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

Invest Like a Boss

Sam Marks Johnny FD Derek Spartz

Investing, Business

4.8 • 518 Ratings

🗓️ 27 November 2018

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

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.

Where we are:

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

Discussed:

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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Transcript

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0:00.0	Welcome to the Invest Like a Boss podcast.
0:02.7	I'm Sam Marks and I'm Johnny FD.
0:04.6	We're self-made entrepreneurs who invest our own money and use modern technology to invest
0:08.2	like a boss.
0:09.0	Join us each week for exclusive interviews with our network of modern investors, business
0:12.7	owners and multimillionaires to discover new ways to invest our hard-earned cash.
0:18.7	Hey guys, it's Johnny and welcome to episode 111 of the Invest Like a Boss podcast.
0:25.7	Sam is back from Kosovoi, the islands, and we are sitting across from each other here in Chang Mai,
0:32.9	Thailand. Welcome. Thanks, buddy. It's always a, well, not nice, but once you, in Samui, I told you previously
0:40.5	that I was just got out of the hospital, always takes a little check-in with your own mortality
0:44.7	to realize how fortunate we are and, you know, where we're at, but also to restimulate
0:52.2	you about life. So I feel like this investment podcast is half Sam's like, it's like a soap opera of your life.
1:04.0	Every time we speak, something's happening.
1:07.1	You're either dying, coming out of an emergency room, somewhere else in the world, buying a, what was that supercar that you almost bought?
1:16.6	McLaren.
1:17.1	The McLaren.
1:18.2	Like, what, what happened?
1:19.9	Just through some type of large intestine infection that then, of course, never was able to diagnose as per typical in Southeast Asia
1:28.8	But five kilograms down Wow, you lost 11 pounds. Yeah, lost a lot, but thanks to my dividend
1:37.0	investing paid for my hospital bills as I sat there limp you got to see the photo of me going into
1:43.1	The hospital. It looked like a fraction of a human. Well, I'm glad you are back. You're safe. And so instead of drinking whiskey, which is traditionally what we have and we're hanging out together, we have some ginsink lemonade made by Lana herbs. Not a sponsor, but if you guys want to send me a case, I'd be happy to drink more
2:02.7	because this is actually pretty tasty.
	...

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