VFLO And The Productivity Issue Of Hyperscalers' CapEx

2026-02-23 09:29:16 ET

In my last coverage I was very precise about the role that, in my opinion, a VictoryShares Free Cash Flow ETF (VFLO) should have in a portfolio: I saw it as more suitable as a satellite portfolio component, considering its highly variable nature driven by a turnover currently equal to 142%. It aligned poorly with what I believe is a correct use of the GARP investing strategy applied to a portfolio, which instead should maintain long-term logics, allowing greater “room for maneuver” to the compounding engine (ROE x retention rate); I discussed it here ....

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