How To Retire Earlier By Beating Index Funds?

  Рет қаралды 720

Alex Norman-Jones

Alex Norman-Jones

Күн бұрын

In this video we look at how index funds are constructed, what the potential problems of market cap weighted index funds are and look back historically at how an equal weighted index portfolo performance against the market cap weighted version. We also consider what factors are such as value, momentum and quality stocks and look at the historical performance compared to market cp weighted indices.
TIMESTAMPS:
01:02-02:40 The power of increasing returns
02:41-03:41 How an index fund is made
03:42-05:00 The problem of index funds
05:01-07:25 Equal weighted index v market cap weighted index
07:26-14:51 How factor investing works
WORK WITH ME - ✅ 📝
I am a Chartered Wealth Manager providing independent financial planning services in the UK. I help people retire earlier, make the most of their finances, protect their families and save taxes.
Our Independent Financial Advice business - www.heritage-fp.co.uk
email - alex@heritage-fp.co.uk
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Website - www.heritage-fp.co.uk
DISCLAIMER:
The content in this video is provided for information and entertainment purposes. It should not be construed as direct or indirect financial advice. You must thoroughly research any potential financial or investment decision and fully understand the risks before taking it. If in doubt, you should seek Independent advice from a professional adviser. Tax rules and legislation is subejct to change. HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. The Financial Conduct Authority does not regulate tax planning. The value of investments and any income from them can fall as well as rise, and you may not get back the original amount invested. Past performance is not a reliable indicator of future performance and should not be relied upon.

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