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You are here: Home / Archives for value investing

430 Plus: Merriman Two Fund For Life Portfolio and Premium Income Barrier ETFs

April 29, 2023 by David Stein · Updated July 8, 2024

In Plus episode 430, we analyze the risk and reward of combining a target date retirement fund with a small cap value allocation. We also analyze Innovator ETFs' new Premium Income Barrier outcome-based ETFs. … [Read more...]

Filed Under: Money Plus Tagged With: AVUV, buffer ETFs, DFSVX, Merriman (Paul), outcome based ETFs, small cap stocks, small cap value, target date funds, target outcome indices, value investing, VTTHX

288 Plus: Pandemic Market Conditions Update, Why Value Has Underperformed, and YieldStreet Prism Fund

February 29, 2020 by David Stein · Updated April 29, 2021

In Plus episode 288 for the week of February 29, 2020, we review the week's market carnage, what is driving it, and what to look for to decide to reduce or increase exposure to stocks. We look at what has caused the underperformance of the iShares Edge MSCI International Value ETF (IVLU) and other value strategies and why the ETF remains in the model portfolios. Finally, we analyze the YieldStreet Prism Fund to see if it is worth investing in. … [Read more...]

Filed Under: Uncategorized Tagged With: COVID-19, investment styles, pandemics, value investing, YieldStreet

275: Are You Over Diversified?

October 30, 2019 by David Stein · Updated September 13, 2022

Is it possible to be too diversified in your investment portfolio and how can you tell? Why Warren Buffet thinks diversification is protection against ignorance. In this podcast episode you’ll learn: The skills you need to be able to select individual stocks.How have active managers outperformed relative to passive indexing products.How much diversification is too much and a test to determine if one is over diversified.What is factor investing and which factors have worked over … [Read more...]

Filed Under: Podcast Tagged With: asset allocation, Buffett (Warren), carry, diversification, factor investing, momentum investing, value investing

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

102: What It Takes To Be A Value Investor

April 6, 2016 by David Stein · Updated August 11, 2023

Why the value style outperforms growth investing, and what are the attributes of successful value investors. In this episode you'll learn: What drives the long-term performance of stocks. What it takes for a stock to outperform the market. Why growth stocks underperform value stocks. What are the qualities of skilled value managers. What is risk. Show Notes The Oakmark Fund First Quarter 1999 Shareholder Letter by Robert Sanborn The Baupost Group Margin of … [Read more...]

Filed Under: Podcast Tagged With: growth stocks, investment styles, stocks, value investing

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