Anita Kinoshita mentions using BSP AX, VO, and FX AIX, all of which track the S&P 500. She also notes having a few other investments reflecting past decisions, but emphasizes her transition towards a three-fund portfolio (bonds, domestic stocks, and international stocks).
The video states that 42% of the S&P 500's best days have been during down markets.
This video details Anita Kinoshita's investment strategy, which has allowed her to build a substantial portfolio despite a modest income. She outlines three core principles: buying index funds, keeping fees low, and tuning out market noise. The video aims to help viewers improve their investment performance.
According to the video, an "advice-only advisor" is a financial professional who prioritizes the client's best interests and doesn't try to sell their own products. They are fiduciaries, meaning they are legally obligated to act in the client's best interest. Anita Kinoshita recommends them because of a negative past experience with a financial advisor who tried to sell her a product and caused her to cash out of her Roth IRA. She also points out that advice-only professionals don't charge assets under management (AUM) fees.
