The following equity ETFs are examples of holdings that could be used to implement a smart beta low volatility equity allocation. These are holdings that trade on U.S. exchanges. Members that trade on exchanges outside of the U.S. should be able to find similar holdings on their local exchange. Please recognize these fund and ETFs are included as general education and should not be considered investing or trading advice. Low Volatility Equity Strategies by MSCI These ETFs are based on … [Read more...]

This lesson defines low volatility investing and describes why it earns a return premium. The lesson also covers how much the low volatility return premium has been over time. … [Read more...]

The following equity ETFs are examples of holdings that could be used to implement a smart beta momentum equity allocation. These are holdings that trade on U.S. exchanges. Members that trade on exchanges outside of the U.S. should be able to find similar holdings on their local exchange. Please recognize these fund and ETFs are included as general education and should not be considered investing or trading advice. Global Momentum Factor Equity These ETFs are based on MSCI's factor index … [Read more...]

The following equity ETFs are examples of holdings that could be used to implement a smart beta value equity allocation. These are holdings that trade on U.S. exchanges. Members that trade on exchanges outside of the U.S. should be able to find similar holdings on their local exchange. Please recognize these fund and ETFs are included as general education and should not be considered investing or trading advice. Global Value Factor Equity These ETFs are based on MSCI's factor index … [Read more...]

This lesson defines momentum investing and describes why it earns a return premium. The lesson also covers how much the momentum return premium has been over time. I also discussed momentum investing in Episode 266 of the podcast:   You can find the articles referenced in the Plus episode as well as the transcript here. … [Read more...]

This lesson defines value investing and describes why it earns a return premium. The lesson also covers how much the value return premium has been over time. … [Read more...]

This video lesson shares how you can enhance your portfolio return by using smart beta and adjusting your asset allocation for different economic and market regimes. Also, this Plus episode provides an updated discussion of factor investing and smart beta: You can find the articles referenced in the Plus episode as well as the transcript here. … [Read more...]