Page 18 - Power 100 Summit Booklet.pptx
P. 18
VS
Mutual Funds Stocks
Less volatility - low risk High volatility - high risk
Low trading costs High trading costs
Professional management Individual management
Tax-saving benefit No tax exemption
$ Money Mindset $ Money Mindset
1 Funds to Consider 2 More Options 3 Action Step
Schwab U.S. Large- Vanguard Total World Research five mutual
Cap Growth ETF™ Stock Index Fund (VT), funds or ETFs within
(SCHG), SPDR® S&P Vanguard S&P 500 the next week. Begin
600 Small Cap Growth (VOO), SPDR® allocating savings
ETF (SLYG), Vanguard Blackstone Senior once you have an
Total International Loan (SRLN), Invesco emergency fund equal
Stock Index Fund Senior Loan (BKLN) to at least six months
(VXUS) of expenses.
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