…much more complicated. In this episode, we take a deep dive into diversification. We look at the number of stocks a portfolio needs to be diversified, the importance of factor…
Search Results for: factor
Quantitative Asset Management - Building Systematic Real-World Strategies | Michael Robbins
…What makes a good investing factor? 30:13 – Does factor timing work? 33:44 – The different types of models 37:51 – Is value investing dead? 44:32 – What makes a…
🔎 Show Us Your Portfolio: Andy Constan
…factor investing, international diversification and a lot more. 02:46 – Andy’s goals with his portfolio 04:44 – Andy’s views on retirement 06:40 – Building a multi-asset portfolio 08:24 – An…
Investing for Longevity: Wealth Creation Inspired by Blue Zone Habits
…Seek Financial Guidance and Build a Support Network In Blue Zones, forming genuine connections with the community is a key factor in longevity. Similarly, in the world of investing, seeking…
Before Buying This ETF, Read The Ingredients
…growth-focuses fund managers, S&P reconfigured its growth indexes to factor in momentum along with sales growth and price-to-earnings ratio. The reason Microsoft is in S&P’s value index is because its…
The Human Touch in Quantitative Investing: Decisions Behind Systematic Strategies
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — In a conversation between Jack Forehand and Matt Zeigler about factor investing within the realm of financial planning, an important insight emerged: while quantitative investing…
A Quant and a Financial Planner Discuss Factor Investing
…and quantitative are not the same thing 19:59 – Focused vs. diversified factor investing 22:17 – Building multi-factor portfolios 24:26 – The two different methods to constructing multi-factor portfolios 27:29…
Narrative as an Investing Factor with Ben Hunt
…an investing factor with Epsilon Theory founder Ben Hunt. We talk about the life cycle of narratives, how they are measured, the types of investments they work best on and…
Does The 3-Factor Model Support Bogle’s Claims?
…article in Morningstar, John Rekenthaler tests those claims using factor models, which try to determine how much trends—i.e. factors—impact investments. Rekenthaler examined all U.S. diversified equity funds for two 5-year…
Market Rally Faces Crucial Earnings Test & Other Important Themes
…The major market leaders—Apple, Microsoft, Amazon, Nvidia, and Alphabet—are predicting the biggest earnings growth for U.S. companies in the second quarter. Inflation Factor. While there are signs that inflation is…