Factor Investing 3 – Funds

Factor funds

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2 Responses

  1. Avatar Nigel says:

    The portfolio has around 40-50 holdings – what do you think of a smaller portfolio approach with one holding in each factor category using one of the world level funds for that factor.

    • Mike Rawson Mike Rawson says:

      I think that would be much better than nothing, but I like to get to 30 stocks/funds in a portfolio if I can. It depends on portfolio size, too, of course.

      I actually had problems buying a lot of these funds in tax-sheltered accounts and I currently hold only 20 factor funds.

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Factor Investing 3 – Funds

by Mike Rawson time to read: 3 min
More in Factors
Factor funds
Factor Investing 2 – FaCS or Factors

Today's post is the second in a series on factor investing, otherwise known as smart beta.