Paul Merriman Financial Education for Every Stage of Life
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- เผยแพร่เมื่อ 4 ก.ย. 2024
- Paul and Chris cover several questions about the Best-in-Class ETF recommendations and selection process.
1. What's the overarching objective of the Best-in-Class ETF recommendations? soundinvesting...
2. What's the 6-step process described in your AAII Best-in-Class ETF Article?
3. Why is it sometimes worth paying another tenth of a percent or more for funds with more exposure to small or value?
4. Is AVUV's recent 6%/year return advantage over VBR expected and/or likely to continue?
5. What did Avantis say are the market conditions that favor or disadvantage their approach?
6. How should investors think of the risks of tilting away from the cap-weighted market indexes towards small and value?
7. Retail investors have a potential superpower versus institutional fund managers -- patience!How many hours does it take Chris to update the Best-in-Class ETF recommendations?
8. JL Collins is a big proponent of the total market index.
9. How much is our Best-in-Class ETF recommendation for large-cap blend (AVUS) likely to outperform a total-market index fund such as VTI?
10.What happens when small-cap value becomes super popular?
Links: Best-in-Class ETF Bootcamp video ( • Bootcamp #9 Best in Cl... ) and podcast- (www.paulmerrim...)
AAII article on Choosing Best-in-Class ETFs Portfolio configurator (soundinvesting...)
Portfolio visualizer factor statistics (www.portfoliov... regression tool (www.portfoliov...) , and fund factor regressions (www.portfoliov....
Paul has had the biggest influence on my financial literacy.
Same
Paul is the best. Keep it up you 2.
I look forward to each episode. Thanks for all your team does
Excellent episode! A great education in how the Best in Class ETFs are chosen.
Thank you Paul to you and your team. Terrific service for our financial knowledge.
Paul don't you sleep!? Did you just post this! ahahah Thanks for the great material as usual!
Small cab value was good for the three years he mentioned what about the 10 previous years that it was under performing? Tell me anyone that will sit there for 10 years and wait it out.
Growth was on the tear in the last ten years, it can't continue its outperformance for much longer. Value will rebound and will deliver
All you have to do is stop benchmarking your returns to the S&P. I have never tracked my returns against an index anyway.
The much larger weighting to energy stocks is another reason AVUV has outperformed most small cap funds.
Very good information, but in all honesty, nobody is going to go through all of this in out and finding the best ETF
Just pick all world ETF and then
And all world bond, ETF and call it a day and spend your time doing some more pleasurable or profitable