How long does it typically take for these factor premiums to show up? There's a difference between te the duration you have your stocks in portfolio and about to perform. Momentum seems to have a different time horizon than the other factor premium. How many factors should we be looking to get exposed to for each of our picks? And how do yo think through that? More is not always better, because you if you add slack, ten more with our all momentum than it gets out of balance. Also there, its good to have a multidimensional few an multiple angles, but also don't overdo it.

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