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A Warning to Index Investors – Know this Before Buying the S&P 500 in 2022

Posted on February 5, 2022January 28, 2022 By Kelly Donner 26 Comments on A Warning to Index Investors – Know this Before Buying the S&P 500 in 2022

Here is my warning to S&P 500 index investors in 2022. In 2022 I am seeing people piling into index funds in the same way they did for tech stocks in 2020. This is chasing past returns and elevating valuations to unsustainable levels. Here is my full analysis and S&P 500 prediction for 2022.

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S&P 500 Index Tags:are index funds safe, is the S&P 500 overvalued, Joseph Carlson, Joseph Carlson warning, safe etfs 2022, safe investments 2022, stock market crash 2022, stock market prediction 2022, Stock market warning 2022, will the stock market crash in 2022

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Comments (26) on “A Warning to Index Investors – Know this Before Buying the S&P 500 in 2022”

  1. Mike Walters says:
    January 7, 2022 at 7:08 pm

    Thanks Nick

  2. Joshua Aaron says:
    January 7, 2022 at 7:10 pm

    QYLD gang checking in! Thanks for this information, Nick. I really appreciate your insight. I also hold VTI and VXUS, so I will keep an eye on this situation moving forward.

  3. Meme Cream Machine says:
    January 7, 2022 at 8:29 pm

    Hey Nick! Great Insight, but I still think broad market index funds are the best play for the long haul. I’ve been waiting for a buying opportunity for a while lol

  4. Ieago says:
    January 7, 2022 at 8:47 pm

    The catch is that I’m unsure where to put my money instead. The yield on bond ETFs lags–a lot–and both the Dow Jones and Nasdaq show similar overvaluation problems.

    1. Nick LaForge says:
      January 7, 2022 at 9:07 pm

      That’s the problem contributing to this greater problem

  5. Emphyrio says:
    January 7, 2022 at 8:59 pm

    Yes, you are right, valuations are way too high. Historic average is 20, imho that’s slightly too low, l expect around 22-23 should be ok for the coming years, but again : now it’s too high so we will cool down this year. So pending questions: can companies increase their prices ( bc if inflation), if they can it should be more or less ok. So l stick partly with value stocks which l think are strong enough and have pricing power. Furthermore, l write calls on my individual stocks and as of today l also write call in my etf’s. Yes, l can leave the market but l bought some protection. Time in the market is more important than timing the market.
    Bottomline: if the market dumps l will buy back my written calls and buy more in the dip.

    1. Nick LaForge says:
      January 7, 2022 at 9:06 pm

      I like this approach

  6. F. W. says:
    January 7, 2022 at 11:06 pm

    Beginning last month I decided to go with more sector focus etf on my Fidelity instead of index 500 heavy, even my individual buys in utilities and energry are showing significant gains in the last 4 weeks, to be honest I haven’t even bought into some stocks because they are way over book value, some of these I stopped purchasing back in August September tine frame.

  7. Matt D says:
    January 8, 2022 at 8:57 am

    I can see the first half of 2022 being really difficult as an investor. I’m still going to DCA through this mess. Long term we will be alright.

  8. RJ Lane says:
    January 8, 2022 at 9:05 am

    add PSQ and/or SH while you DCA back into SPY. market is going to at least drop back to Jan 2020 levels. make money on the way down

  9. sss1st says:
    January 8, 2022 at 11:14 am

    I see your logic.

  10. Simon Spencer says:
    January 8, 2022 at 3:05 pm

    Great video – so the next question would be…. What do you invest in instead?

    1. Nick LaForge says:
      January 8, 2022 at 3:54 pm

      Keep an eye out for one of my next videos covering this topic

  11. TrendBetter - Aktien & Börse says:
    January 8, 2022 at 6:23 pm

    Great Content! Thank you for your effort!

    1. Nick LaForge says:
      January 8, 2022 at 6:55 pm

      My pleasure!

  12. K LoLo says:
    January 8, 2022 at 9:33 pm

    There’s bound to be a correction at some point, but without knowing where the high point is, if you want to invest it’s still a great place to do it. If you dollar cost average every month, and keep buying in once it corrects, the rebound will be shorter than if you buy now and just hold.

    The problem most investors have, is that they buy when things look good, then something bad happens and then sell. IE – they’re just reacting, and don’t have a strategy. If you follow your strategy, you’ll be OK.

    If you’re scared, get a financial advisor to help you, or even a robo-advisor. Those fees are relatively low compared to either not investing (and losing money through inflation) and/or investing on your own with no strategy and being very reaction driven.

    1. jmitterii2 says:
      January 12, 2022 at 1:12 pm

      Yeah… 30 years… fairly short… and even then. Japan 1989. They’re still upside down putting money in at the top 32 years later.
      But hay it’s up right… right?

  13. chris Connell says:
    January 9, 2022 at 8:31 am

    Nick I agree and I have been saying this for a while. I want to get into qqq and voo but this has stopped and currently I’m just invested into schd, vym, vymi

  14. Renai Ssance says:
    January 10, 2022 at 5:20 am

    Time in the market > timing the market.
    As long as your time horizon is long enough, just keep DCA every month and every year, and you’ll end up fine.

  15. Marc Wareham says:
    January 15, 2022 at 6:58 am

    The S&P gives a average return of 10% per year. Therefore if it’s achieved 30% then it’s likely it’ll sell of or have a few years of sideways movement. Personally I’m in for 20+ years.

  16. colson skur says:
    January 19, 2022 at 12:49 am

    A large scale recession will happen soon. Only we don’t know if it will be this year or next or the following

  17. HBu says:
    January 20, 2022 at 6:58 pm

    Totally disagree with this analysis. The companies in S&P 500 in 1950s is totally different from its unique composition today. Today S&P 500 is very tech, Biomed, AI and Robotics driven. They can scale with less brick & motar in their assets.

  18. Captain Nitrous X says:
    January 20, 2022 at 11:20 pm

    I expect the market to decline and remain flat for quite a while. That is why Invest in 2 broad market index funds that representsent the market. When the market starts to climb in 10 to 13 years I will have, for the long term, bought a lot of shares. SP 500 is a long term fund.

  19. Jon says:
    January 21, 2022 at 8:58 am

    I love newbies who start out their videos that they have been investing for 7 years. I have been in the market over 40, so yes you are correct. The market is likely going to have a down year. You have two choices then. You can try to time the market, or you can DCA and therefore be getting shares at a discount. My experience is maybe lightning up a bit, can make sense, but trying to time is foolish.

    1. Nick LaForge says:
      January 21, 2022 at 12:38 pm

      Hopefully some day I too can achieve grand master status!

  20. Edvardas Kuzas says:
    January 21, 2022 at 3:14 pm

    its good time invest, no matters if price drops or not, because its all bout long term and should invest every month

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