Sep. 15 at 7:16 PM
I sold all my
$CGDV and moved into
$AVLV.
$CGDV’s process feels unpredictable. Its top holding was Royal Caribbean (
$RCL), which makes no sense to me in a high‑oil‑price environment. Since
$CGDV is an active ETF with a higher fee, it should’ve adjusted that position quickly — yet I have no visibility into how they pick stocks, and recent performance has been weak.
$AVLV gives me a clearer, rules‑based value approach with better downside protection, solid behavior in bull markets, lower fees, and more transparent, diversified holdings.