Buying a Stock for a Value Portfolio? | 3min snip from The Intrinsic Value Podcast

Get the app

MI244: Mastering Factor Investing w/ Wes Crill

The Intrinsic Value Podcast - The Investor’s Podcast Network

chevron_right

notes

CHAPTER

Buying a Stock for a Value Portfolio?

value and momentum, I believe, were negatively correlated. Value can inform the asset allocation of a portfolio in a way that it has a very low expected turnover. Momentum on the other hand, if you look at academic definition of momentum, it's almost an entirely different set of stocks from month to month.

00:00

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

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

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out: Dimensional.
Check out: Dimensional's ETFs.
Related Episode: High Returns From Low Risk Investing w/ Pim Van Vliet - MI221.

NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Range Rover
Airbnb
Toyota
Public
Fundrise
NetSuite

CONNECT WITH WES:

Dimensional | LinkedIn

CONNECT WITH REBECCA:

Twitter | Instagram

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.

Home Top podcasts Popular guests