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SECTOR ETFSCHDVYMMIXEDCore thesis · 5/5

No single ticker was named. Dividend & value ETFs are one way for retail investors to get exposure. Not a recommendation.

International and value stocks offer superior 7-year upside

International equities, global value, and small-cap stocks are positioned for significant relative outperformance over US large-cap growth due to severe valuation dispersion.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
International and value stocks offer superior 7-year upside · Zortix