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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AdrianC   😊 😞
Number: of 12641 
Subject: Re: Dividends
Date: 02/06/2024 8:12 PM
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Are there any commercially available products that do this or something like this?

There are managers screening for “profitability” and “value”, selecting stocks on some combo of the two, rebalancing regularly.

This is one I like:
https://www.avantisinvestors.com/avantis-individua...

There’s no equally weight 40 stock fund.

Large cap value:
https://www.avantisinvestors.com/avantis-investmen...

“Invests in a broad set of U.S. large-cap companies and is designed to increase expected returns by focusing on firms trading at what we believe are low valuations with higher profitability ratios.”

15 basis points. Different weighting than SPY. No Berkshire, interestingly.

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