Ben felix model portfolio

I'm a huge fan of Ben Felix and his proposed factor tilts. Here we'll look at how to construct a U. Interested in more Lazy Portfolios?

He is widely recognized for his expertise in the field of investing and financial management and has created a model portfolio, the Ben Felix Model Portfolio. In this post, we take a look at Ben Felix Model Portfolio. We end the article with a backtest of the strategy as a matter of fact, we make several backtests. The Ben Felix Model Portfolio is a globally diversified investment strategy that utilizes index funds and tilts towards specific factors, such as size, value, and profitability factor investing. The portfolio is designed to provide investors with a diversified investment strategy that is based on academic research and data analysis. It comprises several different asset classes, including domestic and international stocks, and sometimes, bonds.

Ben felix model portfolio

As a teaser, the ETF model portfolios are a combination of low cost Canadian, US, International Developed and Emerging market-cap weighted equities , a dip-your-toes sprinkling of small-cap value funds and Canadian aggregate bonds. Hey guys! This investing opinion blog post is entirely for entertainment purposes only. There could be considerable errors in the data I gathered. This is not financial advice. Do your own due diligence and research. Consult with a financial advisor. Ben Felix and Cameron Passmore are the Canadian duo responsible for creating the popular Rational Reminder Podcast , Rational Reminder Website and high engagement Rational Reminder Community where investors of all walks of life can interact and discuss topics related to investing strategies and personal finance. As a fellow content creator myself, albeit in the travel sphere as my day job, I greatly admire the effort Cameron and Ben have put forth to consistently produce informative content with a wide range of podcast guests and for creating a community space where investors can learn, grow and share ideas together. Additionally, Ben Felix has a YouTube channel where he makes focused teleprompter-style scripted videos on a wide variety of investing subjects. Boglehead style investors and the Rational Reminder Model Portfolios seek to own equity market-cap weighted indexes at the lowest cost possible. Canada is well known for many positive attributes but an unfortunate one is that it has some of the highest mutual fund fees in the world and a plethora of still existing gawd awful legacy investing products.

Thanks for the kind words!

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As a teaser, the ETF model portfolios are a combination of low cost Canadian, US, International Developed and Emerging market-cap weighted equities , a dip-your-toes sprinkling of small-cap value funds and Canadian aggregate bonds. Hey guys! This investing opinion blog post is entirely for entertainment purposes only. There could be considerable errors in the data I gathered. This is not financial advice. Do your own due diligence and research. Consult with a financial advisor.

Ben felix model portfolio

Their advice at its core is to follow an evidence-based investing approach that starts and usually ends with a low cost, globally diversified, and risk appropriate portfolio of index funds or ETFs. Simplify this even further by investing in a single asset allocation ETF that automatically rebalances itself. But I took a long-time to switch to indexing because the product landscape was less than ideal. Then, in , Vanguard again changed the game when it launched a suite of asset allocation ETFs designed to be a one-fund investing solution. It would be great if the debate ended there, but this is investing and many of us are wired to look for an edge to boost our returns.

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While backtesting results are not a guarantee of future performance, it does provide an indication of how the portfolio has performed in the past, which can be useful information for investors when deciding whether to invest in the portfolio or not. Mebane T. The portfolio is based on the principles of index investing and factor-based investing, and it utilizes a combination of low-cost index funds and ETFs to provide broad exposure to different markets and sectors. Past performance does not guarantee future results. Specifically, the Size premium refers to the returns of small stocks minus the returns of large stocks, known as small minus big or SmB. Necessary cookies are absolutely essential for the website to function properly. Non-necessary Non-necessary. Disclosure: Some of the links on this page are referral links. I personally prefer to overweight Emerging Markets like this model portfolio does. We make the following weightings into five different Canadian ETFs:. Historical backtesting shows that the portfolio has generated high returns. Some of these strategies include:. Because the interest rates determine the value of stocks. These cookies will be stored in your browser only with your consent. This portfolio is a ratio.

Ben Felix, a renowned investment advisor and host of the Rational Reminder podcast, has developed a model portfolio that incorporates his investment philosophy.

Hey guys! Definitely not. This website uses cookies to improve your experience. Remember though that there have been extended rolling periods where factors delivered a negative premium from time to time. As such, the model portfolio here is conveniently constructed with popular, low-fee ETFs. High rates equal less appetite for owning risky assets, and investors will only own risky assets…. Did my mandatory military service in between. Interested in more Lazy Portfolios? Boglehead style investors and the Rational Reminder Model Portfolios seek to own equity market-cap weighted indexes at the lowest cost possible. This newest model has since been called the Fama French 5 Factor Model. Additionally, what tickers did you use for the backtest? Ticker ACWF gives you global multi-factor exposure to value, momentum, quality and size whereas AVGE the new Avantis fund of funds provides both global core and factor exposure all in one. Specifically, the Size premium refers to the returns of small stocks minus the returns of large stocks, known as small minus big or SmB. The positive premiums delivered by these factors have been significant historically. I must have been looking at the previous paper.