Retirement Guys Formula Expands International Exposure via JIVE ETF

Retirement Guys Formula LLC has officially entered a position in the JPMorgan International Value ETF (JIVE), according to a recent SEC filing dated April 22, 2026. The Ohio-based financial advisory firm acquired 43,072 shares, with an estimated transaction value of $3.72 million based on first-quarter average closing prices. The position ended the quarter valued at $3.69 million. The JIVE ETF targets large-cap companies outside the United States that appear undervalued, providing a diversified approach to international value stocks. This acquisition represents approximately 1.5% of the firm's total assets under management (AUM), reflecting a targeted addition to a broader strategy. While the individual trade is modest in size, it highlights a growing confidence in non-U.S. value equities, which have recently shown competitive performance relative to the S&P 500. The move aligns with the firm's preference for diversification and long-term growth potential in international markets. Retirement Guys Formula maintains a highly diversified portfolio consisting of more than 150 holdings. Its current allocations span multiple sectors, including banking, pharmaceuticals, communications, retail, and food, suggesting that the JIVE position is part of a wider risk-mitigation and diversification framework.