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Episode 057: Dr. Derek Horstmeyer on multiple investment topics, host Rick Ferri

Bogleheads On Investing Podcast

CHAPTER

The Future of Portfolio Management

We found the S&P had a correlation of.22 with change in oil prices and ESG funds on average. A little bit higher correlation to oil. All right, let's get off of this topic of portfolio management and get into something that we all love: taxes. Let's talk first about turnover within a fund and how does that affect taxes? Sure. And we learn a lot about what we own if we really start to study our tax returns because it can really affect our after tax return. We've realized that some funds are distributing dividends and maybe some of the dividends are not too tax efficient. But you're right, if AI is going to work, then all the A

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