VFLO: Q1 2025 Rebalance Swaps 13 Stocks, Preserves Strong Quality And Value
Source: SeekingAlpha
2025-03-31 12:03:53 ET
Summary
- VFLO's Index just underwent its quarterly reconstitution, substituting 13 stocks and increasing its exposure to Technology stocks by 5%. The main offset was a decrease in Health Care by 6%.
- Despite the turnover, VFLO's quality and value features remain excellent, and although it's less than two years old, it's building a reputation as a superior alternative to COWZ.
- One factor I'm watching is momentum. Despite not being part of the screening process, VFLO has historically selected high-momentum stocks, but that's no longer the case today.
- I also evaluate VFLO's unique weighting scheme, which cleverly levels the playing field between large- and medium-sized companies without compromising quality and value.
- I'm cautiously optimistic about VFLO and appreciate how it incorporates forward-looking estimates into the process. I keep learning more with each reconstitution, but for today, it remains a solid "hold".
Investment Thesis
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VFLO: Q1 2025 Rebalance Swaps 13 Stocks, Preserves Strong Quality And Value
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