WTV

hymie-the-robot

I agree WTV would remove international stocks. I haven't looked at FYLD, which seems to follow the same concept (shareholder yield) for non-US stocks. in any case, I think this value play would prevent tech concentration, which you will have in your other portfolio.

hillionman

Thanks! But doesn’t WTV makes it too US foccused? Don’t know if that’s a risk tho…

hymie-the-robot

I am a fan. I would change TLT to KMLM because TLT has been highly correlated to equities in recent years, and I'd consider WTV instead of VT. IT is becoming mired in capex, with signs AI may lack pricing power, and already we're seeing a rotation out of the sector. so your pivot is timely.

Glittering-Ad7872

Love everything but we need to decide ADTX or WTV

absurd_logic589

I started buying bonds again and moving to hedges. I don't really do value investing much. I did invest in WTV just because I like the formula they use currently.