Risk Parity Radio

Episode 387: Reprising The Big Mo, Mid-caps, Stuff On The Website And Portfolio Reviews As Of December 13, 2024

Dec 15, 2024
Dive into the intriguing world of investment strategies, where the power of momentum factors is thoroughly examined. Discover how mid-cap stocks play a pivotal role in diversification and why understanding them is crucial. The hosts also share personal anecdotes, making investment discussions lively and relatable. With insights into portfolio performance and the effectiveness of different funds, listeners will gain valuable perspectives on transforming their investment approach.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
ADVICE

Applying Momentum Effectively

  • Consider overlaying momentum on small-cap value funds rather than large-cap or growth funds.
  • Explore funds like AVUV and XSVM for small-cap value with added factors.
INSIGHT

Momentum Factor's Uncertain Role

  • Frank Vasquez is unsure about the momentum factor's usefulness in various economic conditions.
  • He questions its efficacy, especially with large-cap and growth stocks.
ADVICE

Supporting the Father McKenna Center

  • Donate to the Father McKenna Center to support those in need in Washington, D.C.
  • You can donate directly through their website or via Patreon on the Risk Parity Radio support page.
Get the Snipd Podcast app to discover more snips from this episode
Get the app