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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.
Weekend reading factor strategies portfolio Weekend reading factor strategies portfolio

Weekend Reading

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

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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.