Two Blokes

RWJ: Value-Heavy But With Low Quality, Worth Avoiding

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    Posted by Two Blokes Apr 16 - Filed in Stock - 4 views
    The S&P SmallCap 600 Revenue-Weighted Index is at the crux of RWJ's strategy. RWJ's performance this year has been dismal, as the low quality of its portfolio has likely been the main detractor, and the value factor has failed to bolster it. Focused on the consumer discretionary sector, RWJ remains value-heavy but quality-light, a questionable proposition.