5Mon
Yes, and why should you still rely on the ACWI as a core? It is somehow taken for granted...
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@Epi There is certainly no longer a strong reason. Smaller reasons could be
- 30 years is not a long enough view
- I believe in a resurrection of the EM and the demise of momentum
- ...
- 30 years is not a long enough view
- I believe in a resurrection of the EM and the demise of momentum
- ...
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•5Mon
@DonkeyInvestor Somehow these arguments are not just small. Momentum is the most stable factor of all, it has been around since the capital markets have existed.
And "I believe in the demise of momentum" is not a reason, but an expression of ignoring reasons. Hmm...
And "I believe in the demise of momentum" is not a reason, but an expression of ignoring reasons. Hmm...
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I am of the opinion anyway that every ETF that is weighted by market capitalization also uses momentum, so to speak...just not as ultimate and "clearly noticeable" as those that have momentum in their name... 🤷♂️
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