Weekend Reading: Factor Strategies Belong in Your Completion Portfolio Toolkit

This article appears as part of Casey Weade's Weekend Reading for Retirees series. Every Friday, Casey highlights four hand-picked articles on trending retirement topics and delivers them straight to your email inbox. Get on the list here.
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Weekend Reading

Did you know there's a way to fine-tune your investment strategy for even better results through factor strategies?


Key Points:

  • Factor strategies systematically target specific stock attributes (like value, size, and momentum) that have historically driven higher returns
  • Completion portfolios are designed to complement existing holdings and fill gaps in an investor's overall portfolio
  • Integrating factor strategies into a completion portfolio can enhance diversification, manage risk, and potentially improve performance

Why It Matters: Why settle for average returns, you could be building a smarter, more targeted portfolio? Don't miss out on the potential of factor investing to enhance your retirement nest egg.