Investing With Ellen

🤯 TQQQ Investing Shockwave: How little Lump Sum capital do you really need to match 15 years of monthly investing?

I heard your feedback! My last video comparing Lump Sum (LS) and Dollar Cost Averaging (DCA) strategies for investing in TQQQ—a leveraged ETF tracking three times the daily return of the NASDAQ 100 index—sparked comments that the difference in starting amounts made the absolute dollar return comparison skewed.

Although the comparison of returns in percentage terms remains the same regardless of the initial amounts invested, in terms of the absolute dollar amount being returned, there was a large difference. For example, in the previous scenario, investing $18,800 as a lump sum resulted in almost $4 million, while investing 18,800 through DCA ($100 per month for 15 years) resulted in about $688,000 in profit.

The Ultimate Face-Off is Here!

In my new video, we adapt the previous spreadsheet to find the precise initial lump sum amount required to generate the equivalent absolute dollar amount profit as the DCA strategy, using the same 15-year time horizon (March 2010 to October 2025).
Here is the key setup:

1. The DCA Baseline: If you invested $100 every month for 15 years (amounting to a total investment of 18,800), you would end up with a profit of approximately $688,000.

2. The LS Equivalent: We found the single investment amount needed at the beginning of that 15-year period to achieve that same target profit. The revelation is stunning: a single, low-maintenance lump sum investment, far less than the $18,800 invested over time, was enough to match the DCA strategy's profit!

This critical figure is the point where the lump sum strategy begins overtaking the dollar cost averaging strategy in terms of the absolute dollar amount return.

This successful lump sum strategy is very low-maintenance, requiring minimal effort other than psychological strength to stay put and stick with your conviction while weathering the market's ups and downs throughout the 15-year period.

Want to know the exact investment needed to match $18,800 invested over 188 months?

👉 Watch the full video to see the two profit lines matching and discover this key amount! https://youtu.be/yn582fdZ3T4

You can also request a copy of the spreadsheet shown in the video to input your own figures and compare the two strategies.

P.S. Next time, we’re putting LS vs. DCA to the test during different stressful, real-life market environments over the last five to six years, including the COVID crash and market downfalls in 2021 and 2024. Stay tuned!

TQQQ Investing: Lump Sum vs DCA - Which Strategy Wins? | The Ultimate Face-Off TQQQ Investing Strategy Showdown 2025: Same Profit With 82% Less Invested Capital?!In this video, I compare two popular TQQQ investing approaches using real ...

🚨 Big News for UK Investors 🇬🇧💥
After almost 5 years of restrictions, the FCA has finally lifted the ban on Crypto ETNs — meaning UK retail investors can now get regulated exposure to Bitcoin & Ethereum through traditional investment platforms again.

But what does this really mean for your portfolio?
And is buying a Crypto ETN safer than holding crypto directly?

I break it all down clearly in my latest video:
👉 UK Lifts Ban on Crypto ETNs | What It Means for Investors
📺 Watch here: https://youtu.be/-L8dVvbh6MU

You’ll learn:

🔹 What Crypto ETNs are (and why they’re debt instruments)
🔹 The new FCA rules & what “Restricted Mass Market Investment” actually means
🔹 The difference between custody risk vs issuer risk
🔹 Where ETNs will likely become available (IG, HL, AJ Bell & Interactive Investor)
🔹 BTC/ETH ETN examples already listed on the London Stock Exchange
🔹 How to think about position sizing & risk in a smart portfolio

If you’re curious about crypto exposure without using unregulated exchanges or self-custody wallets — this is worth watching.

👇 Let me know in the comments:
Would you consider buying a Bitcoin or Ethereum ETN once platforms open access?

https://youtu.be/-L8dVvbh6MU

Crypto ETNs Return to UK: What Investors Must Know The UK has officially lifted its ban on crypto ETNs — opening a new way for retail investors to gain exposure to Bitcoin and Ethereum through regulated marke...

🎬 NEW VIDEO ALERT on Investing with Ellen! 🎬
Just dropped: How to Research Private Companies Before You Invest
👉 https://www.youtube.com/watch?v=3sUAYlNLYlQ

If you’re serious about private-market investing (especially for smart, gifted investors like you), this one’s a must-watch.

🔍 What you’ll learn:

The key documents you must check (yes – we’re talking real data, not just instincts)

How to spot red flags early, so you’re not caught off-guard

Actionable steps you can take today to up your due-diligence game

💬 I’d love to hear from you:
What’s the one question you always have when looking at a private company? Drop it in the comments below, and I’ll answer it in the next upload.

