3 Dimensions of Expected Returns with Apollo Lupescu - 132

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 18 September 2017

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

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Summary

Apollo Lupescu of Dimensional Fund Advisors explains how risk and expected returns are affected by size, price and profitability of a company, why the latest from President Trump shouldn’t affect our investing choices, how diversification can protect us from market downturns, and how our fear and greed have us tripping over our portfolios. Also, emails and phone calls on timing retirement and saving while pregnant, plus 6 Last Minute Retirement Strategies and some retirement tips for our younger selves.

Transcript

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0:00.0	If you wanted to build a portfolio that exceeded the returns of what you would get in the SMP 500 or the Dow Jones,
0:07.4	then one way that he can do it is not just buy these large companies, but also placed an emphasis to some degree on the small company stocks, on value stocks, and high profitability stocks.
0:18.3	That's Apollo Lupescu from Dimensional Fund Advisors.
0:21.1	Today on Your Money, Your Wealth,
0:22.8	he explains why size, price, and profitability of a company
0:25.7	matter when looking at risk and expected returns.
0:28.6	In this packed interview, Apollo also talks about
0:31.0	why the latest from President Trump should not affect our investing choices,
0:34.7	how diversification can protect us from market downturns, and how our
0:38.3	fear and greed have us tripping over our own portfolios. Also, the fellows answer your emails and
0:43.7	phone calls on timing retirement and saving while pregnant. And Big Al's got six last-minute
0:49.0	retirement strategies and some retirement tips for our younger selves. Now, here are Big Al
0:53.6	Clopine CPA and a strong, tall, handsome guy that lives with his mother,
0:58.4	Joe Anderson, CFP.
1:01.9	Got a great show lined up, Alan.
1:05.0	Super great show.
1:06.3	I mean, there's so much content.
1:07.5	I don't know how we can fit it all in, but we'll try.
1:09.4	I came into the studio with one sheet of paper.
1:12.5	But it's your head. It's all the stuff in your head. We could be here all weekend.
1:17.3	Yeah, I was kind of running a little late. A little bit.
1:21.5	Well, Joe, I've got some advice.
	...

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