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Writer's pictureJay Coulter, CFP®, CIMA®

Alternative Indexing Methodologies & The XOUT Story With David Barse (EP177)

Updated: May 3, 2021




David Barse joins Jay Coulter to discuss his firm's unique alternative indexing methodology. At its core, their process is focused on eliminating underperforming stocks based on their scoring system. David and Jay discuss the 4 P's behind XOUT; Performance, People, Process and Portfolio.


 

Podcast




 

Soundbites From the Interview







 

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