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You are here: Home / Archives for fundamental indexing

480 Plus: U.S. Treasury Auctions, Fundamental Index, and a Peer Street Bankruptcy Update

June 1, 2024 by David Stein · Updated June 13, 2024

In Plus episode 480, we explore how Treasury auctions work and what metrics are monitored to assess whether demand is strong or weak. We review the performance of fundamental indexing relative to value strategies and size-weighted indexes. Finally, we look at likely recoveries for investors on the bankrupt Peer Street crowdfunding platform. … [Read more...]

Filed Under: Money Plus Tagged With: fundamental indexing, PeerStreet, U.S. Treasuries, U.S. Treasury auctions

363 Plus: Portfolio Trades, Equal-weighted Global Stock Indices, and Two New Downside Protection Funds

October 30, 2021 by David Stein · Updated November 4, 2021

This week on Plus Episode 363 there is a discussion of two holdings David sold from his portfolio. How equal-weighted global stock investing compares with both sized weighted and fundamental index investing. We also analyze two new funds: the Abraham Trading Fortress Fund (FORTX) and the Simplify Tail Risk Strategy ETF (CYA). … [Read more...]

Filed Under: Uncategorized Tagged With: CYA, equal weighted, FORTX, fundamental indexing, Simplify ETFs

305 Plus: Mid Month Update, Tesla, Earnings Surprises, and Cadence Lending Platform

July 18, 2020 by David Stein · Updated June 11, 2024

In Plus Episode 305, we review stock market returns month-to-date and the latest economic releases. We discuss the impact of Tesla and other high-flying stocks being added to stock indices and a fundamental approach to indexing that avoids large weightings in the most expensive stocks. We review how stock analysts estimate company earnings and why companies are more likely to exceed analysts' estimates today versus prior to 2002. Finally, we consider the risk and opportunities with the … [Read more...]

Filed Under: Uncategorized Tagged With: Cadence, earnings, earnings surprises, fundamental indexing, inclusion effect, market capitalization, private lending, special purpose vehicle, SPV, Tesla

261 Plus: Smart Beta and Factor Investing

July 27, 2019 by David Stein · Updated October 9, 2023

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 … [Read more...]

Filed Under: Uncategorized Tagged With: factor investing, fundamental indexing, smart beta, value investing

261: Is Value Investing Dead?

July 24, 2019 by David Stein · Updated August 11, 2023

Why has value investing underperformed growth investing for over twelve years and how to position your portfolio for the eventual rebound in value investing. In this episode you’ll learn: The difference between growth and value investing and why value investing outperforms growth investing over the long-term. How value and growth indices are constructed and how they differ from fundamental indexing. What are the risks and opportunities of investing in concentrated, … [Read more...]

Filed Under: Podcast Tagged With: fundamental indexing, growth stocks, technology stocks, underperformance, value investing, value stocks

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