Episode 08 — The Toolkit: ETFs Explained cover art

Episode 08 — The Toolkit: ETFs Explained

Episode 08 — The Toolkit: ETFs Explained

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Summary

You know the ingredients. Now you need a way to carry them home.

In this episode I explain what an ETF actually is — the pre-arranged basket that makes diversified investing simple, accessible, and low cost. I cover the difference between index-tracking and actively managed ETFs, and why the universe of available baskets is bigger than most people realize.

If you thought of it — there is probably a basket for it.

I also walk through the five things that matter when evaluating any ETF: TER, liquidity, assets under management, accumulating versus distributing, and base currency. Each one explained simply, with no jargon.

And I explain why past performance is one of the most misused pieces of information in investing — and what it can actually tell you.

The ingredients are known. The basket is ready.

I'm Jorge. I'm here because your child deserves the advantage we never had.

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