I would like to think we have a clear hypothesis that disregards the low rate past environment.

Over 1 year the iShares S&P 500 Financials Sector delivered +32.19%. That has outperformed the Vanguard FTSE All-World +18.70% and S&P 500 +22.16%

The Financials Sector is still on low valuations. Especially US banks.

I am looking at active value ETFs like JAVA that seems to have had a good run but not yet been round enough to be proven. They invest in all the catch up sectors and linked strongly to the dollar.

I wonder if there are credible global options.

This chart is may be of interest for the thread:

https://www.longtermtren...stocks-vs-value-stocks/

Growth stocks are at all time highs compared to value.

I have a FTSE 100 tracker and Vanguard Global Equity Income both of which have been mentioned. For US Specific I like the look of DHS (Wisdomtree US Equity Income). Also considering S & P 500 equal weight for future/next 10 years.

Like many posters I am nervous about equities being at all time highs, particularly the US (and US allocations to stocks also at ATH). I appreciate the run could go on for months/years but my own investing strategy for the next decade is a firm tilt towards value/commodities etc.

Could the one stop ETF for this filter the new Fidelity US Quality Value UCITS ETF ticker FUSV apply that additional filtering?
https://www.fidelity.lu/...00MKIH0W7/tab-portfolio

FUSV is still too new to get a MorningStar report on it.

I suspect there will be too much overlap for my own portfolio and strategy, but can see it combining well with an FTSE100 ETF, Europe and EM for a few investors who need companies to earn profit immediately and bypass the growth stage that are still likely overvalued (Common knowledge for others: High rates generally hurt high-growth companies with long-duration cash flows because of valuation compression and higher borrowing costs).

I wounder what it takes to raise the bar to 12-15% annualised gains. In true dragons den style, I don't get out of bed unless I am targeting 15%-30% annualised. The high bar includes AGT, HGT, PSH... or the search though FTSE250 companies who can compound greater than the drag of the UK economy.

I hold

https://www.trustnet.com...obal-strategic-value///

To balance the exposure to AI stuff

I think we have a much easier version of 'value' to play with, in IT discounts. Where you actually have a clear difference between a NAV (often set by the market) and a share price.

I remind myself that prior to 2022, many of these now-cheap ITs were clearly too expensive. I had to sell out of my renewables ITs, because people were clearly overpaying. And the other day, when there was a cash offer for BBGI, it reassured me that if larger, high information investors actually look at today's discounted private asset ITs, they realise the same thing: these prices don't make sense.

I don't like messing around with value ETFs, because if there is an anomaly in low PE stocks, we don't know which way it is. Low PE stocks today may have poor growth prospects, be at risk of disruption, have too much debt. With how many zombie companies may be out there, and how much debt we've accumulated, being in the 'poor prospects' stocks might not be desirable at all.