We relied upon the extensive research of institutional ETF sponsors and the rules-based strategies they follow to identify individual stocks demonstrating multi-dimensional strength.
Eight stocks pass these filter criteria:
- Held by Vanguard multi-factor fund (VFMF) which selects stocks for value, quality and momentum within the Russell 3000.
- Held by Vanguard value factor fund (VFVA) which selects stocks within Russell 3000 for value - giving the filter a value bias.
- Held by Vanguard high dividend yield fund (VYM) which tracks the FTSE High Dividend Yield Index.
- Paid and increased dividend