Podcasts Technology Think Smart with TMFG Episode 216: How Often Does Factor Investing Work?

Episode 216: How Often Does Factor Investing Work?

Published: July 6, 2023, 3:40 p.m.

We've been using factor investing for over 19 years, discover why. Today on ThinkSmart Senior Financial Advisors Rob McClelland and Mike Connon do a deep dive into factor investing. What they are, how they work, and why we believe they are the best way to invest your money.\n\xa0\nKey points:(01:19): How to look at factors(01:46): Fighting FOMO (02:05): Deep dive on the 3 factor(03:22): Small Cap vs. Large Cap(05:02): What does switching investment strategies cost you?(05:25): Profitability Factor(06:47): Value vs. Growth(09:09): Looking at a value, profitability, and small-cap tilted portfolio(09:52): The disadvantage of \u201cindexing\u201d