Eduardo Repetto: Deep Dive with Avantis Investors' CIO | Rational Reminder # 228

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  • เผยแพร่เมื่อ 25 ส.ค. 2024

ความคิดเห็น • 29

  • @cooper8t
    @cooper8t ปีที่แล้ว +22

    Avantis, come to Europe please!!

    • @Nova-zn8sc
      @Nova-zn8sc ปีที่แล้ว +6

      Yes, Daniel spot on! Europe can't wait for your great products, Avantis! There may even be a first mover advantage since Dimensional does not offer ETFs in Europe yet!

    • @DRC85
      @DRC85 ปีที่แล้ว +2

      Interactive Brokers can probably be of use to you

    • @samheyman09
      @samheyman09 ปีที่แล้ว +1

      What's best for us in Europe? Buy Avantis ETFs with USD currency risk and no tax benefits, or buy EU-based ETFs in euros with tax benefits?

    • @cooper8t
      @cooper8t ปีที่แล้ว +2

      @@samheyman09 Don't forget the US withholding tax too

    • @Nova-zn8sc
      @Nova-zn8sc ปีที่แล้ว +1

      Checking from time to time the news but haven't found any update so far. Has anyone of you heard of an update when Avantis plans to offer their first ETFs in the European market?

  • @Omar-et7sb
    @Omar-et7sb ปีที่แล้ว +3

    Christmas early! I have been EAGERLY anticipating this... halfway through, it does not disappoint!

  • @luggeee
    @luggeee ปีที่แล้ว +5

    I loved the analogy with gas station sushi stores and scv screening. Great one

  • @stevep8333
    @stevep8333 ปีที่แล้ว +3

    Liked the add in question at the end. Keep rockin' Cameron & Ben - love and look forward to this podcast.

  • @Kenster-man
    @Kenster-man ปีที่แล้ว +5

    It would be interesting to get insights on how Avantis differs from Dimensional in terms of the factor weighting/implementation?
    I assume they’re both very similar but with maybe some slight/minor differences in the factor loadings. I believe Avantis emphasizes the Quality factor a bit more more than Dimensional based on what I see from Morningstar data.

  • @donpeters9534
    @donpeters9534 ปีที่แล้ว +2

    @1:16:00 But (Free) Cash Flow can be used for ReInvestment or To Make Acquisitions or To Pay Down Debt or For Buy Backs or Paid Out as Dividends... All provide value to shareholders...

  • @kirkafur3
    @kirkafur3 3 หลายเดือนก่อน +1

    Ben Felix is like my Vulcan science officer aboard the USS Retirement Account.

  • @jcayzac
    @jcayzac ปีที่แล้ว +11

    Now I'm craving good pizza 🍕

    • @Smartskull0
      @Smartskull0 ปีที่แล้ว +3

      And some good sushi 😆

  • @fib6156
    @fib6156 ปีที่แล้ว +1

    55:20. I don't get this. The moment your company buys the other company the market will readjust the discount rate and thus price. Why didn't you ask?

  • @1gigawatts21
    @1gigawatts21 ปีที่แล้ว

    5 Factor Investing With ETFs model portfolio says it seeks exposure to all 5 factors, but backtest shows that AVUV and AVDV has negative loadings to the investment factor (CMA). Do Avantis products really consider the investment factor?

    • @naidnarnya9448
      @naidnarnya9448 ปีที่แล้ว +2

      Yes - it just may be that the otherwise optimal securities for SCV according to Avantis don’t have exposure to CMA. Additionally, loadings at any one point in time don’t mean much - you want to look at long term loadings (and I don’t mean long term as in since Avantis released it’s SCV products - I mean 20+ years)

  • @seiman1111
    @seiman1111 ปีที่แล้ว +8

    1:38:33 new ETFs for non us-investors?! :party:

    • @KP-ox5yo
      @KP-ox5yo ปีที่แล้ว +1

      Any eu people here tried tastyworks for us etfs?

    • @cbqmrbqm8972
      @cbqmrbqm8972 ปีที่แล้ว +1

      Please come to Europe, Switzerland more specifically…

    • @cooper8t
      @cooper8t ปีที่แล้ว +1

      Yes, come to Europe!

    • @seiman1111
      @seiman1111 ปีที่แล้ว +1

      @@cbqmrbqm8972 as a swiss you can buy the us based ETFs without any major problems or disadvantages

    • @cbqmrbqm8972
      @cbqmrbqm8972 ปีที่แล้ว

      @@seiman1111 I suppose I should know - how?

  • @nellaikswokub139
    @nellaikswokub139 ปีที่แล้ว +6

    Difficult to understand w his thick accent, subtitles would be helpful

  • @ShaneLeedham
    @ShaneLeedham หลายเดือนก่อน

    Avantis TSX??

  • @grigorirasputin425
    @grigorirasputin425 ปีที่แล้ว

    Was he speaking French? Subtitles?