Rick Ferri, CFA on asset allocation

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2+ y ago 43:15

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Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how allocation drives investment returns, the value of rules of thumb when investing, how Rick’s approach to investing has changed over the years, factor investing, asset tax location (tax-efficient fund placement), and more.

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Chapters

1. Rick Ferri, CFA on asset allocation (00:00:00)

2. The Optimal Portfolio (00:15:00)

3. Factor Tilts & Small Cap Value Investing (00:24:16)

4. Asset Tax Location / Across Account Rebalancing (00:34:37)

45 episodes

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