Zortix
Ask Zortix…⌘KSign in
VTIBEARISHCore thesis · 5/5

Multi-factor portfolio over total market index

Joe argued that for a large sum, a multi-factor portfolio (like a 'ship' design or Paul Merriman's four-fund portfolio) is superior to a simple total stock market index fund (VTI) for better risk-adjusted returns.

Sign in to read the full idea

The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
VTI: Multi-factor portfolio over total market index · Zortix