Source Post

The creator discusses the importance of expense ratios in investing, contrasting them with the impact of ta...

Jun 8, 2026

The creator discusses the importance of expense ratios in investing, contrasting them with the impact of taxes. They highlight that while expense ratios for ETFs like SPY and VOO are low (0.3%), and UPRO has a higher expense ratio (0.9%), the significant factor impacting returns is taxes, which can incur a 20-30% penalty if handled incorrectly. The creator emphasizes focusing on potential upside and returns before delving into expense ratios.

Linked Mentions

Tickers discussed in this post

UPRONeutralLow ConvictionResearch Only

UPRO is mentioned as having a higher expense ratio (0.9%) compared to SPY and VOO, with a lower return ratio (29%).

VOONeutralLow ConvictionResearch Only

VOO is mentioned as an ETF with a low expense ratio, but the creator suggests focusing on upside before expense ratios.

SPYNeutralLow ConvictionResearch Only

SPY is mentioned as an ETF with a low expense ratio, but the creator suggests focusing on upside before expense ratios.

Linked Signals

Tracked calls opened from this post

No linked signals were opened directly from this post.