Kicking it back to basics for this episode, Sam and Derek do a complete review of the S&P 500. What is it, how did it began, how has it historically tracked, and how do you invest in it. The guys go over all these points and gameplan how they’ll further invest in the index going further.
Discussed:
- ILAB 25: Paul Merriman on Investment Decisions That Will Change Your Financial Future
- S&P 500 Historical Returns
- Index Funds Mentioned:
$VTI Vanguard Total Index
$VOO Vanguard S&P 500 Index
$SPY SPDR S&P 500 Chart
$SWPPX Schwab S&P 500 Index
$FNILX Fidelity Zero Large Cap Index
Where we are:
- Johnny FD – Kyiv, Ukraine / IG @johnnyfdj
- Sam Marks – Barcelona, Spain/ IG @sammarks12
- Derek – Los Angeles, USA / IG @DerekRadio
Sponsor:
- ILAB Patreon
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- Fundrise – Start with only $1,000 into their REIT funds (non-accredited investors OK)
Time Stamp:
- 03:13 – What is the S&P 500?
- 14:20 – Largest Companies in the S&P
- 22:09 – S&P Sector Breakdown
- 45:30 – Dividends in the S&P
- 50:00 – Low Fee S&P Index Funds
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