“Buy them the Vanguard Total World Stock ETF… or the Dimensional World Equity ETF… 13,000 or so companies”

Matt Ludmer · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · RWH074: True Wealth w/ Matt Ludmer

Play from 2:15:29
2:15:29

Audio streams from the publisher’s own feed. Verbatim does not host or copy it.

What was described

Uses Dimensional Fund Advisors ETFs (e.g., Dimensional World Equity ETF) as the core of the long-term surplus pot

Said nearby on the same subject

“Anybody can buy an ETF. One of my chagrins down the ETF space… we’ve been in that space so long as I’ve been on calls with pensions that I’m trying to get interested in the Auspice funds.”
♫
Said on Michael Covel's Trend Following
Growth tactic Share this moment
“We built a set of ETFs, a set of beta exposures and a set of smart beta exposures… today we're the fifth largest ETF manufacturer in the world.”
SM
Schwab Asset Management
Masters in Business ·
Business model Share this moment
“You could sell an ETF based on the S&P 500 and buy an ETF based on another index… or buy a fund that invests in the same industry”
♫
Said on Motley Fool Hidden Gems Investing
Growth tactic Share this moment
“Tax simplifies because if you're using a fund of fund, it's all managed through that one fund… your tax next year is going to be more complicated with multiple ETFs.”
♫
Said on Get Started Investing
Why it worked Share this moment

Moments like this, every Monday

The strongest new moments on your topics, in the speakers' own words. Free for three topics.

No card. No password. One-click unsubscribe.

Track a competitor?

Pro watches up to 25 names or phrases and emails you the morning after they are said.

See Pro, $29 a month

Verbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.