Best Value Based Investment

Hello you very wonderful and intelligent individuals that make up these forums. I sincerely hope everything is going well for you.

I have been learning more about Value Investing this year and find the learning experience very enjoyable. I kindly wondered please if you had any example of a Value Based Investment, you might have bought 3 or 4 years ago or longer that has generated outsized returns for you please? This hopefully would help me look at the technical data of the stock and how the business was managed. If anyone could kindly help with this it would be highly appreciated and i would be forever grateful, it would mean the world to me.

Sending you lots of good wishes and i truly hope everything continues to go well for you and you achieve massive success in the stock market. Very best wishes.

The two main things I look for in value stocks are growing Dividend per share, and reducing shares outstanding. If these are going in the wrong direction then it could be a red flag.

Those tend to be supported by sustainable revenue growth and stable/steadily improving operating margin resulting in growing EPS (which in turn provides the cash for dividends/share buybacks).

P/E ratio is a metric I use to judge whether it is a good time to buy - but they’re predominently long term holds for me.

Visa, Zoetis, Abbott, Proctor & Gamble are all examples that I hold.

(Not advice - the above is just an example of what I do)

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Since there are value-based ETFs (using the academic term of value, which means β€œcheap”), I see no reason to invest in single value stocks.

Personally I invest in:

  1. SPDR MSCI USA Small Cap Value Weighted
  2. SPDR MSCI Europe Small Cap Value Weighted

The first has produced greater returns then Vanguard FTSE All-World while the second has trailed it. However I expect both to outperform long term.


If you want value the Warren Buffet way (i.e. quality stocks at a reasonable price), an ETF based on dividend aristocrats could serve you.

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If you want to learn more about the ETFs @HuskyDogg mentions, I believe MSCI has published the methodology it follows. I think it published it for the parent index which is likely to be MSCI Word Value Weighted. It’s quite interesting.

I believe I have a link or a pdf saved somewhere, let me know if you want me to try and find it and share.