“Low cost index funds… you’re competing with a PhD in liquid dynamics from MIT… with supercomputers and AI.”
SG
Scott Galloway
BiggerPockets Real Estate Podcast ·
“You really need to look at the weighted average total cost of your portfolio… if you can keep it around about 0.3% of a percent, I think that it would suggest… low-cost traditional indexing plus some factor-based indexing”
Stuart Weems · Investopoly · Ep 430: Is financial advice worth it? What rules can't fix.
Play from 8:26
8:26
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What was described
Target a weighted-average total expense ratio of about 0.3% for the whole portfolio by mixing low-cost index funds with a modest allocation to factor-based funds
0.3% expense ratio
Said nearby on the same subject
“Total Fund Management… combine our asset allocation function with our treasury function. Asset allocation is what you want to buy. Treasury is how do you pay for it.”
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Ontario Teachers Pension Plan
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“Our portfolio analysis since 2023 suggests a diversified APEC fixed income portfolio could target a 7.5% return with a vol of roughly 4%, depending on allocation constraint.”
KP
Kelvin Pang
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“We began volatility targeting the portfolio ... its average volatility would be in approximately probably about a 15 vol in the 90s ... later ... to mute those kinds of responses, to make it more compatible with professional allocators”
PW
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