IWV

November Winners

Average stock in the large-cap russell 1,000 rose 9.77% in november. 38 stocks gained more than 30%, 14 rallied more than 40%, and seven surged more than 50%. Affirm was up the most in november with a gain of 95.4%. The top-performing stocks in the russell 3000 in november are the 30 stocks that rose the most. Twelve stocks have gained the most market cap in 2023.

VFMF: Vanguard's Multifactor ETF Is Just Value In Disguise

Vanguard u.s. Multifactor etf shares (vfmf) is a multi-factor fund emphasizing momentum, quality, and value factors. Vfmf has a strong value lean and a 14.16x forward p/e. Since its launch in february 2018, the fund has underperformed an equal-weighted three-factor index.

SYLD: Attractive Valuation And Quality

Cambria shareholder yield etf is an actively managed fund that focuses on shareholder yield and value metrics. The syld fund's portfolio consists of 100 stocks, with a significant allocation to energy, materials and financials sectors. Syld has outperformed value etfs in both small and large caps over the past 10 years.

Weekly Report: what happened at IWV last week (1120-1124)?

Happy Thanksgiving! 2023 YTD Winners

Average russell 3,000 stock is up just over 5% year-to-date on a total return basis. 28 of the best-performing stocks in the index so far in 2023 are up more than 200%. Some of this year's big winners are still down significantly from highs made a couple of years ago.

Goldman Sachs 2024 stock strategy - beaten-down cyclicals

Goldman sachs equity team says cyclicals are an opportunity for 2024 as recession risks fade. Goldman's economists put the chance of the u.s. Economy entering a recession at just 15%. The equity team predicts the s&p 500 will close next year only slightly higher at 4,700. "look for tactical opportunities to own beaten-down cyclicals"

IWV: Perhaps A Better Core Equity Allocation Now

Ishares russell 3000 etf is largely driven by the same large-cap stocks that drive the s&p 500. Iwv offers exposure to a wide range of u.s. Companies, making it a suitable investment for long-term growth. The fund has a high expense ratio compared to its peers, but provides diversification.

Weekly Report: what happened at IWV last week (1113-1117)?