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Emil's avatar

That was awesome! But why focus only on the value and size factors? The S&P 500 isn't purely large-cap growth—at least not historically

Vincent Jansen's avatar

This is not a blueprint for perfect diversification, rather a rough categorization of diversification pillars. I agree there are more diversifying factors within the category of economically sensitive stocks. I also think there are more subcategories within the other categories too. The large-cap category might include momentum, quality, and investment factors, the treasuries category might include corporate credit or TIPs, and the gold category might include other precious metals and commodities. This can be gamed out way further than this simple framework.