Скачать или смотреть Factor Based Investing: Ultra low cost/maintenance portfolio (Screening & Allocation)

Designed for those wishing to learn to invest and/or those with an interest in factor based investing. In this video I demonstrate how to ...

screen the UK market for stocks exhibiting high Quality, Value & Momentmum factors expressed through Stockopedia's StockRank.

assess which stocks can be purchased through your stockbroker incuding commission free brokers as well as more traditional brokers

ascertain how to allocate your funds to the candidate stocks

By employing a factor investing approach you don't need to become an expert in the company you are selecting, saving you time and making it easier to sell the stock as you won't be as emotionally connected to the stock.

When combined with a commission free broker the net result is an ultra low cost portfolio that requires mininal administration.

Allocation Spreadsheet
https://docs.google.com/spreadsheets/...

Timestamps:
00:00​ – Intro
01:15​ – The Screening process using Stockopedia
03:24 – Checking availability of candidates with our broker
07:17​ – Allocating funds to each candidate
14:19 – Conclusion


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Disclaimer: Any information provided in this video is meant purely for entertainment purposes and does not constitute any form of recommendation, They are simply my opinions. If you want financial advice tailored to your circumstances please consult with a licensed professional.