EPISODE · Jun 27, 2026 · 19 MIN
This Multi-Factor Portfolio Beat The S&P 500 Over 33 Years (With Less Risk)
from The Money Matters MD Show · host Abhishek Gadre, MD, FCCP
In this episode, we put the 4-Quadrant Portfolio to the ultimate test with a 33-year backtest against the S&P 500.We explore how factor investing, momentum, value, and small-cap strategies performed through major market crashes, and why a diversified multi-factor portfolio may offer stronger long-term returns with a smoother investing experience.#Investing #ETFs #FactorInvesting #PersonalFinance #SP500
What this episode covers
In this episode, we put the 4-Quadrant Portfolio to the ultimate test with a 33-year backtest against the S&P 500.We explore how factor investing, momentum, value, and small-cap strategies performed through major market crashes, and why a diversified multi-factor portfolio may offer stronger long-term returns with a smoother investing experience.#Investing #ETFs #FactorInvesting #PersonalFinance #SP500
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This Multi-Factor Portfolio Beat The S&P 500 Over 33 Years (With Less Risk)
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