featured posts
Blog post

The latest rebalancing of the XOUT ETF

The XOUT ETF (XOUT) has eliminated the underperformers in the S&P 500. Some of those eliminated include Tesla (TSLA), Walt Disney (DIS), and JPMorgan Chase (JPM). David Barse, Founder and CEO of XOUT Capital, examines the latest rebalancing of the XOUT ETF. He mentions its top holdings which include Apple (AAPL), Microsoft (MSFT), and Amazon (AMZN).

AMC, TESTLA, BTC, and other MEME stocks with David Barse of XOUT Capital.

David Barse Joins Steve & Jay as they talk about MEME Stocks.

Tesla is now facing competition from every auto player entering the EV space, which is why David Barse of XOUT Capital just took TSLA out of his portfolio

David Lin, Kitco
July 21, 2021

A wave of technological innovations in the automotive, entertainment, and consumer finance sectors have for now, dethroned Tesla, Netflix, and Mastercard in their respective spaces, said David Barse, CEO of XOUT Capital, adding that the fears around COVID's Delta Variant were a "false alarm." The XOUT ETF excludes "loser" stocks from the broad market index and includes only stocks that have the highest score based on seven quantitative metrics, including revenue growth, hiring growth, capital deployment, and profitability. Speaking to David Lin, anchor for Kitco News, Barse said that these companies, once the "disruptors" in their sectors, are now being "disrupted" by advancing competitors.

AMC Entertainment: Was The CEO Responsible Halting Its Financing? – The Daily Dive

The Deep Dive
July 8, 2021

Joining us on the Daily Dive today is David Barse, founder and CEO of XOUT Capital. David joins us this afternoon to discuss some of the hottest stock names, including meme stocks such as AMC Entertainment, as well as the always hot Amazon and Tesla. Within, David also opines on the regulatory risk associated with big tech firms.

Still no stock market crash in sight David Barse, how to ride next wave?

There are very few fundamental challenges to the equity markets right now, said David Barse, CEO of XOUT Capital. Speaking with David Lin, anchor for Kitco News, Barse said that "I just believe that unless there is another unforeseen event, like a virus that spreads across the globe, or some kind of disaster occurring, there won't be a market crash that folks are looking for."

David Barse joins TD Ameritrade Network

XOUT ETF current stay-away stocks are Coca-Cola (KO), PepsiCo (PEP), and Walt Disney (DIS). XOUT Capital's founder and CEO, David Barse, says that now is a compelling time to increase exposure to select and large-cap U.S. equities. He also weighs in on how inflation is impacting fund strategy and names. Finally, he provides his stock pick - Adobe (ADB).

How to XOUT Bad Investments, with David Barse

John Ellis Podcast
June 8, 2021

John interviews David Barse, founder of XOUT Capital (an index company) and DMB Holdings (a private family office). John talks to David about assessing the tech-driven disruption coming for just about every industry, the future of streaming, and XOUT’s unique approach to building a portfolio: weeding out losers instead of picking winners.

David Barse joins Chuck Jaffe Money Life Podcast

Chuck Jaffe
May 25, 2021

David Barse joins Chuck Jaffe podcast Money Life.

XOUT Capital and Ark Invest deal with tech disruption but from a different lens.

May 20, 2021

Hear David Barse discuss Cathie Wood’s remarkable calls & the opposing ends of the risk spectrum w/ Raul on the ValueWalk podcast

Will markets rally or crash? Peter Grandich & David Barse debate stocks, gold, Bitcoin

David Lin, Kitco
May 17, 2021

David Barse, CEO of XOUT Capital, and Peter Grandich, founder of Peter Grandich & Co. join Kitco’s David Lin to discuss the outlook on equities, gold, and Bitcoin. Barse views equities as the main financial instrument to bet on strong market fundamentals. “I'm optimistic that the companies are going to continue to find ways to grow, and want to own the common stocks of those companies, that are going to successfully navigate through the future. So, my bull [case] is more, really an optimistic long-term fundamental outlook, and if you have that outlook, you have to be exposed to equities. That is the only asset class to be exposed to, to get that kind of exposure,” Barse said.

