What's the Risk? is a simple investment series we hope investors can use to better understand index and portfolio performance, along with addressing some investment questions and dilemmas.
Full videos can be found at https://www.youtube.com/@mancellfinancial
This podcast is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this podcast to make investment decisions and should seek professional advice.
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
Hosted on Acast. See acast.com/privacy for more information.
What's the Risk? is a simple investment series we hope investors can use to better understand index and portfolio performance, along with addressing some investment questions and dilemmas.
Full videos can be found at https://www.youtube.com/@mancellfinancial
This podcast is for informational purposes only and the information contained is of a general nature and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if particular strategies and products are right for you. In all instances where information is based on historical performance, it is important to understand this is not a reliable indicator of future performance. You should not rely on any material on this podcast to make investment decisions and should seek professional advice.
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
Hosted on Acast. See acast.com/privacy for more information.
In this episode of "What's the Risk" we take a look at the Fama French US Small Value Research Index. It is a research index from the Fama/French model that tracks the performance of small-cap stocks with low price-to-book ratios.
While over the long term, the small/value factor has shown outstanding performance, in recent years it has underperformed. Many people have said these factors have had their day, but this isn't the first time small/value has underperformed against larger growth counterparts, and for investors who want to tilt their portfolio to target higher expected returns, this is a lesson in risk. Factors are not going to always perform as you wish, and they have historically required patience and discipline to capture.
The index was created by academics Eugene Fama and Kenneth French and is designed to isolate and measure the "value" and "size" factors in stock market returns.
The Fama French US Small Value Research Index investible index, but the research by Fama and French has, and continues to inform Dimensional Fund Advisors, where Fama and French are board members.
Want to learn more about investing? Search for "Your Investment Philosophy" on Amazon, Australian link: https://www.amazon.com.au/Your-Investment-Philosophy-Protecting-Fraudsters-ebook/dp/B0BCPJ8BGC/
Mancell Financial Group is an Authorised Representative No. 226266 and Credit Representative No. 403187 of FYG Planners Pty Ltd, AFSL/ACL No. 224543. ABN 29 009 541 253.
Hosted on Acast. See acast.com/privacy for more information.