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Rewarded Factors and Outperforming the Market | AWM Insights #146
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Rewarded factors have been integral for investors that seek to outperform the market.
Instead of guessing and making stock picks, the use of these factors has beaten indices and stock pickers while keeping costs low and staying more tax efficient than active managers.
Incorporating more small, valuable, and profitable companies into your stock portfolio over long periods of time takes advantage of efficient risk that pays off and can supercharge multigenerational returns.
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Episode Highlights
- 0:00 Intro
- 1:35 Our general thoughts on Equity management
- 2:20 How do we try to outperform active managers and indexes?
- 3:27 Characteristics of companies that outperform in the market.
- 5:08 How being a long-term investor helps you capture these rewarded factors.
- 7:15 These rewarded factors are proven across different time periods, regimes, and markets.
- 8:32 What does 2% of outperformance means in terms of the magnitude of wealth
- 9:31 How early planning can make huge impacts on your multi-generational wealth
- 11:09 How we add rewarded factors to your portfolio
- 12:45 Text us
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