champc
Every trade has a buyer and a seller, and for every loser there's a winner.
In September 2022, I placed a Sell rating on the Russell 2000 index and ETFs such as VRTIX, VTWO, and IWM that
AVUV: The One Actively Managed Fund That I Like
Summary
- The Avantis US Small Cap Value ETF has significantly outperformed the Russell 2000 and its associated sub-indices. Surprisingly, it has also marginally outperformed the S&P 500.
- The majority of AVUV's outperformance occurs in the months of May to August, and the same factors that are responsible for this are still in place.
- AVUV's portfolio composition is significantly different than that of both the S&P 500 and its benchmark, the Russel 2000 Small Cap Value index. It therefore offers diversification benefits.
- Investors who have a bullish view regarding small caps should express this view via a long position in AVUV. Investors who want to improve the risk / reward characteristics of their portfolio should also consider AVUV.
Marty Popoff has over 20 years of capital markets experience, as a trader, marketer and in a pinch, structurer, primarily in the fields of Government and Corporate Bonds, Interest Rate Derivatives, Credit Derivatives, and Securitization. He has spoken at many conferences and taught Risk Management at the graduate level. From time to time he writes about topics that interest him. He often feels that investing in the markets takes a leap of faith.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.
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