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A Trade Eight Years In The Making: Lessons From The ETF With The Highest Allocation To GameStop (SYLD)
Manage episode 283970901 series 2536164
コンテンツは Seeking Alpha によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Seeking Alpha またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Investors searching for the ETF with the highest allocation to GME at the start of 2021 would have turned up the Cambria Shareholder Yield ETF (SYLD). A quant by nature, SYLD's portfolio manager Meb Faber accumulated his outsized position in GameStop (GME) patiently over nearly a decade, sticking to his guns as shares moved consistently lower (Meb is the co-founder, CEO and CIO of Cambria Investment Management). Rather than taking a victory lap, Meb views his experience with GME as an important teaching moment for investors. This may be the most important investing podcast you listen to this year.
Show Notes
2:15: How the Cambria Shareholder Yield ETF (SYLD) ended up being the ETF with the largest allocation to Gamestop (GME) at the start of 2021
8:30: 90% of investors don't have a plan - and that's a huge mistake
10:30: Market-cap weighting works - until it doesn't: A word on position sizing
13:30: Chasing multi-baggers is hazardous to most investors' health: Having a process and sticking to it
18:30: An asset allocation strategy built with low-cost funds is the right approach for the vast majority of investors
Learn more about your ad choices. Visit megaphone.fm/adchoices
…
continue reading
Show Notes
2:15: How the Cambria Shareholder Yield ETF (SYLD) ended up being the ETF with the largest allocation to Gamestop (GME) at the start of 2021
8:30: 90% of investors don't have a plan - and that's a huge mistake
10:30: Market-cap weighting works - until it doesn't: A word on position sizing
13:30: Chasing multi-baggers is hazardous to most investors' health: Having a process and sticking to it
18:30: An asset allocation strategy built with low-cost funds is the right approach for the vast majority of investors
Learn more about your ad choices. Visit megaphone.fm/adchoices
100 つのエピソード
Manage episode 283970901 series 2536164
コンテンツは Seeking Alpha によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Seeking Alpha またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Investors searching for the ETF with the highest allocation to GME at the start of 2021 would have turned up the Cambria Shareholder Yield ETF (SYLD). A quant by nature, SYLD's portfolio manager Meb Faber accumulated his outsized position in GameStop (GME) patiently over nearly a decade, sticking to his guns as shares moved consistently lower (Meb is the co-founder, CEO and CIO of Cambria Investment Management). Rather than taking a victory lap, Meb views his experience with GME as an important teaching moment for investors. This may be the most important investing podcast you listen to this year.
Show Notes
2:15: How the Cambria Shareholder Yield ETF (SYLD) ended up being the ETF with the largest allocation to Gamestop (GME) at the start of 2021
8:30: 90% of investors don't have a plan - and that's a huge mistake
10:30: Market-cap weighting works - until it doesn't: A word on position sizing
13:30: Chasing multi-baggers is hazardous to most investors' health: Having a process and sticking to it
18:30: An asset allocation strategy built with low-cost funds is the right approach for the vast majority of investors
Learn more about your ad choices. Visit megaphone.fm/adchoices
…
continue reading
Show Notes
2:15: How the Cambria Shareholder Yield ETF (SYLD) ended up being the ETF with the largest allocation to Gamestop (GME) at the start of 2021
8:30: 90% of investors don't have a plan - and that's a huge mistake
10:30: Market-cap weighting works - until it doesn't: A word on position sizing
13:30: Chasing multi-baggers is hazardous to most investors' health: Having a process and sticking to it
18:30: An asset allocation strategy built with low-cost funds is the right approach for the vast majority of investors
Learn more about your ad choices. Visit megaphone.fm/adchoices
100 つのエピソード
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