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9min chapter
How I Break Down Index Funds for My Portfolio
The Personal Finance Podcast
Evaluating Index Funds: Key Metrics for Investment Decisions
This chapter explores critical metrics for assessing index funds, including return rates over various time frames and consistency with benchmarks like the S&P 500. It also covers yield metrics, top holdings, sector allocation, and market capitalization to aid investors in making informed decisions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode