SELL EVERYTHING! (EP.8)
SELL EVERYTHING! (EP.8)

SELL EVERYTHING! (EP.8)

Nella Kharisma

34 min0 plays0 favorites
Business & Finance
Play

Description

<p>In Episode 8 of the Rational Reminder podcast we discussed the following:</p> <ul> <li>Fidelity’s 0% MER index funds are already at $1 billion</li> <li>When costs are 0%, how do you pick a fund?</li> <li>Indexing is not a passive investment strategy</li> <li>Index construction and product implementation > low fees</li> <li>A three factor regression on the Manulife Multifactor ETFs</li> <li>Indexing is still a tiny part of the market</li> <li>Not all factors belong in a portfolio</li> <li>Dividend investing shouldn’t be so controversial</li> <li>Dividends are not a spending rule</li> <li>Financial experts don’t sound like experts to non-experts</li> <li>Sell everything!</li> </ul> <p> </p> <p>The stories we talked about:</p> <ul> <li><a href= "https://www.bloomberg.com/news/articles/2018-09-04/fidelity-zero-fee-funds-attract-almost-1-billion-in-first-month" target="_blank" rel="noopener">Fidelity Zero-Fee Funds Lure About $1 Billion in First Month</a></li> <li><a href= "https://advisors.vanguard.com/VGApp/iip/site/advisor/researchcommentary/article/IWE_InfographicIndexingDefinition1" target="_blank" rel="noopener">Infographic: Three myths related to indexing</a></li> <li><a href= "http://theirrelevantinvestor.com/2018/09/02/what-does-it-mean-to-be-a-financial-expert/" target="_blank" rel="noopener">What Does it Mean to be a Financial Expert?</a></li> </ul> <p> </p> <p>The charts we talked about:</p> <p><img src= "https://assets.libsyn.com/secure/show/127327/Chart1-8.png" alt="" width="80%" height="80%" /></p> <p>Image Source: Vanguard</p> <p> </p> <p><img src= "https://assets.libsyn.com/secure/show/127327/Chart2-8.png" alt="" width="80%" height="80%" /></p> <p> </p> <p>For more information or to contact Cameron and Ben, visit <a href= "https://www.pwlcapital.com/teams/passmore-felix/" target="_blank" rel="noopener">pwlcapital.com</a></p> <p> </p>

Creators

corrine_steps

corrine_steps

Creator