#valueinvesting #valueetfs
00:00 - Intro
02:07 - The different types of value
05:04 - Selecting the universe
06:33 - Defining the value metric
08:08 - Portfolio size
11:27 - The rebalancing time frame
16:46 - Sector and industry concentration
19:48 - Position sizing
21:47 - Analyzing the Vanguard Value ETF (VTV)
25:42 - Analyzing the Avantis US Small-Cap Value ETF (AVUV)
28:40 - Analyzing the Invesco S&P Small-Cap 600 Pure Value ETF (RZV)
32:21 - Analyzing the Alpha Architect Quantitative Value ETF (QVAL)
35:33 - Matt has songs to explain value ETFs?
VIEW VALIDEA'S ETF FACTOR REPORT
https://www.validea.com/etf-factor-report
ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
SEE LATEST EPISODES
https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
FOLLOW MATT
Twitter: https://twitter.com/cultishcreative
LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
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LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094