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Keeping it Simple on the Road | Ep.6: Endeavoring to Diversify

Keeping it Simple with Simplify Asset Management

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How to Build a Personalized Portfolio

We focus on large, well-established styles or factors. Value, momentum, quality, low volatility, and effectively size by doing it closer to an equal weight tilt. For those who are interested, they can turn them all on but it's a very personalized portfolio. So we've licensed data from, as you saw, which is a large nonprofit.

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