HOW TO REBALANCE YOUR PORTFOLIO AND FACTOR INVESTING CORRELATION
How to best rebalance your portfolio?
These are my favorite books on personal finance and investing (affiliate links):
1️⃣ Investing with ETFs and ETCs by Gabriele Bellelli - https://amzn.to/49Fbu4m
2️⃣ The Psychology of Money by Morgan Housel - https://amzn.to/4gDqWQY
3️⃣ The Richest Man in Babylon by George S. Clason - https://amzn.to/3ZHaQPv
4️⃣ Investing Without Traps by Costantino Forgione - https://amzn.to/3Dkp3dC
5️⃣ Thinking, Fast and Slow by Daniel Kahneman - https://amzn.to/4gfzM7L
6️⃣ The Little Book of Investing by John Bogle - https://amzn.to/4iHvlnR
7️⃣ The Intelligent Investor by Benjamin Graham - https://amzn.to/49HxA6d
8️⃣ A Walk on Wall Street by Burton G. Malkiel - https://amzn.to/4gVgK6D
9️⃣ The Principles of Success by Ray Dalio - https://amzn.to/3BswM8T
🔟 Rich Dad, Poor Dad by Robert Kyisaki - https://amzn.to/3OZ9Px0
🔥 Bonus Investing with Certificates by Gabriele Bellelli - https://amzn.to/49Wdupj
If you want to learn more, watch this video: • 10 LIBRI (+1) su INVESTIMENTI e FINANZA PE...
In my old video where I analyzed the ETFs in our savings plan (link (here • ANALISI ETF AZIONARI del NOSTRO PAC | FACT... ) I promised you that if we reached 100 likes, we would do a further exploration of Factor Investing. Specifically, in this video, we analyze the correlation between Quality, Value, and Small Cap factors. But why all this?
The more uncorrelated our portfolio is, the greater the benefits of rebalancing. We'll simulate a 10-year PAC with and without rebalancing. The results? Shocking!
Let's find out if our strategy, based on mean reversion, would have delivered returns advantages over the last 10 years compared to a portfolio without rebalancing. Here's the video where I shared our investment strategy in detail: • I MIEI INVESTIMENTI | LA NOSTRA NUOVA STRA...
Here's another video where I talked about how to beat the market with Factor Investing: • 2 ETF per BATTERE il MERCATO: MEGLIO di SW...
Here's the link to the spreadsheet I used in the video (don't ask me to become an editor! Download your copy and do whatever you want with it): https://docs.google.com/spreadsheets/...
Chapters:
0:00 Our Investment Plan
1:10 Our Strategy
3:12 Correlation between Quality, Value, and Size Factor
7:40 Rebalancing Your Portfolio
10:58 Conclusions: Pros and Cons of Factor Investing Rebalancing
#investments #PortfolioRebalancing #ETF #FactorInvesting #QualityFactor #ValueFactor #smallcap #ETFCorrelation #PAC #savings #InvestmentStrategy #return
"It's Always Too Late to Start Over" by Chris Zabriskie is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/...
Source: http://chriszabriskie.com/dtv/
Artist: http://chriszabriskie.com/