from, so here are my top 7:
1. $VTI (Total Stock Market)
- 5yr Return: 10.56%
- Expense Ratio: 0.03%
Overview: Invests across Large, Mid, and Small-cap US companies across all sectors.
- 5yr Return: 10.56%
- Expense Ratio: 0.03%
Overview: Invests across Large, Mid, and Small-cap US companies across all sectors.
2. $VIMAX (Mid Cap)
- 5yr Return: 8.13%
- Expense Ratio: 0.05%
Overview: Invests in US mid-cap companies.
Is more aggressive, higher risk & higher potential reward.
- 5yr Return: 8.13%
- Expense Ratio: 0.05%
Overview: Invests in US mid-cap companies.
Is more aggressive, higher risk & higher potential reward.
3. $VSGAX (Small Cap)
- 5yr Return: 6.32%
- Expense Ratio: 0.07%
Overview: Small-cap US companies with a focus on growth companies.
Higher risk & higher potential return.
- 5yr Return: 6.32%
- Expense Ratio: 0.07%
Overview: Small-cap US companies with a focus on growth companies.
Higher risk & higher potential return.
4. $VOO (S&P 500)
- 5yr Return: 11.15%
- Expense Ratio: 0.03%
Overview: Invests in the S&P 500 Index.
Focused on large-cap US companies & blue chip stocks.
High potential return/risk. More volatile.
- 5yr Return: 11.15%
- Expense Ratio: 0.03%
Overview: Invests in the S&P 500 Index.
Focused on large-cap US companies & blue chip stocks.
High potential return/risk. More volatile.
5. $VHT (Health Care)
- 5yr Return: 10.84%
- Expense Ratio: 0.10%
Overview: Tracks the US healthcare sector.
Includes companies that manufacture medical & health care products, provides HC services, technology, etc.
High risk, high potential return.
- 5yr Return: 10.84%
- Expense Ratio: 0.10%
Overview: Tracks the US healthcare sector.
Includes companies that manufacture medical & health care products, provides HC services, technology, etc.
High risk, high potential return.
6. $VNQ (REIT)
- 5yr Return: 5.80%
- Expense Ratio: 0.12%
Overview: Focus on income production and moderate growth.
Invests in REITs including office buildings, hotels, and other real properties.
Moderate risk / return potential.
- 5yr Return: 5.80%
- Expense Ratio: 0.12%
Overview: Focus on income production and moderate growth.
Invests in REITs including office buildings, hotels, and other real properties.
Moderate risk / return potential.
7. $IEMG (Emerging Markets)
- 5yr Return: -0.57% (3yr return = 9.18%)
- Expense Ratio: 0.09%
Overview: Volatile; best for long-term investors who are looking to buy & hold.
Focus is on emerging countries (India, Mexico, China, Brazil, etc.).
High risk & high potential reward.
- 5yr Return: -0.57% (3yr return = 9.18%)
- Expense Ratio: 0.09%
Overview: Volatile; best for long-term investors who are looking to buy & hold.
Focus is on emerging countries (India, Mexico, China, Brazil, etc.).
High risk & high potential reward.
Thanks for reading!
If you enjoyed this thread, then join my FREE newsletter.
I write an email to 30,000+ people every Saturday where I share the secrets to creating modern wealth.
You can sign up here: themillennialmoneywoman.com
If you enjoyed this thread, then join my FREE newsletter.
I write an email to 30,000+ people every Saturday where I share the secrets to creating modern wealth.
You can sign up here: themillennialmoneywoman.com
Loading suggestions...