Avoiding the Losers with David Barse, Founder and CEO of XOUT Capital

David Barse joins Raul Jordan Panganiban, ValueWalk's ValueTalks podcast to discuss XOUT.

Alternative Index Methodologies

David Barse joins Jay Coulter from Resilient Advisor Show to discuss XOUT and the latest rebalancing.

David Barse's Top 10 XOUT Companies

The founder and CEO of XOUT Capital, David Barse, says that the index identifies companies in long-term secular decline as a result of technological disruption. Its top companies include VISA, PG, DIS, BAC, CMCSA, XOM, VZ, KO, ABT, and T.

XOUT: Unique S&P 500 ETF Theme Leads To Outperformance

Great write-up in Seeking Alpha by Another Mountain's Rock Investing about XOUT: Unique S&P 500 ETF Theme Leads To Outperformance

David Barse, CEO of XOUT Capital Discusses Large Cap ETF Methodology

TD Ameritrade
April 7, 2021

David Barse, CEO of XOUT Capital discusses their GRANITESHARES XOUT U.S. Large Cap ETF (XOUT). He shares that there have been over a quarter and a half full of "head-fakes" and that the company's methodology for it's ETF is to score companies based on long-term fundamentals and secular decline in order to identify stocks to eliminate, not solely focusing on picking potential winners because they appear to be underperforming.

Stock Market Success: Forget Picking the Winners

David Barse joins Daniela Cambone of Stansberry Research to discuss XOUT and how we need to forget about picking winners and focusing on excluding.

Trading: It’s Easier To Eliminate The Losers Than Pick The Winners – The Daily Dive feat David Barse

The Deep Dive
March 29, 2021

For our Sunday edition of the Daily Dive, our host Cassandra Leah sits down with that of David Barse, founder and CEO of XOUT Capital. David joins us this afternoon to discuss the methodology behind his unique index, the key metrics used in his due diligence, and the flags that he watches out for with equities. XOUT Capital is an index firm that focuses on identifying which firms not to own, or “XOUT” in an index. The firms flagship index is based on the top 500 companies in the US, with which the firm uses a proprietary formula to cut-out the bottom 250 names from this list to form an index. The index currently trades as an ETF through GraniteShares, referred to as the XOUT U.S. Large Cap ETF under ticker symbol “XOUT”.

MarketWatch - David Barse Quoted - Dow ekes out record, stocks end mostly lower on jitters tied to investment fund margin call

Joy Wiltermuth
March 29, 2021

“My response is don’t own single-stock risk,” Barse said, “unless you know more about the stock than the marketplace because it could be that something you have no control over is going to impair your investment.”

Bottom Up Investing with David Barse from XOUT Capital LLC $XOUT

The Deep Dive
March 23, 2021

David joins The Deep Dive team to discuss XOUT's thesis about why it is important to NOT OWN.

Kitco News - The greatest risk facing stock market is not a crash, but this – David Barse

David Lin, Kitco News
February 28, 2021

The equity markets will sustain their bull run into 2021, but no company is immune to the challenges of technological innovation and disruption, said David Barse, CEO of XOUT Capital

XOUT Capital CEO David Barse On Opportunities In Mid-Cap Space

TD Ameritrade Network
February 19, 2021

The founder and CEO of XOUT Capital, David Barse, says that XOUT seeks to identify and then exclude companies that are likely to underperform and does not select companies based on historical performance.

Action and Ambition: David Barse Recently Raised $100m For His New ETF That's Democratizing Wall Street

Welcome to another episode of Action and Ambition. Today's guest is David Barse. David is the Founder and Chief Executive Officer of XOUT Capital® and Founder of DMB Holdings, a private family office. He was formerly the CEO of Third Avenue Management for 25 years, a pioneer in fundamental, bottom-up deep value investing. If you like making money, you're going to love this episode.

As It Hits $100M In Assets Under Management, XOUT Proves Exclusion Matters
January 27, 2021

Why It's Important: XOUT tracks the XOUT US Large Cap Index. One of the pillars of the fund is eschewing stocks based on historical performance and avoiding companies that are ill-equipped to deal with changing, disruptive macro and market trends.

