Check your inbox or spam folder to confirm your subscription.
Go to main Voices page »
For me that’s easy… private companies with great management teams and reasonable valuations. I’ve made more money investing in early stage companies the last 5 years than I could have ver dreamed of.
VAW – the Vanguard Materials Index ETF.
Given the enormous size of the US federal debt and entitlement costs, the Federal Reserve will have a very difficult time reigning in inflation which is now raising it’s ugly head. I don’t think there is another Paul Volker waiting in the wings with double digit interest rates.
Small cap Japanese banks.
Just kidding. Well, maybe.
I think ex-US value & small stocks will do well. That group may seem small, but the universe contains thousands of stocks. Many of which have missed out on the massive gains seen in the big cap tech space.
I’ve positioned my portfolio somewhat significantly in VSS (the Vanguard Ex-US Small Cap Fund). It avoids the US market obviously but also has no exposure to big foreign firms like Tencent, Alibaba, and Taiwan Semi.
I anticipate some reversion to the mean with respect to returns in foreign markets and US markets.
Just my 2 cents.
What are your thoughts on the Avantis International Small Cap ETF (AVDV)? Do you prefer VSS because it is passive?