Factor investing tilts the portfolio toward characteristics that have historically earned higher returns: small companies (size), cheap companies (value), profitable companies (quality), and stocks wi...
Factor investing tilts the portfolio toward characteristics that have historically earned higher returns: small companies (size), cheap companies (value), profitable companies (quality), and stocks with recent momentum. A factor-tilted portfolio adds small-cap value (VBR) and sometimes momentum to a core total-market holding.
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