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Bootcamp #9 - Best-in-Class ETF Recommendations episode artwork

Mar 5, 2025 1 hr 10 min

Bootcamp #9 - Best-in-Class ETF Recommendations

from Sound Investing Hosted by Paul Merriman

Watch Video here Chris Pedersen updates his recommendations and describes his selection process in an interactive presentation with Paul and Daryl along for the ride. This "Best In Class ETFs Recommendations" presentation is the 9th in the Boot Camp Series. (We have not completed some of the earlier presentations due to the high interest in Chris' Best In Class Recommendations). The focus of each the Boot Camp presentation is to help investors make the best of what we consider to be the biggest long term decisions they will make. Of course we cannot know the ETFs that will produce the highest returns but we can measure the likely impact of the factors that Chris discusses during his presentation. On behalf of all of the people who find this work helpful, as well as Daryl Bahls and myself, I want to thank Chris Pedersen for all he has done to help us understand the potential long term advantage of his analysis. It is our hope that his work will give investors the confidence and commitment to “stay the course" in the normal ups and downs of the market. 00:00:00 - Intro 00:07:15 - Changes 00:12:31 - Factor Basics 00:18:00 - Selection Criteria 00:20:21 -- Quantifying Differences 00:24:32 -- Comparing in an Asset Class 00:31:10 -- More than just numbers 00:32:12 -- BIC ETFs on Website 00:33:05 -- US Large Cap Blend 00:34:33 -- US Large Cap Value 00:37:40 -- US Small Cap Blend 00:42:30 -- Int'l Large Cap Value 00:43:30 -- Int'l Small Cap Blend 00:44:15 -- Em. Mkts Small Cap Blend 00:44:50 -- Portfolio Configurator 00:46:25 -- Roboadvisor ETFs 00:51:06 -- Versus Russell 2,000? 00:54:00 -- Avantis & DFA Advantage 01:03:36 -- Analysis Timeframes 01:04:44 -- Closing Remarks Links: Best-in-Class ETF Recommendations Page Portfolio Configurator Sound Investing Portfolios Bootcamp Page

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The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network The Investor's Podcast Network Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast. On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the wo Capital Ideas podcast Capital Group Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc.All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.For full disclosures go to capitalgroup.com/global-disclosures.

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