Episode

WCI #476: Factor Investing: Should You Tilt Your Portfolio?

Podcast
White Coat Investor Podcast
Published
Jun 18, 2026
Duration seconds
4073
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Summary

Should investors stick with traditional index funds, or does factor investing deserve a place in a portfolio? In this episode of the White Coat Investor Podcast, we interview Jeromey Thornton from Avantis about the firm's origins, investment philosophy, and approach to factor investing. We discuss portfolio tilts, the evidence behind factor premiums, how investors should think about choosing funds, and what makes Avantis different from DFA. Whether you're a dedicated index fund investor or considering factor tilts for the first time, this episode explores the tradeoffs, potential benefits, and practical considerations involved. This episode is brought to you by K eyBank ! For six years, White Coat member benefit partner, Laurel Road, has been part of KeyBank. As of March 16th, that partnership becomes even stronger as Laurel Road is now officially under the KeyBank brand. With the transition to KeyBank, the same tools and services you rely on now come with enhanced resources and support and the same great experience you trust. WCI members can continue to enjoy the benefits and financial resources as they always have, with even more support from KeyBank. To learn more and for terms and conditions, please visit https://www.whitecoatinvestor.com/keybank The White Coat Investor Podcast launched in January 2017, and since then, millions have downloaded it. Join your fellow physicians and other high income professionals and subscribe today! Host, Dr. Jim Dahle, is a practicing emergency physician and founder of The White Coat Investor blog. Like the blog, The White Coat Investor Podcast is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their…