Happy 30th Anniversary to Efficient Investing! | AWM Insights #141

Exchange-traded funds (ETFs) were first launched on January 22nd, 1993 and have helped investors of all sizes save money on fees, diversify their portfolios, and reduce their annual tax bills.

The structure and operating process of the ETF paired with a diligent, diversified, and rules-based investment approach enables investors to hold extremely efficient portfolios that could previously only be constructed with 100s of millions of dollars.

We touch on the most important principles and themes to know about ETFs as well as some current events around tech layoffs and why they may not be as negative as they seem.

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Episode Highlights

0:00 Intro0:35 Anniversary of the ETF0:58 What do we think about the recent Tech and Banking layoffs?2:50 What lead to some of these layoffs?4:48 The silver lining of the Tech layoffs6:34 How layoffs and market cycles relate to your portfolio, general diversification, and positioning.8:01 Benefits of diversification and how ETFs help9:40 What do ETFs enable you to do?10:22 The positive attributes of ETFs and how they help you save money on fees and taxes.11:55 Wrap up