skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I’m looking for a US value based ETF that will outperform the overall market if the rotation into value continues, but should just the same be a solid long term (5-10 year) hold regardless of how the growth/value trade plays out in the future. What would be your preference between IWN, IWS, VTWV or is there something else you would suggest?
Read Answer Asked by Steven on June 22, 2021
Q: I was reading something from Paul Merriman where he recommends allocating a portion of your portfolio to a small cap value fund, particularly for investors with very long time horizons as he claims that historically this is one of the best performing categories over long periods. How do you feel about this strategy? I was considering either IWN or VTWV. Do you have a preference between these two and can you suggest a similar ETF for international (non US) small cap value?
Read Answer Asked by Steven on January 07, 2021
Q: I currently hold VTWV, and notice that you recommend IWO generally when picking a Russell 2000 ETF. Should I sell VTWV, which hasn't done very well, and replace it with IWO, and if so, why? It seems that IWO is doing better but I don't understand why, as I would think the two are comparable.

Thank you for this wonderful service. The new design is super.
Elizabeth
Read Answer Asked by Elizabeth on December 14, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!