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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111: O’Shares ETFs Quality Weighted Approach with CEO Connor O’Brien 01:00:16 Share

Invest Like a Boss

Shownotes Transcript

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