2min chapter

Many Happy Returns cover image

Ready for a portfolio shakeup? What to consider before making a move

Many Happy Returns

CHAPTER

Investing in a Portfolio

I think that's particularly true when people are making bets on factor funds, isn't it? Because yeah, that data shows that they probably do outperform over the long term. But they have long periods of underperformance if you're betting on momentum stocks or value stocks,. Or even things like quality, where you think it makes absolute sense that you buy companies which have strong balance sheets. Intuitively, you might think, oh, that'll always do well, but in fact, it's underperformed for quite a long period of time.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode