Wow, she is really sharp! I wish I could speak so clearly and fluently and English is my first language!

@excitedaboutlearning1639

Ай бұрын

Yeah. Even though she has a heavy Chinese accent, her intonation is American. So, it's easy to understand what she's saying.

It's absolutely magical when the guest and topic is focused on factor investing. Like a reminder of why most viewers became a part of this community!

@WhiteCloud746

Ай бұрын

so true. They tend to drift too often away from what people came here for. Better to have fewer, more focused episodes, in my view. This is what we want.

This is another one of those I have to listen to a couple times. So much packed into it.

What a wonderful guest!

Don’t be afraid to ask how to pronounce words from your guests! Her university in Zhejiang specifically in the intro is perhaps closer in our standard of English as “Juh Jawng”.

I wonder to what degree it is harder for DFA to implement its trading approach in the ETF versions of their strategies compared to the mutual fund versions of their strategies? How much return is an investor sacrificing by buying the ETF versions of DFA funds?

didn't understand anything but it was fun to listen to

Incredible guest, excellent episode. Thank you.

The journey is the key to success and happiness, not the destination. It was said so well, good show.

Impressive guest. So much good information.

Great episode!! Impressive guest😎😎😎😎

Excellent listen. Thank you.

Incredible guest! I’m more convinced to buy DFA products - they’re miles ahead of the competition.

That was awesome, thanks guys and gal!!

Last question and answer re: success is gold!

Does anybody get any actual actionable information from podcasts like these? Curious to hear which information you have used directly in your own portfolios.

❤❤❤ would be interested to know how the guest constructs her portfolio whether she uses the products her firm sells. Thank you

I don’t get her point on not using factor funds in portfolio. So I shouldn’t use dimensional ETFs for large value, small Value, high profitability? And instead just invest in core funds? Why not use core funds, but add in the component funds for higher factor tilts? In fact dimensional core wealth plus model does this, so her points contradict that strategy

Bland hosting. Guest was great tho.

Fantastic episode. For all my fellow Canadian plebs without DFA fund access, hear me out: Equities: 25% FCUV - fidelity US large-mid cap value 25% FCCV - fidelity Canadian large-mid cap value 25% ZGQ - Global large-mid cap quality stocks following msci all country quality index. Includes emerging markets. 25% VVL - vanguard global value developed markets. Includes about 30% small cap allocation. For fixed income allocation: Throw in VGAB to your preference. Vanguard global bonds hedged to CAD scrutinize away. I might be a bit USA heavy

First ❤

@shiva102fps

Ай бұрын

And finished listening. Great episode. Hope to see more RR like these, as these are typically the ones I tune in for

DFA ETFs expense ratios are too high! 0.27% (Ticker: DACE) vs 0.07% (Ticker: VAS) for Australian Equity

@sccroobyj4024

Ай бұрын

You can't see the forest for the fees! The managed fund version of DACE has beaten the ASX 300 (after fees) by 0.54% pa over the past ten years, factor in tax and it's even further ahead. DFA smashes index funds on tax efficiency.

@REAAX

Ай бұрын

@@sccroobyj4024 Where did you source this from? DFA0003AU since inception has return 6.60% annualised where the benchmark has returned 6.69%

@Martin-jm8wi

Ай бұрын

It's really getting ridiculous with price sensitivity nowadays.... In the last we had active funds charging 1,x% or 2,x% and got index funds for 0,2% or 0,1%. Now people are complaining about those charges. Especially for multi factor ETFs 0,27% is not unusually high...

@sccroobyj4024

Ай бұрын

@@Martin-jm8wi Yep, and in Australia it's because clowns like betashares might be driving down fees on flagship funds, but that's only to loss lead for their high fee thematics. With DFA core, you're getting exposure to LVS for 0.28-0.36% with tax efficiency you couldn't achieve with indexes, nor three separate ETFs targeting those factors ie VGS VVLU VISM

@REAAX

Ай бұрын

@@sccroobyj4024 DFA etf in Aus has underperformed the benchmark in both hedged international and Australian equities looking at their website. Where did you information from?

Just buy XEQT

@DiabeticDawg

Ай бұрын

💪🏻🤩 yes sir!

@MoneyGuyNOW

Ай бұрын

XWD was here first… and better…