Welcome to Episode 44 of Retire Me!

In the world of enterprise technology, businesses want proof that the solutions they are buying will perform as expected.  They look for research, they test solutions to make sure they are compatible with their environment, and they build business cases based on their findings.  These steps help businesses make good decisions.

When I discovered factor investing in 2017, it made sense that investment decisions should be carried out the same way as big business decisions.  Asking questions like:

1. What is the evidence that supports our decision making?
2. The data robust and reliable?
3. Can we implement it in a way that fits my life and my goals?
4. Can I expect a relatively better ROI on this approach over decades, versus other alternatives?

Over the next 4 weeks, we will:

1. Introduce factor investing more in depth
2. Explain the main factors that drive investment returns
3. Explain how factors can be implemented
4. Offer some pros and cons and reasons why you may want to either pursue or avoid a factor investment strategy

Most of the content for these episodes is inspired and heavily sourced from Larry Swedroe and Andrew Berkin's book:

"Your Complete Guide to Factor Based Investing" Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today: Berkin, Andrew L, Swedroe, Larry E: 9780692783658: Books - Amazon.ca

The design point of these episodes is to explain factors in "Plain English".  Some of the research is a little wonky, so I have done my best to condense and simplify wherever possible.

If you have questions or clarifications, please message me or send an email to [email protected]

Show notes will be up on my blog at www.walhoutfinancial.ca/podcast

Enjoy!