The beauty of our way of investing is that it works both at the macro scale. In a core type of strategy across regions, but it also works in component-type strategies. It depends on where they want to make changes in terms of their asset allocation. We believe in active implementation. What that means is having a daily investment process that has flexibility. Rather than trading whatever the index tells us to, we're going to trade based on what we believe the should be holding day-to-day. You can sell stuff that has lower expected returns and reevaluate that every single day. Just that element of hugely impactful for setting up your portfolio.
IN THIS EPISODE, YOU’LL LEARN:
06:10 - How to think about constructing a well built portfolio using factor ETFs.
06:35 - How to improve your expected returns through investing in factors.
10:37 - The differences between single factor vs multi factor exposure ETFs.
13:41 - Understanding the tradeoff between expected return and diversification when adding additional factors.
34:29 - A framework to help you evaluate if an investment belongs in your portfolio.
42:51 - Assets that historically have provided a hedge against expected and unexpected inflation.
51:59 - What typically happens to stocks of companies that grow to be the largest in the market.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
BOOKS AND RESOURCES
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