In this episode we answer emails from Gregory, MyContactInfo, Ralphio and Spencer. We discuss the overriding currency speculation aspect of investing in non-U.S. funds, keeping things simple during accumulation, leveraged funds, some academic analyses of managed funds and what to make of it, how to identify the basic factors of given funds and the Shplendid aspects of MORE COWBELL.
Links:
Paul Merriman's "Best in Class" Fund Identification Page: Best-in-Class ETF Portfolios - Paul Merriman
Rational Reminder Leveraged Portfolios Video: Investing With Leverage (Borrowing to Invest, Leveraged ETFs) - YouTube
Rational Reminder Interview of Professors Berk and Binsbergen: Episode 220: Jonathan Berk and Jules van Binsbergen: The Arithmetic of Active Management, Revisited — Rational Reminder
Berk and Binsbergen 2014 Paper re Active Management: delivery.php (ssrn.com)
Rational Reminder Interview of Eduardo Repetto of Avantis: Episode 228: Eduardo Repetto: Deep Dive with Avantis Investors' CIO — Rational Reminder
Rick Ferri Interview of Eduardo Repetto of Avantis: Episode 43: Bogleheads on Investing – guest Eduardo Repetto, host Rick Ferri – Rick Ferri, CFA
Morningstar Analysis of IJR: IJR – Portfolio – iShares Core S&P Small-Cap ETF | Morningstar
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