While international investing may make some traders nervous, there is still plenty of value to be found in international equities, especially via an active management. To start, international equities can provide portfolios with essential diversification from the U.S. market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 15 | $851.33 | $1,229.77 | $378.44 | 44.45% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 174 | $12,284.4 | $14,217.54 | $1,933.14 | 15.74% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 6,277 | $478,127 | $513,301.67 | $35,174.67 | 7.36% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,785 | $251,640.29 | $310,634.95 | $58,994.66 | 23.44% |
Marc Dacanay Geometric Wealth Advisors | 713,554 | $45.77M | $58.71M | $12.94M | 28.27% |
| ARCA Exchange | US Country |
The fund operates as a “fund of funds,” a strategy that focuses on achieving its investment objectives by pooling resources into a variety of other Avantis exchange-traded funds (ETFs). This approach allows the fund to invest in a wide range of underlying funds, encompassing a vast spectrum of equity securities. These selections aim to either target securities expected to yield higher returns or possess superior risk characteristics compared to those found in a standard passive, market-cap weighted index. This method of investment seeks to offer investors a diversified portfolio strategy that balances potential returns with appropriate risk levels.
This offering includes a selection of underlying funds that cover a wide array of equity securities. The Avantis ETFs are chosen based on their potential to outperform passive market-cap weighted indexes either through expected higher returns or more favorable risk characteristics. This product underlines the fund's strategy of diversification and optimized asset allocation.
Within the Avantis ETFs, the underlying funds represent a broadly diversified basket of equity securities. This means that investments are spread across a wide range of sectors and geographical locations, aiming to reduce risk and exploit potential growth opportunities in different areas of the market. These diversified equity securities are pivotal for investors looking to achieve balanced exposure to the financial markets.