Bogleheads University 501 2023 - The Case Against Factor Investing with Rick Ferri

Rick Ferri discusses what drives investment portfolio returns (beta), adding factor strategies to a total market portfolio, tracking error from targeting factor premiums, the importance of having a long investment horizon (25+ years), fees (hurdle rate), lack of premiums ex-post, behavioral risk, mean regression and more.
Recorded on October 13, 2023.
Bogleheads University 2023 is split into two tracks: Bogleheads 101 Investing Fundamentals and Bogleheads 501 Advanced Topics.
The Bogleheads University Courses can be found at boglecenter.ne.... Slides and transcripts are also available.
The complete Bogleheads 2023 Conference Proceedings can be found at boglecenter.ne...
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