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Is Value Investing Dead?

Is Value Investing Dead?

FromMoney For the Rest of Us


Is Value Investing Dead?

FromMoney For the Rest of Us

ratings:
Length:
32 minutes
Released:
Jul 24, 2019
Format:
Podcast episode

Description

Why has value investing underperformed growth investing for over twelve years and how to position your portfolio for the eventual rebound in value investing.In this episode you will learn:The difference between growth and value investing and why value investing outperforms growth investing over the long-term.How value and growth indices are constructed and how they differ from fundamental indexing.What are the risks and opportunities of investing in concentrated, deep-value managers.Why value investing will eventually rebound.Thanks to WIX and Sleep Number for sponsoring the episode.For show notes and more information on this episode click here.[0:18] What is value investing?[2:07] A historical look at growth vs. value yields. [5:41] The return of the value stock in the early 2000s. [11:07] The twelve and a half years of underperforming value stocks. [13:09] The sectors controlling the performance of value and growth stocks. [15:01] Better understanding the indices. [20:31] Using fundamentally weighted indices to balance your portfolio. [23:10] Are underperforming managers struggling because of poor skills or because of unfavored strategies?[29:20] While value may be difficult to predict, it isn’t dead.  
Released:
Jul 24, 2019
Format:
Podcast episode

Titles in the series (100)

A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com