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It depends on how the index is constructed. A market cap index cannot be value investing. A market sector index is almost surely not value investing (unless tha
by sokoloff 3y ago
It depends on how the index is constructed. A market cap index cannot be value investing. A market sector index is almost surely not value investing (unless that entire sector is undervalued).
An index constructed specifically using value measures as the criteria for inclusion can be (at least arguably so).
Click on "value indexes" here: https://www.crsp.org/indexes/ https://www.crsp.org/indexes/ to see some underlying value indexes, and funds like this one track the Large Cap version of it: https://fundresearch.fidelity.com/mutual-funds/summary/922908678 https://fundresearch.fidelity.com/mutual-funds/summary/92290... (perhaps not surprising, the fund's largest holding is Berkshire B shares)
- westurner 3y agoXBRL filings have the information needed to screen with value investing criteria. GFinance's old stock screener's UI was great. https://github.com/openlink/Virtuoso-RDFIzer-Mapper-Scripts/blob/master/ontologies/xbrl/xbrl.owl https://github.com/openlink/Virtuoso-RDFIzer-Mapper-Scripts/... /? query XBRL https://www.google.com/search?q=query+xbrl https://www.google.com/search?q=query+xbrl https://github.com/topics/xbrl https://github.com/topics/xbrl But then also a fund or an index fund or an Index ETF wouldn't be complete without ethical review for the sustainable competitive advantage given e.g. GRI+#GlobalGoal sustainability reports. When you own enough of a company to bring in a new team.
- westurner 3y ago- [ ] ENH: pandas_datareader: add XBRL support from one or more APIs https://pandas-datareader.readthedocs.io/en/latest/remote_data.html https://pandas-datareader.readthedocs.io/en/latest/remote_da...