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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life. 
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  2. This Is a Big Factor in Your Portfolio

This Is a Big Factor in Your Portfolio

Jan 18, 2025

In this episode of Creating Richer Lives, host Karl Eggerss delves into the world of factor-based investing. He explains the concept, highlighting how it differs from traditional strategies. Karl covers the main factors used in this approach, such as value, size, momentum, quality, low volatility, and dividend yield, providing real-world examples and their significance.

By understanding and leveraging these factors, investors can build diversified portfolios that aim to achieve specific investment goals while managing risk effectively.

Topics Covered:

  • Factor Based Investing
  • Diversification
  • Stocks

#factorbasedinvesting #stocks #diversification #captrust #listen @CAPTRUST

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