immagine del profilo
Great idea.
Does factor investing mean investing in the corresponding fund for you?
immagine del profilo
@Tenbagger2024 Correct. I invest in funds. I actually wanted to list them in a table. I have just realized that this is probably not possible and has been lost.
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immagine del profilo
@Tenbagger2024 I have added the ETFs under "Overall breakdown of my portfolio".
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immagine del profilo
@SchlaubiSchlumpf
However, the performance of the Factor Investing ETF is not very impressive.
Why is that?
immagine del profilo
@Tenbagger2024 depends on which one you mean. Momentum should have performed exceptionally well in relation to the benchmark index. It is different with value. In recent years, large (tech) companies have generated above-average returns. So it makes sense to me that a size-weighted MSCI World might perform better than a differently weighted one.
Value on the World has now underperformed.
But it wasn't always the case that value performed worse. Unfortunately, you don't know beforehand. It is the risk of a factor. With every mix, it depends on the composition.

I don't know the weighting of many multi-factor ETFs (such as $GERD). That's why I make my own.