111: O’Shares ETFs Quality Weighted Approach with CEO Connor O’Brien

Connor O’Brien is the CEO and President of O’Shares, a rules-based ETF designed to provide investors with the means to invest in some of the largest global companies that derive most of their revenue from the Internet and e-commerce sectors that exhibit quality and growth potential. Mr. O’Brien has extensive global investment experience encompassing over 25 years of involvement in the Canadian, U.S. and international markets.

During this episode, Mr. O’Brein will share a series of ETFs designed to be core long-term investment holdings. He will talk about the rule-based approach that provides attractive performance and limited volatility with an emphasis on income. Expect to truly learn how to ‘Invest Like a Boss’ with this simple and straightforward strategy.

 

• Links:
• O'Shares FTSE Asia Pacific Qual Div ETF - OASI
• O'Shares FTSE US Quality Dividend ETF - OUSA
• O'Shares Global Internet Giants ETF - OGIG
• O'Shares FTSE Russell Intl Qual Div - ONTL
• Oshares.com
• Boss Lounge

 

Where we are:

• Sam Marks and Johnny FD - Chiang Mai, Thailand
• Connor O’Brien - Boston, Massachusetts

Discussed:

• ILAB 110 – How Anyone Can Beat the Market with Mad Hedge Fund Trader John Thomas
• ILAB 109 – Why Modern Portfolio Theory Fails Investors with Daniel Peris

 

Time Stamps:

• 04:17 - Initial thoughts on this ETF?
• 10:11 - Connor and Kevin O’learlys relationship
• 11:31 - O’Shares philosophy and choosing ETFs
• 15:10 - “You want to own the stocks of companies that have profitable businesses and pay a dividend” - Connor O’Brien
• 16:28 - Chasing high yields and high-quality stocks
• 22:09 - Why your REIT funds are down this year
• 24:10 - What influences the weight of stocks and do they ever change?
• 26:08 - Top holding for large and small cap ETFs
• 31:13 - What happens when you actually invest in a funds
• 36:17 - When will companies pay out dividends?
• 38:33 - How to invest like a boss and buy O’Shares
• 47:06 - Dividends checks and high-risk investments
• 51:47 - Investing in domestic vs. international funds

 

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