Thank you for the video. Wished MSCI made their index construction methodology clearer. I went through their documents and could not understand the criteria used to select EFV stocks. FNDE is 37% China and DGS 25% Taiwan, both very concentrated on a specific country.
thanks for the effort and sharing. i am an appreciative subscriber. your thoughts on midcap value etfs as a less volatile substitute for smallcap value but still adhering to both size/value factor premiums in comparison to the total us market? thumbs up.
@@OptimizedPortfolio ahh nevermind. Looks like not nearly as good of an HML loading compared to AVUV. Im still kindve interested in possibly allocating something like 10% into one of these momentum type funds? Idk. Not a lot of info out there it seems
Good review! For EM I personally like multi-cap value/profitability. Research shows that value and profitability were the best factors in EM and not the Size factor. The size factor benefit in EM was razor thin. Think about it - Small Value companies in Emerging Markets? I don’t need to specifically target that. You would be better off trying to focus on Large & Midcap EM stocks with the value/profitability factor. So that’s just my view and thus AVES would be perfectly fine as you nicely covered - so yes I prefer that than the EM LV + SV barbell approach.
Hi John, I know you did a post a few months ago on AVMV. I am in VOO, VXUS, AVUV, AVDV, DGS. I was looking to add some mid-cap exposure and was debating adding AVMV to target mid-caps Vs adding more of AVUV. I would love to know your thoughts on AVMV esp. since you have also chosen to not include US mid-caps in your own portfolio. Thanks
@OptimizedPortfolio Thanks for getting back, John. AVMV and RWK caught my eye. I wanted to read more about it, but not many have done analysis on these. I will keep an eye on your blog in case you speak about mid-caps in the near future.
As usual thanks for your work John. I’m in the process of moving my Roth to M1. Deciding on how to break up the pie is harder than I ever imagined. VTI and AVUV will be on there, as well as VWO. I want a value play now though but can’t decide on a fund like SCHD or one of the ones you mentioned here. What about VTV though? You didn’t mention that one.
@@OptimizedPortfolio that’s fair. As you say, investments are highly personal. I use a very modified version of your ginger ale scheme with my own twists and subtractions. Your info is very useful, and I’m grateful
May I ask you a question? DGS = Emerging Markets ( MAIN Small Cap Value ) AVES = Emerging Markets ( a little Mid-Cap Value + a little Small Cap Value ) so you prefer DGS right ? May I ask you a question? you think DGS > AVES Right ? My English is terrible ， sorry ~~
I own AVUS, AVLV, AVUV, AVDE, AVIV, AVDV, and AVES. I've been tempted to ditch AVUS for VTI, and lose AVLV and AVIV for momentum, but so far I've resisted because it seems to be the wrong time to sell value while growth and momentum are at the top of their game.
@@Tbatches Nothing wrong with AVGV, but for my own personal strategy I want to tilt toward small cap and be able to rebalance between small and large cap and between US and ex-US. Can't do that with AVGV.
@@timelston4260 understandable. I just figured, with that many Avantis products, you might as well buy the all-in-one package for the simplicity. But if your personal allocations are more important and allow you to stick to the strat better, then all the power!
Thoughts on MBOT? They just had 100% success on their robotic surgeries on animals and now will be moving on to human trials. Also just did 3 offerings so their balance sheet is stacked. Would love for you to do a vid on them if you could! Could be the next AMD for us!
What Value ETFs do you own?
AVUV
@@datboibaf4_ VTV
VT😂
Would love to hear your take on AVEE. I know it's very new.
I'm definitely keeping an eye on it. I mentioned it here: www.optimizedportfolio.com/avantis-new-etfs-november-2023/
@@OptimizedPortfolio thanks for the quick response!
I love you optimized portfolio❤
Thanks, love you too.
This is a very informative video. Im still hesitant on investing in scv but, im thinking i should take a chance and do it by using your value pack.
Thanks for watching!
JW-- another fantastic video presentation-- Thank You !!
Thanks!
Thank you for the video. Wished MSCI made their index construction methodology clearer. I went through their documents and could not understand the criteria used to select EFV stocks. FNDE is 37% China and DGS 25% Taiwan, both very concentrated on a specific country.
Thanks for watching!
thanks for the effort and sharing. i am an appreciative subscriber. your thoughts on midcap value etfs as a less volatile substitute for smallcap value but still adhering to both size/value factor premiums in comparison to the total us market? thumbs up.
I'm not opposed to mid caps but I'd rather take up more concentrated exposure within small caps.
