If AVUV is being integrated into a portfolio properly, the stock with the largest weighting in AVUV would have a low portfolio weighting. AVUV would not be contributing anything to portfolio concentration. Portfolio concentration risk is what matters, not the concentration risk of individual funds.
I believe that AVUV is cap weighted for the holdings it has at any point in time, which will reduce trading volume.
I believe that AVUV is cap weighted for the holdings it has at any point in time, which will reduce trading volume.
Statistics: Posted by Northern Flicker — Sun Feb 11, 2024 2:35 am — Replies 43 — Views 1790
