Many believe that direct indexing will be the next big trend in investing. While it used to be reserved for high-net-worth individuals, zero commissions and the ability to trade partial…
Search Results for: investing greats
🔎 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
…and Investing Much like the residents of Blue Zones who incorporate physical activity into their daily lives, successful investors make saving and investing a consistent habit. Rather than relying on…
🔭 Show Us Your Portfolio: Cullen Roche
…portfolio? 18:06 – All duration investing 26:57 – The liquid asset classes Cullen uses in his portfolio 29:10 – How Cullen views his allocation to bonds 32:27 – How Cullen…
Small Cap Value: Waiting for the Jumpstart
…as recently as last week at Jackson Hole. Increase in Passive investing favors larger stocks, market-cap weighted indices: The rise of passive investing and market-cap-weighted indices has resulted in a…
Breaking Down the Greatness of Warren Buffett
Warren Buffett just celebrated his 93rd birthday. And for most of his life, he has been demonstrating the power of disciplined investing and compounding to all of us. In this…
High Quality Growth Investing in Europe with Alistair Wittet
…Alistari defines quality 28:14 – The role of valuation in Alistair’s process 31:04 – Have intangible assets changed growth investing 32:20 – How Alistair views tracking error 34:05 – Analyzing…
Put Down the Dividends and Slowly Back Away
…of dividend focused investing strategies and look at whether investors might be able to accomplish their goals more successfully with other approaches. Watch on YouTube https://www.youtube.com/watch?v=0I2kDGHwkHc 0:35 – Why do…
How Will AI Transform Investing?
Trying to predict how AI will transform the investment industry? Look back to how computers changed the industry in the 1980s, posits an article in Morningstar. Back then, computers offered…
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…