RL155 — Factor-Based Investing

Retirement Lifestyle Show with Roshan Loungani, Erik Olson & Adrian Nicholson

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson break down Factor investing and why it's such an effective investment strategy. They cover topics like the basics of Factor investing, the diverse approaches to multi-factor investing, and smart investing approaches to help you beat the market and maximize returns.

[00:00] Introduction

[04:48] Why Most People are Research-based Investors

[07:00] What is Factor Investing?

[12:16] Common Attributes of Factor Investing

[15:47] Understanding Multi-Factor Investing

[18:20] The Common Sense Test

[21:22] How to Protect Yourself from Risky Investing

[26:30] The Momentum with Volatility Control Strategy

[31:10] Comments on The Momentum with Volatility Control Strategy

[35:50] The Basics of the Value, Quality, Momentum, and Timing Strategy

[38:58] Unique Measures of Value

[43:27] Analyzing a Snapshot of a Morningstar Portfolio

[47:15] Weighting and Stock Analysis

[50:43] The Tremendous Outperformance of Growth Versus Value

[55:30] Why Investors Must be Willing to Endure Periods of Underperformance

[57:55] The Quality, Larger Value with Income Strategy

[01:05:55] Performance Numbers and Why Investment Strategies Behave Differently

[01:10:45] Resources for Factor Investing

[01:13:52] Parting Thoughts

Roshan can be reached at [e-mail] or at 202-536-4468. Erik can be reached at [e-mail] or 815-940-4652. Adrian can be reached at [e-mail] or at 703-915-8905.

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Website: https://retirementlifestyleshow.com/

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https://youtu.be/hKVzI87v0tA

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https://www.linkedin.com/in/roshanloungani/

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https://www.linkedin.com/in/financialerik/

https://www.linkedin.com/in/adrian-nicholson-74b82b13b/

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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.