Value vs Core vs Blend Investments--How Interest Rates Explain Market Returns in 2022

Personal Capital: https://robberger.com/go/personal-capital/yt-value-vs-growth-atf A viewer named David recently sent me this question:

Hey Rob, I use Personal Capital to check and modify my allocations. I think it’s a wonderful tool, however I’m confused on what is meant by the term Core. Yet portfolio visualizer uses just Value and Growth. I’ve included a picture of both. Thanks David

In this video I walk through the tools and explain value vs core vs growth. We also look at how these valuation metrics explain why some investments are performing much better than others during this difficult year.

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Video Resources
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Personal Capital: https://robberger.com/go/personal-capital/yt-value-vs-growth
Portfolio Visualizer: https://www.portfoliovisualizer.com/
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Investing Tools
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My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-
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Stock Rover: https://robberger.com/go/stock-rover/yt-
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-

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My Favorite Online Banks: https://www.allcards.com/best-online-banks/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate

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Popular Videos
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1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM
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3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY

#valueinvesting #growthinvesting #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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Видео Value vs Core vs Blend Investments--How Interest Rates Explain Market Returns in 2022 канала Rob Berger