Rational Reminder: Expected Returns and Factor Investing.

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Apathizer
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Joined: Sun Sep 26, 2021 2:56 pm

Rational Reminder: Expected Returns and Factor Investing.

Post by Apathizer »

This is a wonkish, detailed discussion of factor research, implementation, and investor considerations. Ultimately they think factors are probably worthwhile since they'll likely improve return consistency, but also acknowledge they aren't for everyone since there are can be psychological challenges. The factor discussion begins at about 39:00 min.
https://www.youtube.com/watch?v=ukgE8oX-4lE
ROTH: 50% AVGE, 10% DFAX, 40% BNDW. Taxable: 50% BNDW, 40% AVGE, 10% DFAX.
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