Better than indexing? Why we use Dimensional
Eric Franklin
Jan 5, 2024
It is possible to be broadly diversified and low-cost while also beating standard cap-weighted indexes.
How?
By building broadly diversified and low-cost offerings that focus on the actual valuation of the underlying holdings and that utilize purchasing discipline in the acquisition of those holdings. This is why our core portfolios extensively use Dimensional Funds. The video below does a great job explaining these concepts at a high level.
We are proud to be Dimensional advisors here at Prospero Wealth. What really invigorates me is knowing that I will be able to say the same thing 10 or 20 years into the future.
The Dimensional investing approach is not broadly known by retail investors, but it fascinates and excites our data-driven clientele. If you want to "nerd out" about fund construction or better understand what a data-driven approach to investing looks like, feel free to reach out.
It is possible to be broadly diversified and low-cost while also beating standard cap-weighted indexes.
How?
By building broadly diversified and low-cost offerings that focus on the actual valuation of the underlying holdings and that utilize purchasing discipline in the acquisition of those holdings. This is why our core portfolios extensively use Dimensional Funds. The video below does a great job explaining these concepts at a high level.
We are proud to be Dimensional advisors here at Prospero Wealth. What really invigorates me is knowing that I will be able to say the same thing 10 or 20 years into the future.
The Dimensional investing approach is not broadly known by retail investors, but it fascinates and excites our data-driven clientele. If you want to "nerd out" about fund construction or better understand what a data-driven approach to investing looks like, feel free to reach out.
It is possible to be broadly diversified and low-cost while also beating standard cap-weighted indexes.
How?
By building broadly diversified and low-cost offerings that focus on the actual valuation of the underlying holdings and that utilize purchasing discipline in the acquisition of those holdings. This is why our core portfolios extensively use Dimensional Funds. The video below does a great job explaining these concepts at a high level.
We are proud to be Dimensional advisors here at Prospero Wealth. What really invigorates me is knowing that I will be able to say the same thing 10 or 20 years into the future.
The Dimensional investing approach is not broadly known by retail investors, but it fascinates and excites our data-driven clientele. If you want to "nerd out" about fund construction or better understand what a data-driven approach to investing looks like, feel free to reach out.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington, Oregon, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.
© Prospero Wealth 2024. All rights reserved.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington, Oregon, and California and in other jurisdictions where exempted. We are conditionally registered in Texas.
© Prospero Wealth 2024. All rights reserved.
7724 35th Ave NE #15170
Seattle, WA 98115-9955
(971) 716-1991
hello@prosperowealth.com
Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the states of Washington, Oregon, California, and in other jurisdictions where exempted.
© Prospero Wealth 2024. All rights reserved.