Description
Paul and Chris cover several questions about the Best-in-Class ETF recommendations and selection process.
What's the overarching objective of the Best-in-Class ETF recommendations?* What's the 6-step process described in your AAII Best-in-Class ETF Article?
Why is it sometimes worth paying another tenth of a percent or more for funds with more exposure to small or value?
Is AVUV's recent 6%/year return advantage over VBR expected and/or likely to continue?* What did Avantis say are the market conditions that favor or disadvantage their approach?* How should investors think of the risks of tilting away from the cap-weighted market indexes towards small and value?
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?
JL Collins is a big proponent of the total market index. 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?
What happens when small-cap value becomes super popular?
Links: Best-in-Class ETF Bootcamp video and podcast
AAII article on Choosing Best-in-Class ETFsPortfolio configurator
Portfolio visualizer factor statistics, factor regression tool, and fund factor regressions.
Watch video here
Paul and Chris interview M1 Finance's CEO, Brian Barnes, and ask several listener questions.
This is the follow-up to their previous M1 Finance 2024 update podcast and YouTube video.
They start by asking Brian how and why he created the company. That's followed by a wide-ranging conversation...
Published 11/20/24
Paul mentions his upcoming presentation to the L.A. Chapter of AAII on November 16, 2024 10:30 to noon.
Chris Pedersen and Daryl Bahls join Paul to answer your questions. Paul opens the podcast with a brief introduction of the team and notes how thankful he is for their commitment to...
Published 11/13/24