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Rewarded Factors and Outperforming the Market | AWM Insights #146
AWM Insights Financial and Investment News
English - March 03, 2023 21:15 - 12 minutes - 11.9 MBInvesting Business News Business News pro athlete financial advisor athlete wealth management finance athlete financial advisor wealth management investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: The Logic Behind Your Stock Holdings | AWM Insights #145
Rewarded factors have been integral for investors that seek to outperform the market.
Instead of guessing and making stock picks, the use of these factors has beaten indices and stock pickers while keeping costs low and staying more tax efficient than active managers.
Incorporating more small, valuable, and profitable companies into your stock portfolio over long periods of time takes advantage of efficient risk that pays off and can supercharge multigenerational returns.
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Episode Highlights
0:00 Intro1:35 Our general thoughts on Equity management2:20 How do we try to outperform active managers and indexes?3:27 Characteristics of companies that outperform in the market.5:08 How being a long-term investor helps you capture these rewarded factors.7:15 These rewarded factors are proven across different time periods, regimes, and markets.8:32 What does 2% of outperformance means in terms of the magnitude of wealth9:31 How early planning can make huge impacts on your multi-generational wealth11:09 How we add rewarded factors to your portfolio12:45 Text us