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Investment Q&A

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

Q: As a value investor, I've been liking the performance of the AVDV small cap ETF which I presently own. I'm not sure if you are familiar with AVES from the same ETF family. I'd like to add a bit of Emerging market exposure, and since this ETF option is another value type, I was drawn to it. Do you see AVES as being acceptable relative to the usual VWO's and VEE's of the Emerging Market world of ETF's ?
Read Answer Asked by James on August 01, 2024
Q: Hi,

Your faith in resurgence of Small caps seem to be paying off! IWM is on a tear, eh?! However an article in Barron's seem to suggest that it is bit early to dive into Small caps!

Having said that, can you suggest some LOW COST Small cap ETFs both in the US and the rest of the world. If you want to give some for growth and some for value, it will be appreciated.

Many thanks.

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Read Answer Asked by Savalai on July 19, 2024
Q: In a potentially inflationary, or even a potentially stagflation environment I like the composition of this small cap ETF since it is slightly overweight on industrials and materials - Would you agree?

It appears quite cheap. Is that mainly because of the cyclical nature of a lot of their holdings?

I'm seeing a 5.67% yield. Would this be sustainable in the mentioned potential economic environment? On one hand these are small caps, which perhaps puts that yield at risk. On the other hand, one would think that the materials and industrial make-up would help hold it up. Thoughts ?
Read Answer Asked by James on October 16, 2022
Q: Hi Team,

I am interested in diversifying my portfolio into small cap value ETFs in the U.S. and outside the U.S. With respect to the above, I am considering investing in VIOV and AVDV. Are there other ETFs that you would recommend that I should look into with respect to small cap value ETFs in the U.S. and outside the U.S.


Thanks

George
Read Answer Asked by George on June 29, 2021