Vanguard Global Value Factor ETF (VVL.TO)

Value has been outperforming the MSCI world index. This holds a variety of value stocks, 68% in the US and the rest ex-USA.

It is an ETF for the globe, almost every country. It is actively managed. This is a good play for the entire globe.

A lot of money is flowing into ETF's, and they are buying the indexes. However, the things moving the indexes, for example the emerging-market market, are things like TENCENT (TCEHY-5) and Ali Baba (BABA-N). Those portions are being heavily bought, because you don't just have Vanguard buying their stocks, you have all companies that are needing global exposure, buying the same stocks. As they keep getting more and more capital, they keep buying more of the same stocks. If we get a correction stocks are going to sell en masse. He would rather pick individual stocks.

(A Top Pick Jan 13/17. Up 21%.) Invested in a diversified basket of global stocks, with mainly value metrics, with the idea of being careful about not being all about growth companies. Value stocks will start to outpace growth stocks as interest rates move higher.

Long-term hold? Instead of using this, you should be looking a little more at the fundamentals. This ETF is pretty small. There are a lot of Factor ETF’s out there, and he is not convinced fully that they are any better than the index based. He likes to keep costs low. Wouldn’t mind it, but probably wouldn’t want it for a long-term hold.

This product has done remarkably well since it was launched. It is less than a year old and is up an incredible amount. People really need to think globally and to invest in value stocks in small company stocks. A great way to get global stocks and with a value bent.

Feels the value will continue to outperform growth going forward. It seriously outperformed growth in 2016 and he thinks that will continue. An actively managed ETF using a rules-based or quantitative type strategy that aims to select global equities with value characteristics. Right now, this carries a very large weighting in the US financial sector. In the last 6 months, it has outperformed against the world Index by over 10%.

This has done quite well. Value investing and factor investing. If you tilt toward small-cap in value, historically you will get returns that beat the benchmark, albeit with slightly more volatility.

He is a fan of factor based investing. Blackrock builds products that take into account a number of factors at once, where this company isolates its individual factors. If there was one factor he would want to isolate, it would be value.

A factor based product, so it is an actively managed ETF. There is a very long history of evidence showing that value stocks outperform growth stocks. If you want to buy a broad basket of global value stocks, this is a good way to do it.