I just started buying AVUV today to complement my S&P 500 holding. It's a part of my "growth allocation" haha. Your videos have helped a lot in terms of my research for Small Cap value and this specific fund. Thank you sir!
Follow up: I think a short video discussing the nature of Avantis Funds’ “active management” could be a big winner for you. Plenty of people have been scared out of active management due to ARK-type strategies + the general narrative surrounding passive/active. You did a great job of briefly summarizing in this video but a video specifically dedicated to that topic could be great IMO!
@@deanturnertraining Great point. Thanks for the suggestion! Video coming sometime in the future on this idea of the myth of "passive": www.optimizedportfolio.com/passive-is-a-myth/
Excellent. Your videos are always add so much value. Who is the custodian? Looking forward a key question is whether AI will negatively impact small cap value more than large cap growth
How does the increased popularity of passive investing into index funds and the increased number of investors who soley invest into the s&p 500(large cap) or tech funds affect the small cap value premium going into the future? Can small cap value keep its history of outperformance if investors are mainly taught these days to just blindly keep investing into the s&p 500 (large cap)and tech (qqq)? Where will capital inflows come in to increase scv value if all the money will consistently keep pouring into s&p 500/ tech by the new generation of passive investors?
Great video… I’ve struggled between picking between AVUV and SLYV. I’m currently SLYV. That “active” tag and short lifespan give me pause. Although Avantis really seems to be filling some spaces in my optimal portfolio, for example AVDV. Really looking forward to seeing how this company performs going forward.
Thanks, Kyle! SLYV is definitely a great choice too. I used to own that index via VIOV. I'd even venture to say its index construction is just as "active" as AVUV.
@@OptimizedPortfolio Gotcha! I went with SLYV over VIOV because of the smaller bid/ask/spread, but I am definitely getting more comfortable with the idea of swapping out SLYV for AVUV. I’m hoping they come out with a EM small cap value at some point too. Similar to DFAs DEMSX fund, but obviously in an ETF. Currently using EWX to fill that space.
@@OptimizedPortfolio I have. I looked into both of those after another of your videos! AVES was too large for what I wanted. If I were going to swap currently it’d be to DGS. I’m using M1 finance and following Paul Merriman/Chris Pedersen’s aggressive 2 funds for life strategy. The 2nd “pie” I currently have built to work with the TDF is 70% SLYV, 20% AVDV, and 10% EWX.
I noticed that in your ginger ale portfolio you held developed markets scv and emerging markers scv at equal weightings. Is there a reason you did that instead of mirroring the weighting of vxus/vtiax which has emerging markets at 25% and developed markets at 75%?
I like and own AVUV. But I kinda wish people would stay quiet about it (glare at John). I worry that if AUM grows too much it will hinder its ability to enter and exit positions without moving the prices too much. John, are my concerns unfounded?
What do you think of AVUV from Avantis? Do you own it or any other ETFs for small cap value stocks?
I own and i like
Great info, I've had all of my small cap value invested in vbr before I learened of avuv. Now I have about 1/2 in each.
Thanks for sharing, Brandon!
AVUV is my favorite! Thanks for the great video.
Thanks, TJ! Hard not to love this fund. Others apparently feel the same, because it is Avantis's most popular.
@@OptimizedPortfolio Yes! I have it avuv 25% in my Roth and HSA 👍
I just started buying AVUV today to complement my S&P 500 holding. It's a part of my "growth allocation" haha. Your videos have helped a lot in terms of my research for Small Cap value and this specific fund. Thank you sir!
Thanks for sharing!
Great video, John. Thank you for all the content you put out. You will have 100k+ subs in no time!
Follow up: I think a short video discussing the nature of Avantis Funds’ “active management” could be a big winner for you.
Plenty of people have been scared out of active management due to ARK-type strategies + the general narrative surrounding passive/active.
You did a great job of briefly summarizing in this video but a video specifically dedicated to that topic could be great IMO!
Thanks! That would be nice. 👍🏻
@@deanturnertraining Great point. Thanks for the suggestion! Video coming sometime in the future on this idea of the myth of "passive": www.optimizedportfolio.com/passive-is-a-myth/
Great video. Love the new background
Thanks!
terrific series of videos - Thank you for making this information so accessible.
Glad you like them!
Great video! I like your “Value Investor” meme checking out AVUV. That’s awesome. I’m a subscriber already, really enjoy your videos! ✨ 🏆
Thanks so much! Really glad you're enjoying them! :)
DCA into AVUV ETF on a monthly basis. In it for long term . Great review.
Thanks!