GraniteShares’ XOUT ETF Hits $100 Million in AUM

Yahoo Finance
January 26, 2021

The GraniteShares XOUT U.S. Large Cap ETF (NYSE Arca: XOUT), an award-winning smart beta equity ETF launched by GraniteShares and XOUT Capital®, has amassed over $100 million in assets under management (AUM) in its second year of trading.

XOUT Capital CEO David Barse On How The ETF Compares To Overall Markets

XOUT Capital CEO David Barse speaks to Nicole Petallides of TD Ameritrade Network on how the XOUT ETF compares to the overall markets.

Active vs Passive - It's Over, Now What - January 2021

David Barse
January 5, 2021

David Barse, Founder & CEO, of XOUT Capital, discusses his views on the Active vs. Passive Debate

Yahoo Finance - Technological disruption has ‘really changed the paradigm’: XOUT Capital CEO

Yahoo Finance
December 28, 2020

"The paradigm for us is just avoid losers-just avoid companies that are in disruption" says David Barse of XOUT Capital

NASDAQ: #TradeTalks: An investment philosophy NOT based on picking winners

NASDAQ - #TradeTalks
December 21, 2020

XOUT Capital Founder & CEO David Barse joins Jill Malandrino on Nasdaq #TradeTalks to discuss an investment philosophy NOT based on picking winners.

Tesla’s Historic S&P 500 Debut Sparks Big Trading Volume As Investors Buy Over $80 Billion In Shares

Jonathan Ponciano
December 18, 2020

David Barse, Founder & CEO, of XOUT Capital quoted in an article on to discuss Tesla's historic S&P 500 debut. "Most of that action should happen today without much of a mechanical hitch: 'The market is pretty efficient when it comes to handling this type of volume and a lot of that technicality,' says David Barse, the founder and CEO of index firm XOUT Capital.

Will the Wheels Come Off the Market in 5 Years?

Larry Light
December 15, 2020

Doubts rise that stock’s boffo performance will keep rolling through 2025, although almighty tech might let it maintain some momentum, savants say.

How XOUT Capital Picks Retailers for Its Large-Cap Index Fund

November 26, 2020

Great write-up in Barron's on how XOUT Capital LLC picks retailers for the XOUT index fund

How the Pandemic has Accelerated Tech Disruption

November 23, 2020

The COVID-19 pandemic and social distancing have greatly impacted the way people live and work. As tech innovations and digitization ramp up to meet current demands, the pandemic is quickly shaping up to be the ultimate tech disruptor with wide-stretching and long-lasting effects on the tech market.

Both Sides Now: The Active Vs. Passive Debate Revisited (Podcast)

Both Sides Now: The Active Vs. Passive Debate Revisited (Podcast).

This Strategy Flips The Script On Finding Winning Growth Stocks Like Tesla — Here's How

Investors Business Daily
October 15, 2020

David Barse, founder and CEO of XOUT Capital, joined the Investing with IBD podcast this week to discuss the current market uptrend.

‘Seven Years of Being Just Tortured’: Why This Longtime Active Management CEO Started an Index Firm

Former Third Avenue CEO David Barse explains why he moved into the world of passive investing with his recently founded index firm XOUT Capital.

TD Ameritrade - David Barse Examines GraniteShares XOUT U.S. Large Cap Fund (XOUT)

Great Interview with David Barse and Nicole Petallides from TD Ameritrade.

This index ETF is beating the S&P 500 by excluding ‘losers’

Thank you MarketWatch for the write up on XOUT Capital.

David Barse in Authority Magazine's "Rising Through Resilience" series

David Barse of XOUT Capital: “Resilience means setting a goal, fixing yourself on what that goal is and doing whatever is necessary no matter the cost or time to complete that goal”

ETFs are a 'superior product' compared to certain mutual funds: CEO David Barse

Bloomberg TV, Scarlet Fu
October 31, 2019

Great TV segment at Bloomberg TV #ETFIQ with Scarlet Fu discussing passive indexing and how XOUT’s first index excludes the losers.

EQM Indexes Launches XOUT U.S. Large Cap Index

XOUT Capital
September 18, 2019

While traditional investment approaches focus on picking winners, XOUT focuses on avoiding the losers that are being disrupted by technology or secular change.

XOUT Capital®

With Us

follow us