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Take control of your financial future with expert insights, tips, and guidance from Senior Financial Advisor Mike Connon, Senior Financial Advisor Carlo Cansino, and Financial Advisor John Iaconetti at the McClelland Financial Group of Assante Capital Management Ltd.
Episodes
Thursday Jul 06, 2023
Thursday Jul 06, 2023
We've been using factor investing for over 19 years, discover why. Today on ThinkSmart Senior Financial Advisors Rob McClelland and Mike Connon do a deep dive into factor investing. What they are, how they work, and why we believe they are the best way to invest your money.
Key points:
(01:19): How to look at factors
(01:46): Fighting FOMO
(02:05): Deep dive on the 3 factor
(03:22): Small Cap vs. Large Cap
(05:02): What does switching investment strategies cost you?
(05:25): Profitability Factor
(06:47): Value vs. Growth
(09:09): Looking at a value, profitability, and small-cap tilted portfolio
(09:52): The disadvantage of “indexing”
(01:19): How to look at factors
(01:46): Fighting FOMO
(02:05): Deep dive on the 3 factor
(03:22): Small Cap vs. Large Cap
(05:02): What does switching investment strategies cost you?
(05:25): Profitability Factor
(06:47): Value vs. Growth
(09:09): Looking at a value, profitability, and small-cap tilted portfolio
(09:52): The disadvantage of “indexing”
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