Paul Merriman Financial Education for Every Stage of Life

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  • Опубликовано: 29 сен 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....

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