The Best Process for Choosing Equity Funds

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The best process for choosing an equity portfolio, i'm just talking about the equity portion of it, is to use the fama french factors. The two most important there are value versus growth and small versus large. After that, you get to things like quality and low volatility. I think those have been own by academics to be the most useful differentiators when you're talking about picking differentiated stock funds.

In this episode we answer emails from Justus (x2), Anderson and Blake. We discuss life transitions, what I've learned over an evolving DIY investing career, and Blake's Pathway of FI.

And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional Links:

Portfolio Charts Sample Portfolios: Portfolios – Portfolio Charts

Risk Parity Chronicles Resources Page: Resources - Risk Parity Chronicles

Kitces Four Phases Article: The Four Phases Of Saving For Retirement (kitces.com)

Blake's Article: Model-Portfolios-for-Every-Financial-Stage.pdf (pathwaytofi.com)

Blake's Model Portfolio Construction Paper: Construction-and-Analysis-of-the-Pathway-to-FI-Model-Portfolios.pdf (pathwaytofi.com)

Morningstar Tool With International Fund: VXUS – Portfolio – Vanguard Total International Stock ETF | Morningstar

Walk For McKenna: Walk4McKenna - Father McKenna Center