In Plus episode 261 for the week of July 27, 2019, we explore smart beta and factor investing, such as value, momentum, yield, and quality. How did factor investing come about, how has it performed, why does it work, and what are the challenges of implementing factor investing in portfolios.
We also explore how capitalization-based indexing has a momentum aspect to it, and why David in his personal portfolio and the Money For the Rest of Us Plus model portfolios use both capitalization-weighted ETFs as well as value factor ETFs as part of the stock allocation.
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