🔔 If you’re subscribed, hit the bell icon so you don’t miss the follow-up where I’ll walk through a real-world case example of this research in action.

Let’s make smarter private-market moves together. 💡
– Ellen

How I Research Private Companies Before Investing | STEP-BY-STEP 2025 📊 How I Research Private Companies Before Investing (for Accredited Investors 2025)If you’ve ever looked at opportunities on platforms like EquityZen or Hii...

Hey everyone — just dropped a new video! 🎬

🔍 Title: TQQQ STRATEGY SHOWDOWN 2025: Which Method Makes More Money? | Lump Sum vs DCA vs VCA
🔥 In this one, I break down [main topic or hook of video] — the things most people get wrong or don’t see coming.

If you want to get ahead on [field / topic, e.g. investing, private equity, strategy, etc.], this is one you’ll want to watch.

👉 Watch it here: https://www.youtube.com/watch?v=tgFa_kGPexE

Would love to hear your take — what part surprised you the most? Drop a comment below after watching.

TQQQ STRATEGY SHOWDOWN 2025: Which Method Makes More Money? | Lump Sum vs DCA vs VCA Which investment strategy actually makes more money with TQQQ — Lump Sum, Dollar-Cost Averaging (DCA), or Value-Cost Averaging (VCA)? 📊In this video, I back...

🚀 New Video Alert 🚀

“How To Start Investing In Private Equity (For Beginners) — Part 1: Preferred Shares Explained” is now live on my YouTube channel! 🎥

👉 Watch it here: https://youtu.be/BlOA2CNR9jc

If you've ever wondered:

What preferred shares are

Why they matter in private equity

How beginners can use them to build a more sophisticated portfolio

…then this video is for you.

In this first installment, I break down the fundamentals in a clear, approachable way. Whether you're just getting started or looking to deepen your understanding, this guide can provide useful information for you.

💡 What you’ll learn:

The key traits of preferred shares

How they differ from common equity

Pros, cons, and risk factors

How preferred shares fit into private equity strategies

I’d love for you to check it out and let me know your thoughts:

What part was most helpful?

What else would you like me to cover?

If you find the video useful, a like, share, or comment would mean the world. 🙏

Thanks for being part of this journey — and I can’t wait to bring you more deep dives into private equity.

How To Start Investing In Private Equity (For Beginners) PART 1 | Preferred Shares Explained How to start investing in private equity (for beginners) — in this video, we break down how important private equity is for wealth accumulation, how everyday...

🚀 New Video Out Now: “WILL TQQQ MAKE YOU RICH? TQQQ vs QQQ: The Truth About 3× Leverage Over Long Term Through 2025”

If you’ve ever wondered whether leveraged ETFs like TQQQ are a golden ticket — or a ticking time bomb — this one’s for you.

In the video I go deep into:

📊 Comparative performance of TQQQ vs QQQ over time

🔍 What 3× leverage means for long-term investors

⚠️ Risks, costs, and realistic expectations

🧮 Key takeaways if you're considering leverage in your portfolio

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💡 Why watch this?
Because leverage sounds exciting, but it isn’t just upside — there are sharp edges. If you’re planning for growth and want to build a resilient strategy, you deserve all the facts.

🔗 Catch the full video here: https://youtu.be/xkjiNyhjCiM?si=V9vbCM4vdYS1iEVH

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Would love to hear your thoughts:

Have you used TQQQ or similar 3× leveraged ETFs before? What was your experience?

What hurdles or surprises did you face when holding them long term?

If this adds value, feel free to like, comment, or share with someone who’s considering leverage. Thanks for watching! 🙏

WILL TQQQ MAKE YOU RICH? TQQQ vs QQQ: The Truth About 3x Leverage Over Long Term Through 2025 It has been 4.5 years since I bought my TQQQ (QQQ3 in the UK) Leveraged ETF in 2021. How well has it done since? I have been wondering how my TQQQ long term ...

Wondering what is the best investment strategy for Bitcoin? Check out my latest video!

In this video, I share with you an 8-year bitcoin performance simulation comparing 3 investment strategies. I used real-world price data (from Yahoo Finance) and Python to complete the bitcoin investment backtesting. Hopefully it provides some useful insights for you crypto investors out there to choose the best strategy when considering the potential returns and risks involved with bitcoin.

