The Perfect Portfolio: Five Factor Investing (with ETFs)
Factor Investing combines what we know about passive investing and takes it a step farther.
Studies have concluded that generating alpha through active management is a losing game. The best we can do instead is create tax-efficient, low-cost, market-averaged returns. Factor investing goes beyond...
By targeting specific risk factors, we can expect higher returns than the market average.
By adding leverage (preferably using DITM LEAPS), we can supercharge our portfolio of ETFs.
In this video, I cover some of the research behind and statistically support for factor investing, then breakdown my asset allocation devised for U.S. Investors looking for some passive ETFs. The resulting portfolio is deadly.
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Reading materials:
1) https://papers.ssrn.com/sol3/papers.c...
2) https://www.pwlcapital.com/resources/...