We look at multi-factor (value, quality, low volatility and momentum) ETFs and portfolios. We believe factor ETFs can add good value to an asset allocation portfolio.
We look at value-momentum combined ETFs.
Low volatility factor can indeed outperform broad base stock indexes.
Many brokerages are now offering unlimited commission free stock and ETF trades. But that doesn’t necessarily bode well to investment cost improvement.
We explore a bond ETF portfolio that includes muni bond funds and show that it can probably match returns of mutual fund based portfolios.