Excellent. Your videos are always add so much value. Who is the custodian? Looking forward a key question is whether AI will negatively impact small cap value more than large cap growth
Thanks, Stephen! American Century Investments backs Avantis.
I have both AVUV and international AVDV. Great long term funds. Would love to hear your opinion on GRID as a long term hold.
Thanks for sharing. Hadn't heard of GRID but looks like a pricey narrow industry play.
Avuv is an amazing fund as are many of the Avantis funds. Keep up these videos
Thanks!
I hesitate between AVUV and SPHQ Quality factor etf
I’d love to see an analysis of SYLD
You mean SLYV?
@@StockSpotlightPodcast no Syld it’s called Cambria shareholder yield
Thanks for the suggestion!
Got it ! still holding VBR until it gets out of the red , purchasing only AVUV from here on out DCA'ing
Awesome!
How does the increased popularity of passive investing into index funds and the increased number of investors who soley invest into the s&p 500(large cap) or tech funds affect the small cap value premium going into the future?
Can small cap value keep its history of outperformance if investors are mainly taught these days to just blindly keep investing into the s&p 500 (large cap)and tech (qqq)? Where will capital inflows come in to increase scv value if all the money will consistently keep pouring into s&p 500/ tech by the new generation of passive investors?
It doesn't. It sounds like you might think AUM = price discovery; it doesn't. See my video here: ua-cam.com/video/vkdxaizwGLo/v-deo.html
Great video… I’ve struggled between picking between AVUV and SLYV. I’m currently SLYV. That “active” tag and short lifespan give me pause. Although Avantis really seems to be filling some spaces in my optimal portfolio, for example AVDV. Really looking forward to seeing how this company performs going forward.
Thanks, Kyle! SLYV is definitely a great choice too. I used to own that index via VIOV. I'd even venture to say its index construction is just as "active" as AVUV.
@@OptimizedPortfolio Gotcha! I went with SLYV over VIOV because of the smaller bid/ask/spread, but I am definitely getting more comfortable with the idea of swapping out SLYV for AVUV. I’m hoping they come out with a EM small cap value at some point too. Similar to DFAs DEMSX fund, but obviously in an ETF. Currently using EWX to fill that space.
@@kylel8954 Have you looked at AVES or DGS?
@@OptimizedPortfolio I have. I looked into both of those after another of your videos! AVES was too large for what I wanted. If I were going to swap currently it’d be to DGS. I’m using M1 finance and following Paul Merriman/Chris Pedersen’s aggressive 2 funds for life strategy. The 2nd “pie” I currently have built to work with the TDF is 70% SLYV, 20% AVDV, and 10% EWX.
@@kylel8954 I gotcha. Cool cool.
I noticed that in your ginger ale portfolio you held developed markets scv and emerging markers scv at equal weightings. Is there a reason you did that instead of mirroring the weighting of vxus/vtiax which has emerging markets at 25% and developed markets at 75%?
I explained that in my post on that portfolio - basically the lower correlation and expected premium of Emerging Markets.
@@OptimizedPortfoliothank you, your videos have been really helpful
@@Ehhhh123 Glad to hear it!
I just moved my Roth to M1 and replaced VBR with AVUV 👍👍
Thanks for sharing!
@@OptimizedPortfolio thanks for all your work and videos. I learn from you!
@@Wbrundog Thanks for the kind words! Glad you're learning! :)
Great Piece - I added $AVUV to my Roth IRA account earlier this year !!
Thanks!
With AUM of over $10 billion, at what size do you think AVUV becomes too large that it may impact alpha potential?
If we believe small cap value delivers true systematic risk premia, it wouldn't.
Still waiting for a video overview of the Ginger Ale Portfolio ;)
Will do that one at some point. :)
Just bought around 15 shares planning on investing weekly
Thanks for watching, Jason!
10-12% of my liquidity is in AVUV. I like it.
Awesome!
Im trying to decide b/w going with AVUV which has exposure to both small and mids or going with a combo of RWJ and RFV. Thanks for the video.
Thanks for watching!
If you’re capable of holding 10+ years of underperforming if the value and size premium “disappear” AVUV is a no brainier
Fingers crossed.🤞
Small caps have been lagging this year. Hopefully they turn around soon.
Indeed. Jan. and Feb. were good. March and April weren't.
I like and own AVUV. But I kinda wish people would stay quiet about it (glare at John). I worry that if AUM grows too much it will hinder its ability to enter and exit positions without moving the prices too much.
John, are my concerns unfounded?
Haha wouldn't worry about that too much.