I’ve been looking into RZV. It seems to have better loadings except for HML than AVUV? Have you looked into this at all?
A decent choice but don't overlook its considerably greater negative loading on Momentum. That's the trade-off.
@@OptimizedPortfolio ah I see. Didnt notice that. What about (also invesco) XSVM?
@@OptimizedPortfolio ahh nevermind. Looks like not nearly as good of an HML loading compared to AVUV. Im still kindve interested in possibly allocating something like 10% into one of these momentum type funds? Idk. Not a lot of info out there it seems
Good review! For EM I personally like multi-cap value/profitability. Research shows that value and profitability were the best factors in EM and not the Size factor. The size factor benefit in EM was razor thin.
Think about it - Small Value companies in Emerging Markets? I don’t need to specifically target that. You would be better off trying to focus on Large & Midcap EM stocks with the value/profitability factor.
So that’s just my view and thus AVES would be perfectly fine as you nicely covered - so yes I prefer that than the EM LV + SV barbell approach.
Not so much Size specifically, more that other factors like Value tend to be more "powerful" within the small cap universe globally.
Hi John, I know you did a post a few months ago on AVMV. I am in VOO, VXUS, AVUV, AVDV, DGS. I was looking to add some mid-cap exposure and was debating adding AVMV to target mid-caps Vs adding more of AVUV. I would love to know your thoughts on AVMV esp. since you have also chosen to not include US mid-caps in your own portfolio. Thanks
I haven't really looked too much into it specifically.
@OptimizedPortfolio Thanks for getting back, John. AVMV and RWK caught my eye. I wanted to read more about it, but not many have done analysis on these. I will keep an eye on your blog in case you speak about mid-caps in the near future.
@@sumeetkumar4320 Maybe I'll do a mid cap focused video soon.
You are awesome.
As usual thanks for your work John. I’m in the process of moving my Roth to M1. Deciding on how to break up the pie is harder than I ever imagined. VTI and AVUV will be on there, as well as VWO. I want a value play now though but can’t decide on a fund like SCHD or one of the ones you mentioned here. What about VTV though? You didn’t mention that one.
As mentioned, RPV is my choice for US large cap value.
@@OptimizedPortfolio high expense ratio. I just like SCHD better I guess.
@@Wbrundog I'm looking at factor loadings to base that choice on. Fees are relative.
@@OptimizedPortfolio that’s fair. As you say, investments are highly personal. I use a very modified version of your ginger ale scheme with my own twists and subtractions. Your info is very useful, and I’m grateful
@@Wbrundog Thanks for the kind words!
May I ask you a question?
DGS = Emerging Markets ( MAIN Small Cap Value )
AVES = Emerging Markets ( a little Mid-Cap Value + a little Small Cap Value )
so you prefer DGS right ?
May I ask you a question?
you think DGS > AVES Right ?
My English is terrible ， sorry ~~
Your English is fine! I actually explained it here: ua-cam.com/video/eWVp2SkBtcA/v-deo.html
I own AVUS, AVLV, AVUV, AVDE, AVIV, AVDV, and AVES. I've been tempted to ditch AVUS for VTI, and lose AVLV and AVIV for momentum, but so far I've resisted because it seems to be the wrong time to sell value while growth and momentum are at the top of their game.
Brother why not just go AVGV
@@Tbatches Nothing wrong with AVGV, but for my own personal strategy I want to tilt toward small cap and be able to rebalance between small and large cap and between US and ex-US. Can't do that with AVGV.
@@timelston4260 understandable. I just figured, with that many Avantis products, you might as well buy the all-in-one package for the simplicity. But if your personal allocations are more important and allow you to stick to the strat better, then all the power!
No vym vig schd or dgro?
Those are dividend funds with naive Value exposure lower than that of the funds discussed.
Thoughts on MBOT? They just had 100% success on their robotic surgeries on animals and now will be moving on to human trials. Also just did 3 offerings so their balance sheet is stacked. Would love for you to do a vid on them if you could! Could be the next AMD for us!
You might have me confused with someone else. I don't pick or make videos on individual stocks and this video is on Value ETFs.
Your edits are too close together. Too fast. Very difficult to listen.
Thanks for the feedback!
SCHD stocks don’t look appetizing right now
What? Schd is on sale, but hey I guess you buy high sell low huh.
Thanks for watching!
@@christianperalta3226 that’s my thinking. Not sure what John’s reasoning is for RPV but it’s his opinion
@@Wbrundog agree
So you're going to bail out of a fund after 6 months of bad performance?
VWO looks more like a buy than SCHD VYM right now
Thanks for watching!