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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AdrianC ⎊🐝  😊 😞
Number: of 15062 
Subject: Re: Value Fund
Date: 05/25/2023 9:55 AM
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If you believe US markets esp. large cap growth are overvalued, maybe a bet on international small cap value stock in the AVDV ETF will beat S&P500.

An excellent and aggressive idea is actively managed Avantis International Small Cap Value ETF, which is absurdly cheap by all statistical measures.

AVDV focuses on low price-to-book ratios (excluding Goodwill) and a high cash-backed measure of profitability.

Just saw this Tw***er thread:

https://twitter.com/Jesse_Livermore/status/1659403...

Investing motto I'm using for the 2020's decade:

(1) International over Domestic
(2) Value over Growth
(3) Small over Large

Charts below are P/E & CAPE (absolute, normalized to avg, relative) for INTL DM (EAFE) Small-Mid Cap Value and US Large Cap w/ Value removed. Very cheap!
...
Keeping it simple: doing the opposite of what worked in the prior decade. More likely to see the huge valuation and currency discounts that accumulated over that period revert towards normal than to see another huge discount get built up on top of the one that's already there.
...
Some options are:

$AVDV
$ISVL (newer, less liquid, same performance)


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