No. of Recommendations: 0
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:
avantisinvestors.com - Avantis individuals shareholdersThere’s no equally weight 40 stock fund.
Large cap value:
avantisinvestors.com - Avantis US large cap value ETF“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.