๐ฅ Factor Investing: Can You Really Beat the Market? | Dan Huffman ๐
Watch and Subscribe on YouTube๐ Dan Huffman explores the ins and outs of factor investing, a strategy that focuses on specific drivers like value, size, and momentum to potentially boost long-term returns.He offers expert insights into how factor investing compares to traditional strategies like VTSAX and chill.๐๏ธ๐ The conversation covers everything from small-cap value investing to the role of momentum in portfolios and whether factor-based strategies can truly beat the market. Dan emphasizes the importance of understanding your risk tolerance and knowing when to rebalance a portfolio.In this episode, we discuss:1๏ธโฃ What is Factor Investing: How it compares to passive index investing and why it might be worth considering.2๏ธโฃ Value vs. Growth Investing: Breaking down the key differences and potential advantages.3๏ธโฃ Small-Cap Value Investing: Why this specific factor gets so much attention and how it may affect portfolio performance.4๏ธโฃ Momentum Factor Investing: A look at how recent winners continue to perform.5๏ธโฃ Rebalancing Factor Portfolios: How often should you be reviewing and adjusting?๐ Dan Huffmanโs Links:๐ก Cornerstone Financial Planning: https://cornerstonefiplanning.com/๐ Size Matters if You Can Control Your Junk: https://www.sciencedirect.com/science/article/pii/S0304405X18301326?via%3Dihub๐ Kenneth French Data Library: http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/data_library.html๐ Portfolio Visualizer Backtesting Tool: https://www.portfoliovisualizer.com/๐ David's Links:๐ฐ Free Money Course๐ Forget About Money on Apple Podcast๐ง Forget About Money on Spotify๐ Dan Huffman Quotes:๐ก "Factor investing isnโt for everyone, but for those who want to go beyond traditional index funds, it offers a way to optimize long-term returns." โ Dan Huffman๐ "The academic research is clearโfactors like value and size have outperformed the broad market over time." โ Dan Huffman#financialindependence #valueinvesting #indexfunds #investingstrategies #FactorInvesting๐ง Listen & Subscribe: Donโt forget to subscribe for more information on investment strategies, financial independence, and more! Hit the bell icon ๐ to stay updated.Disclaimer: This episode is for entertainment and educational purposes only and does not constitute legal, tax, or financial advice. Consult a professional for your specific financial situation.
๐ฅ Factor Investing: Can You Really Beat the Market? | Dan Huffman ๐