Efficient Markets

47. Factor Investing Part 4: Implementing a Factor Portfolio


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Welcome to Episode 47 of Retire Me.

We wrap up our discussion this week with a discussion on how a factor portfolio is implemented.

We cover:

1) Review of the Factors

2) How to implement a factor portfolio using "tilts"

3) The challenges with holding a factor portfolio for the long run

4) Who should and who shouldn't own a factor portfolio

Detailed show notes and charts will be on my blog this week at www.walhoutfinancial.ca/podcast.

Thanks for listening!

Mark

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Efficient MarketsBy Mark Walhout