SOUND INVESTING PODCAST

10/16/2024

https://anchor.fm/s/10bb8090/podcast/play/93135549/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-9-16%2F459e906f-a065-8f5d-3abd-affa995a328c.mp3 Paul Merriman
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Show Notes

About This Episode

* Value and size tilts

* Financial characteristics

* Factor exposures

* Number of holdings

* Tax efficiency and* Charted historical performance with side-by-side comparisons.

Chris also briefly describes how he uses the premium X-Ray feature to compare portfolios with different fund families, including the Best-in-Class ETFs, which he plans to update early next year.

For those interested in a more quantitative approach, please take a look at the Bootcamp video Chris created for the Best-in-Class ETF selection process, where he describes how he uses Portfolio Visualizer to quantify fund factor exposures and factor statistics to estimate expected returns.  Here's a link to that video at the time where the Portfolio Visualizer discussion begins:   ⁠https://youtu.be/UaEC-JZYYJA?t=852⁠


Here is the video link for this podcast.

https://www.youtube.com/watch?v=rDN3LyEFk3E

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