Factor Based ETF Strategies

di Aaron Lee Johnson (Autore)

Aaron Lee Johnson, 2025

Stop Leaving Money on the Table: The Factor Investing Revolution That Could Add Hundreds of Thousands to Your Retirement You've done everything right with your investments—maxing out your 401(k), buying low-cost index funds, staying disciplined through crashes. You're proud of being smarter than the stock pickers and emotional investors. But here's the uncomfortable truth: while you've been earning solid 7 to 8 percent annual returns, there's been a superior strategy generating an additional 2 to 4 percentage points annually for decades. That difference means $272,000 more wealth over 30 years on just $500 monthly contributions, or an extra $240,000 on a $500,000 portfolio over 20 years. You're leaving life-changing money on the table simply because you stopped learning after discovering index funds. Traditional index funds have a fatal flaw: they weight stocks by market capitalization, forcing you to own more of expensive stocks and less of cheap ones. You're systematically buying high and selling low. Meanwhile, Nobel Prize-winning research spanning 90 years across dozens of countries has identified specific stock characteristics—called factors—that consistently generate superior returns. Value stocks outperform by 3-5 percent annually. Momentum, quality, small-cap value, and low-volatility stocks all deliver documented premiums. These aren't theories—they're robust patterns that pension funds and endowments have exploited for decades while individual investors remained locked out by high fees and complexity. Factor-based ETFs have changed everything. These funds package institutional strategies into simple, low-cost vehicles anyone can buy. You can now implement Nobel Prize-winning strategies with three to six ETFs charging just 0.15 to 0.40 percent annually, spending an hour per year on maintenance while potentially outperforming 90 percent of professional managers. You get systematic access to proven premiums, the same low costs as traditional indexing, complete transparency, and professional-grade tax efficiency—all without needing a finance PhD or million-dollar minimum. But knowledge without action is worthless. Thousands of investors have learned about factor investing, thought "that's interesting," and done nothing. The challenge isn't information—it's implementation. Which factors should you emphasize? How do you transition without triggering massive taxes? When do you rebalance? What do you do during inevitable underperformance? "Factor Based ETF Investing Strategies" answers every practical question with specific, actionable guidance. You'll learn which factors have the strongest evidence, how to build multi-factor portfolios, how to select ETFs, how to transition tax-efficiently, and most critically, how to maintain discipline during the periods when sticking with your strategy feels hardest. Every year you wait is a year of outperformance you'll never recover—and one less year of compounding on those superior returns. The academic research is settled. The tools are accessible. The only question is whether you'll take action or remain among the majority who know about better strategies but never implement them. Buy "Factor Based ETF Investing Strategies" today and start building the portfolio that could add hundreds of thousands to your retirement. Your future self will thank you for making the decision today instead of waiting for a someday that never comes!

• Autore: Aaron Lee Johnson
• Anno edizione: 2025
• Editore: Aaron Lee Johnson
• Formato: EPUB2 con DRMFREE
• Lingua: Inglese
• Compatibilità: Tutti i dispositivi (eccetto Kindle)
• Layout: Reflowable
• EAN: 9798233804939