Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (5) |
Author: mapg x2  😊 😞
Number: of 6131 
Subject: Re: Compare Performance of three styles
Date: 06/04/26 8:00 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
All of this makes VLUE interesting, but not a typical value fund........but instead buys selectively.

How this company duplication happened not sure but these are not active funds. MU is the only duplicate company in the top 10.

"Their use of standardized calculations enable consistent comparison."

Top 10      VLUE                            
Symbol Company Name Holdings
MU Micron Technology Inc 21.81%
CSCO Cisco Systems Inc 4.71%
GM General Motors Co 3.64%
VZ Verizon Communications Inc 2.96%
BlackRock Cash Funds 2.91%
T AT&T Inc 2.65%
F Ford Motor Co 2.47%
QCOM Qualcomm Inc 2.35%
BAC Bank of America Corp 1.80%
CMCSA Comcast Corp Class A 1.80%
As of Jun-03-20264:10:08 PM ET

Total: 155 VLUE
Top 10 47.09%
Other 52.91%

Top 10 MTUM
Symbol Company Name Holdings
MU Micron Technology Inc 6.50%
AMD Advanced Micro Devices Inc 5.20%
AVGO Broadcom Inc 5.08%
INTC Intel Corp 4.84%
CAT Caterpillar Inc 3.68%
XOM Exxon Mobil Corp 3.30%
LRCX Lam Research Corp 3.15%
JNJ Johnson & Johnson 2.92%
GEV GE Vernova Inc 2.82%
GOOGL Alphabet Inc Class A 2.59%
As of Jun-03-20264:10:08 PM ET

Total: 155 MTUM
Top 10 40.08%
Other 59.92%


GD_

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to mapg here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 6,115 posts about Mechanical Investing. The article-length ones it recommended most:
Dividend investing · 52 recs · 2025
Non-Mag7 screen · 34 recs · 2025
OT - Div yields and returns · 32 recs · 2024
Using AI to generate backtesting programs · 30 recs · 2025
Rankings for 19Dec2022 · 29 recs · 2022
Unthreaded | Threaded | Whole Thread (5) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community