One ETF Making the Case Against the S&P 500

The video discusses investment strategies focusing on diversification through low correlation stocks and ESG screening. It compares the performance of ETFs with the S&P 500 and critiques the latter's lack of diversification. The concept of smart beta is explored, highlighting its advantages over traditional cap-weighted portfolios. Alternative strategies like anti-benchmarking are also discussed, emphasizing their role in portfolio construction.

In what ways does the discussed portfolio aim to achieve better diversification compared to traditional cap-weighted portfolios?

Why is the concept of 'smart beta' considered flawed according to the discussion?