Ep. 2005: The Habanero Portfolio

Podcast: Talking Real Money - Investing Talk · Don McDonald

Opublikowano: 2026-10-22

0:43 Don and Tom turn up the heat on factor investing: why small, value, and profitable companies have historically earned higher returns, why tracking error can be brutal, and why a modest tilt may be easier to live with than a portfolio built entirely around factors. 12:20 A listener’s 457(b) includes a non-U.S. value fund holding roughly 45% cash. The hosts explain why that unusually high cash position, active management, and higher expenses make the simpler international index option more appealing. 17:47 Should a bond mutual fund inside an IRA be converted to its new ETF version? Th...