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Investing - Theory, News & General • Value premium - use a small cap value fund or a broad index?

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The reason seems to be that the small cap value option is too narrowly focused and not diverse enough.
I dunno, what kind of diversity is he talking about? Number of stocks? Sectors? Something else? AVUV has 700+ holdings. That’s a lot.

In any case, I split the difference with both SCV (AVUV) and a value fund (VFVA).
Factors. Instead of only holding the market, and therefore the market factor only, you can also hold the value factor, size and profitability factors.

Statistics: Posted by BitTooAggressive — Sat Jun 15, 2024 10:06 pm — Replies 11 — Views 943



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