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  1. #11

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    Thanks @shri I hadn't heard of Paul Merriman before. Other personal finance books I've read recently are Your Money or Your Life, A Simple Path to Wealth, Financial Freedom, and some other short books, but none of them mentioned that small-cap value index funds have performed better than other asset classes in the past. We only have the past to go on, and it's nice to see an academic and financial advisor try to tell everyone what were the best asset classes in the past and their risk based on the past.

    It can get pretty complicated if you invest in 7+ asset classes, but I like the idea of trying to pursue the highest return with the lowest possible risk (diversification seems to help a lot).

    I thought I had figured out the best way to be average (just buy
    SWTSX or VTI), but there are so many averages out there that I haven't considered. I'd like to try to get the best average return possible.


  2. #12

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    It can get pretty complicated if you invest in 7+ asset classes, but I like the idea of trying to pursue the highest return with the lowest possible risk (diversification seems to help a lot).
    @LoganH - you should look at AOA, AOK and AOM ETFs of ETFs from iShares for even more simplification / automatic rebalancing etc etc ...

  3. #13

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    Quote Originally Posted by shri:
    @LoganH AOA, AOK and AOM ETFs of ETFs from iShares for even more simplification / automatic rebalancing etc etc ...
    Thanks, but at 32 I don't want to invest in fixed income. I already have a mortgage linked savings plan if I don't know what to do with my cash.

    Sorry to hijack your awesome thread, but maybe the type of risk/reward with the lowest fees possible is something one big enough fund of funds doesn't offer.

    I want to seek the highest possible average return based on historical data and I haven't 100% concluded if that's in small and large cap value funds, but that seems to be what Paul Merriman's evidence shows. I'll have to keep reading, but I think my next buy will be of a low fee small cap value fund. I like low cost mutual funds more than low cost ETFs because I like that mutual funds only change their prices once a day.

  4. #14

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    Original Post Deleted
    It's definitely a personal preference and it has more to do with psychology and sleeping. I don't like being able to be up at night (HK time) looking at my investments fluctuate throughout the night (9:30 a.m. to 4:30 p.m. E.T.). If I can't help myself from checking them, I'd like their prices to only change once a business day. Also with stocks and ETFs you can see the daily highs and lows, and you might regret not putting in a limit order at the daily low for example, but U.S. mutual funds eliminate that potential regret by usually making you decide to buy or sell them by 4 p.m. E.T. once a business day.

    I'd have to look further about costs increasing if turnover increases significantly enough, but generally mutual funds have less turnover than ETFs, but of course you could find low turnover ETFs and high turnover mutual funds.

  5. #15

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    Another interesting video from PensionCraft..

    https://youtu.be/IY86PS2ow74


  6. #16

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    Building esg portfolios from morningstar.

    https://youtu.be/ROMsMddo0hE


  7. #17

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    Good conversation involving some Thinking Fast/Slow related ideas and psychology of investment decisions.

    https://www.youtube.com/watch?v=oV9H1e8pxfE


  8. #18

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    While I don't 100% agree with this video, it does open up some lines of thought and conversations...

    https://youtu.be/T71ibcZAX3I


  9. #19

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    A couple of good videos from Merriman... Done for the AAII audience.


    https://youtu.be/_X3GHi6CWrw

    And the follow up...

    https://youtu.be/-AFvUmLqlBQ

    Worth watching to understand a little bit about investing and keeping things simple, unless you really do want to complicate tjings...

    Last edited by shri; 05-11-2020 at 05:15 PM.

  10. #20

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    The YouTube channel "The Swedish Investor" has many videos with summaries of books related to finance.
    https://www.youtube.com/channel/UCAe...GoGMbXuYPmiu2A

    shri likes this.

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