Factor investing can help you build a smarter, more diversified portfolio by leaning towards characteristics that have historically delivered higher long-term returns.
In this video, rockwealth's Tim Horrocks explains what factor investing is, how it works, and why factors like size, value, momentum and profitability matter. He also looks at how factors apply to fixed income investing and the importance of time horizon when using this approach.
Whether you're planning for retirement, building long-term wealth, or just want to understand how to improve your expected returns, this is a straightforward guide to one of the most powerful ideas in modern investing.
In this video we explore:
* What factor investing is and why it works
* The key equity factors: size, value, momentum, and profitability
* Creditworthiness and duration in bond investing
* Why time horizon matters with factor investing
📅 Designed for long-term investors
📈 Learn how to improve expected returns through academic research
🔍 Discover how to diversify away from concentration risk
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