FactorDork

Avantis and Alpha Architect fanboy. Some day it'll pay off. Some day...

[FactorDork @FactorDork]

@ArchitectIncome @choffstein @stocksncrypto26 He's not "offered", he's just trying to educate you on the funds. You don't have to love Corey's funds, but you can't deny that he's effectively done more publically available educational content on this category of funds than anyone else.

[FactorDork @FactorDork]

@BoomerDivvies You're getting "paid" by taking money out of one pocket and putting it in your other pocket, then (at least in the US), paying taxes on it. A forced sale of your shares is not the same thing as "getting paid".

[FactorDork @FactorDork]

@NortheastHQ @OptimizedPort Have to agree with @OptimizedPort here, you don't seem to understand what you own or how to benchmark it. You really, really should consider just sticking to a MCW portfolio and spending your time elsewhere.

[Corey Hoffstein 🏴‍☠️ @choffstein]

Our quarterly commentary for the Return Stacked® suite of ETFs is now available.

https://t.co/s2N4agfveH

[FactorDork @FactorDork]

@DividendBreeder @BrattoBiz @OptimizedPort Absolutely, choosing when to sell is critical for tax purposes, and dividends remove that choice. They are simply a forced sale of your assets. As long as you understand they are a forced sale, we have no disagreement here.

[FactorDork @FactorDork]

@DividendBreeder @BrattoBiz @OptimizedPort It's interesting that this post perfectly exposes why you fall for the classic dividend fallacy. You think that somehow having "more shares" matters. In the real world, the price of the shares drops by the amount of the distribution, so the actual assets you own hasn't changed.

[Tobias Carlisle @Greenbackd]

Look at the troughs on this chart:

* 2000–2002 (post-tech bust)
* 2008–2009 (financial crisis)
* 2011 (GFC second bottom)
* 2016 (global slowdown / China deceleration)
* 2020 shock
* Today

All were the tail ends of late-cycle slowdowns right before small, value and cyclicals ripped.

[FactorDork @FactorDork]

@RMcdonnold @HML_Compounder @choffstein @pansareV Not exactly equity mean reversion, but close, AA has covered a few papers on time series reversal in trend-following strategies. I'm a believer although I haven't directly targeted a strategy that uses it.

https://t.co/B9Rx9CrcS8

[FactorDork @FactorDork]

@todd_cfa @RyanPKirlin @MebFaber @BluesummersLLC @GMOInsights He can't answer (compliance!) but I will, QVAL/IVAL/AVUV/AVIV/AVDV all good choices.

[Tobias Carlisle @Greenbackd]

Chart shows cumulative performance (since ~2000)

* SPYG (S&P 500 Growth) on top
* SPYV (S&P 500 Value) below it

Rising line → Growth outperforming Value

Falling line → Value outperforming Growth

Over ~25 years, Value has slightly outperformed Growth in absolute cumulative return (≈495% vs ≈438%).

2023-2025 Growth countertrend now seems to be breaking down.

Value isn’t exciting, but it’s quietly doing what it always does: surviving cycles and compounding.

[Luke Swanson @Luke_Swanson_]

It’s a great day to be part of the SCV GANG 🗣️🔊

[Corey Hoffstein 🏴‍☠️ @choffstein]

Our quarterly commentary for the Return Stacked® suite of ETFs is now available.

https://t.co/s2N4agfveH

[HML_Compounder @HML_Compounder]

Hadn't seen anyone else post it yet today...

Great start to the year!

[FactorDork @FactorDork]

@egr_investor @avantisinvestor The launch of these products was what drove me into a 100% value portfolio finally (well, that and following @HML_Compounder). For better or for worse... 😅

Allocated to $AVUV in the first month after inception wondering if it'd gather AUM and now look at it...

[FactorDork @FactorDork]

@egr_investor It's all true but for some reason I sleep like a baby in a generic hotel during a work trip with that crappy AC on. 🙂

[FactorDork @FactorDork]

@returnstacked Well deserved, congratulations! Great suite of products.

[Tobias Carlisle @Greenbackd]

"Mid caps."

[FactorDork @FactorDork]

@RMcdonnold @JeremyDSchwartz Seconded!

[Jake @EconomPic]

YieldMax has 26 ETFs with 1 year returns through 7/31/25 ($15.5B AUM).

Multiplying each ETF’s AUM by its trailing tax cost (reminder: driven by distributions, not returns) and you get a $4.6B run-rate tax bill.

Forget DOGE… YieldMax is single handedly balancing the deficit.

[FactorDork @FactorDork]

@djwindle @PFOInvestor @HML_Compounder @grok @Andrew68508 "you simply take the dividends and do not sell anything"

I thought you were trolling but it seems you truly haven't comprehended any of the responses from the multiple people trying to help you in this large thread. Sorry, you're beyond help. Have a nice day.