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. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 430 Plus Show Notes Paul Merriman Two Funds For Life Innovator … [Read more...]
288 Plus: Pandemic Market Conditions Update, Why Value Has Underperformed, and YieldStreet Prism Fund
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...]
275: Are You Over Diversified?
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...]
261 Plus: Smart Beta and Factor Investing
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...]
261: Is Value Investing Dead?
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: Show Notes Bubble, Bubble, Toil and Trouble - Rob Arnott, Bradford Cornell, Shane Shepherd—Research Affiliates Value Is Dead, Long Live Value By Chris Meredith—O'Shaughnessy Asset Management The Price-to-Value Podcast Episode 03 Transcript - Is Value Investing Dead? - Southeastern Asset … [Read more...]
102: What It Takes To Be A Value Investor
Why the value style outperforms growth investing, and what are the attributes of successful value investors. In this episode you'll learn: Show Notes The Oakmark Fund First Quarter 1999 Shareholder Letter by Robert Sanborn The Baupost Group Margin of Safety by Seth Klarman Billionaire hedge fund manager Seth Klarman explains what makes a successful investor - Julia La Roche - Business Insider Summary Article Why Growth Stocks Disappoint 1999 was an amazing … [Read more...]
