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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (23725)12/19/2025 8:59:08 PM
From: jritz01 Recommendation

Recommended By
chowder

   of 23772
 
RE: Small cap holdings

For the US, I hold SFLO (free cash flow fund) XSMO (momentum small cap), AVUV (value small cap). I recently added AVDV (international small cap) . When I buy based on market caps I always want a free cash flow, momentum and value fund.

AVDV was added because the of the possible rotation to value. I read that when value stocks, both US and international stocks outperform the SPY, that it is a trend that will last 6-7 years and small cap international funds perform the best. There are multiple trillions of dollars that can flow toward value stocks in the future.

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