Bucking the Trends: An ETF That Follows Stock Picks

Bucking the Trends: An ETF That Follows Stock Picks

Assessment

Interactive Video

Business

University

Hard

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The video discusses the transition of a blog's annual stock recommendations into an ETF, highlighting the unique fulcrum fee structure that ties fees to performance relative to the S&P 500. The speaker emphasizes transparency in fund management and the challenges of regulatory compliance. The investment philosophy focuses on companies with competitive advantages and consistent growth. The speaker also reflects on the learning process and future plans for the ETF.

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3 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the significance of having 'skin in the game' for the fund manager?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

How often does the speaker plan to make changes to the ETF's stock list?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What challenges did the speaker face in the process of creating the ETF?

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