Episode

How I Tilt My Portfolio With Factors

Podcast
Stock Spotlight
Published
Aug 27, 2025
Duration seconds
1465
Processing state
not_requested
Canonical source
https://podcasters.spotify.com/pod/show/mf369/episodes/How-I-Tilt-My-Portfolio-With-Factors-e375db1
Audio
https://anchor.fm/s/fa8f9bac/podcast/play/107180833/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2025-7-21%2F583475a1-c4e3-ddd5-100a-06111b95ee20.mp3
JSON
/v1/public/podcasts/stock-spotlight-7027390/episodes/how-i-tilt-my-portfolio-with-factors
Markdown
/podcast/stock-spotlight-7027390/how-i-tilt-my-portfolio-with-factors.md

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Summary

On this episode of Stock Spotlight, Michael pulls back the curtain on how he personally invests with factors. Instead of spotlighting one company, he explains how he layers factor ETFs on top of his core index exposure - building what he calls a 3-layer cake portfolio: S&P 500 base, factor tilts for extra flavor, stock picks on top for fun. You’ll learn about the major factors (size, value, momentum and more), why they’ve delivered long-term premiums and how Michael blends them into his own portfolio construction. He also covers the hard part: the patience and discipline it takes to stick with factors when they underperform for years at a time. ---------------------------------------------------------------- 00:00 Intro 00:45 What is Factor Investing 03:00 The 8 Factors Explained 13:57 What I Actually Own 17:52 Why Factor Investing Is Harder Than It Sounds 19:42 Practical Takeaways 23:47 Outro ---------------------------------------------------------------- Intro Music: Andrey Rossi – Seize the Day Outro Music: Ra – Prospect *Music provided by Uppbeat Premium Follow me on X: https://twitter.com/invest091 Subscribe to my YouTube channel: https://www.youtube.com/@stockspotlightpodcast ---------------------------------------------------------------- Disclosure: The host of Stock Spotlight is not a licensed financial advisor. The information and opinions shared during the show are for entertainment purposes only.