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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: rnam ✧  😊 😞
Number: of 15056 
Subject: Re: WSJ article - Value investing needs a tuneup
Date: 02/12/2025 10:33 AM
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The problem with many of these factor based value indices is that they get over weighted with cyclical sectors. Five of the top 10 stocks are in oil & gas sector. 23% of the holdings are in energy sector. Energy is deeply cyclical, and the temporary high cash flow can reverse dramatically in the down cycle.

I have seen this in many other "value" investments. High dividend funds overweight in utilities and REITs. Low PB overweight in banks and insurance.

It would be great to combine these value factors with above average revenue growth / share. Any suggestions on ETFs that do that?
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