Top 5 reasons to invest in ETFs: Stocks in Translation

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Todd Sohn News

Shock Absorbers,Tax Efficiency,Diversified Portfolios

Labeling them as “shock absorbers,” Todd Sohn, ETF strategist at Strategas Asset Management, breaks down the key advantages of ETFs including low cost...

Labeling them as “shock absorbers,” Todd Sohn, ETF strategist at Strategas Asset Management, breaks down the key advantages of ETFs including low cost, global market access, transparency, liquidity, and tax efficiency. He explains how these features make ETFs excellent for long-term investing, especially for newer investors looking to build diversified portfolios.

Want to break down and get into our phrase of the day exchange traded funds or ETF S and this is just so we can kind of broaden the discussion going forward here.An ETF is a type of investment fund trading on stock exchanges composed of a basket of assets like stocks, bonds, commodities or cryptocurrencies.

So though the combination of those five points makes them a really great wrapper for investing, especially over the long term.Someone who maybe doesn't want to pick a bunch of stocks or should you kind of lean more heavily on ETF S. If you're, you know, let's say in your, even before your twenties, you're 18, you're 19.So what's, what's the biggest difference between a mutual fund and an ETF because I feel like those get very mixed up in my mind.

You may have thought you missed the move initially, but there was a lot of room for growth following that.And B um this just reflects the more participation, more stocks are going up, that is essential for a bull market to continue. And so an ETF allows you to diversify and the most important thing is to know how is it weighted, right?So the biggest stocks of the most weight or something like XB I is equally weighted.Can we just pause there a second and kind of highlight the difference there because it means different things when you're saying is market uh the difference between market cap weighted and that's when the biggest stocks get the most.

I have a question though, if you're going to invest in a, in a simple tech ETF and it has, it has meta and it has Microsoft and it has Apple.I, I get the di di diversification argument but when it's these large cap companies, why don't you just buy them?I'm going to buy Apple, but just in case Apple goes through a challenging time, you can bounce it off with an ETF that has less Apple weight in it.

And just as we've been talking about this, a few other reasons kind of ticked off in my head, individual stocks can be expensive.Um But then you can also gain tax advantages and we haven't talked about that in particular. And I think an example that comes to mind is the gray scale uh Bitcoin Investment Trust, which kind of became dislocated from the price.

So one of the things I think about is the flash crash when we saw a lot of problems with everything, individual securities ETF setns. That would be Japan home of the Nikkei Stock index which has risen 18% this year best in the S and P 500 in the US, which is up still a respectable 16%.But what we want your expert opinion is where the opportunity lies in the second half of the year and a quick reminder that it was only a few months ago that the Nikkei hit its first record high in 35 years.

 

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