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.
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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.
insights 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.
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Supporting the Father McKenna Center
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In this episode we answer emails from Ed, Wes and Mary Anne. We revisit the momentum factor and squeeze that lemon a bit (and our dinner with the Dude) talk about mid-caps and limited 401k options, and discuss some of the information on the portfolios page at the website (and its limitations).
And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.
Can a simple shift in investment strategy transform your portfolio's performance? Explore the power of momentum factors with us in this episode of Risk Parity Radio. We unpack a listener's question on how momentum could enhance a diversified mix of large cap growth, small cap value, long-term government bonds, gold, and rental properties. Delve into the nuances of funds like MTUM and QMOM, and discover whether they offer a meaningful edge over traditional large cap growth options. We promise you'll leave with a clearer understanding of when momentum factors might be a game-changer for your investment strategy.
Navigating the complex world of portfolio performance metrics can be daunting. With insights from listener Mary Ann's query, we dissect the intricacies of interpreting performance charts and the importance of total return over an income-only focus. Our conversation touches on tools like Testfolio and Portfolio Visualizer, essential for a consistent, long-term analysis. Don't miss our take on the festive phenomenon known as the Santa Claus rally and how it might impact your financial decisions this December.
As we wrap up, join us for a weekly portfolio performance review, where we assess both traditional and experimental portfolio setups. From the All Seasons to the new Optra portfolio, discover the latest trends and strategies. Stick around for our quirky sign-off and find out how you can interact with us, sharing your thoughts and questions. Whether you're a seasoned investor or just curious about optimizing your financial future, this episode is packed with insights and a sprinkle of humor to keep things lively.
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