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.
Key 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 “indexing”