You will see the simulation of bitcoin (BTC)'s past performances from Oct 2014 to Sep 2022 based on the following 3 different investment strategies:

1. Invest a Lump Sum (Buy & Hold)
2. Dollar Cost Averaging (DCA)
3. Movement-based DCA (watch the video for detailed explanation)

Teaser: there is a HUGE difference in the BTC returns and risks involved with each strategy!

BITCOIN INVESTMENT STRATEGIES COMPARED | 8 Year BTC Past Performances | 2014 - 2022 Lump Sum vs DCA In this video, I share with you an 8-year bitcoin performance simulation comparing 3 investment strategies. I used real-world price data (from Yahoo Finance)...

Sharpening my wrapping skills in time for Christmas... 🥳🎁🎀🧧💰

How to Wrap and Unwrap Ethereum (WETH) | CoinMarketCap With the festive season nearing, there will be a lot of wrapping and gift-giving. But what about wrapping Ethereum? There's nothing like the present to learn how to wrap (and unwrap) Ether!

Regarding TQQQ, you probably have heard of many theories about the pros and cons of Dollar Cost Averaging vs Lump Sum investing strategies. Could Dollar Cost Averaging really help you learn how to manage volatility risk with leveraged ETFs like TQQQ? Personally, I really like the fact that Dollar Cost Averaging takes the guesswork out of the equation, which means that you could win regardless of whether the market is up or down. With a highly volatile investment such as TQQQ, it might be a good idea. But how do the numbers look in reality?

In this video, I will walk you through the performance numbers of TQQQ in two scenarios, i.e. you investing £1000 into TQQQ per month for 2 years BEFORE the Dot Com Crash, and you doing the same for 2 years AFTER the Dot Com Crash. Teaser: there is a HUGE difference in terms of returns!

DOLLAR COST AVERAGING vs LUMP SUM | TQQQ: How To Manage Volatility Risk With Leveraged ETFs | Part 3 Regarding TQQQ, you probably have heard of many theories about the pros and cons of Dollar Cost Averaging vs Lump Sum investing strategies. Could Dollar Cost...

TQQQ is a thrilling leveraged ETF to invest in. Especially during market crashes, it rides like a roller coaster! If you had invested just before the Dot Com Bubble burst, you could still be losing over 95% of your money! But if you had invested just before the Financial Crisis, your return would have been 4429%+ today!

In this second video of my Leveraged ETF series, I share with you the actual performance numbers of TQQQ (QQQ3) over up to 20 years following the last three market crashes, in comparison to NASDAQ 100, S&P 500, Amazon, Apple, Netflix, as well as some professionally managed, stellar performance funds! So that you can use this information to help decide whether a highly volatile investment like TQQQ is worth the risk, when there are other options on the market. I hope you enjoy!

TQQQ LONG TERM PERFORMANCE | 20 Years Simulation | TQQQ During Market Crashes | Leveraged ETF Part 2 TQQQ is a thrilling leveraged ETF to invest in. Especially during market crashes, it rides like a roller coaster! If you had invested just before the Dot Com...

Ever been tempted by a Leveraged ETF like TQQQ? It is true that TQQQ could turn £1000 into £1 MILLION! With the tracking of 3x daily returns of indices, could this really beat the market? Could you really triple your returns with leveraged ETFs? In this video, I will walk you through the performance comparisons between QQQ3 (or TQQQ in the United States) and its underlying index NASDAQ 100 during four major market crashes. It will give you a good idea as to how much you could really make (or lose!) in the worst-case scenarios. Personally, I find this kind of analysis the best way to assess the risks involved in a certain type of investment. So I hope you enjoy the video!

LEVERAGED ETF TQQQ: Turn £1000 Into £1 MILLION | COULD THIS REALLY BEAT THE MARKET? | Part 1 Ever been tempted by a Leveraged ETF like TQQQ? It is true that TQQQ could turn £1000 into £1 MILLION! With the tracking of 3x daily returns of indices, coul...

Exactly how bad are market crashes? Would you really lose your shirt? Is doing nothing during market crashes really the best strategy? In this video, I examine all the major stock market crashes in the last 100 years and show you how long it took each one to recover and how much your money would have grown if you held onto your investment, even if you entered the market at the worst time.

Check it out on YouTube and let me know if you enjoyed the video! 😊

HOW BAD ARE MARKET CRASHES? | Past Market Crashes Examined | Doing Nothing During Market Crashes Exactly how bad are market crashes? Would you really lose your shirt? Is doing nothing during market crashes really the best strategy? In this video, I exami...