Play Defense With The Vanguard S&P 500 Value ETF

Summary

• It's now clear that the July/August rise in equity markets was a bear-market rally that quickly fizzled out.
• There are just too many headwinds to get overly bullish here: high inflation, rising interest rates, Putin's war on Ukraine that has broken global energy & food supply chains, etc.
• That being the case, investors who haven't already positioned their portfolio in a more defensive posture should consider the "value" sector of the market.
• The Vanguard S&P 500 Value ETF has a portfolio that is trading at a significant discount to the S&P 500 and has outperformed the S&P 500 by 6% over the past year.

Bet_Noire

We all now know the stock market's quick jump upward from mid-June to mid-August was simply a bear-market rally that quickly fizzled out and has already given back almost all the gains. And, as mentioned in the bullets above, the macro-environment

Analyst’s Disclosure:I/we have a beneficial long position in the shares of VOO, VOOV, VTV, CVX, XOM, XLP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am an electronics engineer, not a CFA. The information and data presented in this article were obtained from company documents and/or sources believed to be reliable, but have not been independently verified. Therefore, the author cannot guarantee their accuracy. Please do your own research and contact a qualified investment advisor. I am not responsible for the investment decisions you make.