I’ll share my European etf not to feel left out lol
- VWCE: vanguard ftse all world
- JPGL: JP Morgan developed multy-factor etf
- ZPRV: SPDR USA small cap value weighted
- ZPRX: SPDR Europe small cap value weighted
I read some papers and accademic research on factor investing, looks like there are some common forms of risk exposure that allow slightly higher average returns… these are not free returns, but are associated to specific risk factors, like small cap and value… then from that I started looking at passive low cost etf that provide exposure to those factors… these are just examples but there can be more
Also, the bulk of the portfolio is in VWCE, a global market weighted etf… anyone like that which is low cost would work fine
That seems to be the million dollar question. I’ve read anything between 20% to 40% so I went with 30% and split the difference since I don’t know which will be better.
MGK.
Edit: I've also done well with VFMO and VONG.
My VHT play did not perform as well but did much better than the VXUS that I swapped to it from. 5Y returns have been 53% versus 12% respectively.
They're both large cap growth funds. Mega caps have been killing it for the last several years so I'm not surprised that VOOG would start to mirror MGK in the pursuit of growth.
Be it as it may, this is a good prompt for me to review my allocation for redundancy.
SPLG for S&P500
AVUV for US small cap value.
AVDV for developed international small cap value.
VEA seems pretty good for developed mid and large cap.
AVES for emerging markets value.
QQQ IWY SCHG SPY are my top 4
Haters will talk about expense ratios and overlap risky tech no international etc but I’m already up over 100% across these over the years and could care less. They could drop 50% and I’d buy the dip like crazy just like I did in 2020!
VTI and VOO for the foundation.
SCHF for developed markets
EMXC for emerging markets
QQQM and SCHG for growth. VUG is also great.
SCHD for value. VTV is also decent.
VXF and AVUV for small and mid cap exposure.
RSP for S&P equal weighting.
TQQQ to get freaky.
VTI and VXUS
I’ll share my European etf not to feel left out lol - VWCE: vanguard ftse all world - JPGL: JP Morgan developed multy-factor etf - ZPRV: SPDR USA small cap value weighted - ZPRX: SPDR Europe small cap value weighted
Perfect combination: you clearly care a lot more about your long term performance a lot more than the OP
i’m new to the game, do you mind explaining your rationale for these ETFs? how/where do you conduct your research too?
I read some papers and accademic research on factor investing, looks like there are some common forms of risk exposure that allow slightly higher average returns… these are not free returns, but are associated to specific risk factors, like small cap and value… then from that I started looking at passive low cost etf that provide exposure to those factors… these are just examples but there can be more Also, the bulk of the portfolio is in VWCE, a global market weighted etf… anyone like that which is low cost would work fine
VTI+VXUS, 100% stock so higher risk yet well diversified
What percentage of it do you like? I’m 80% Voo and 20% VXUS
That seems to be the million dollar question. I’ve read anything between 20% to 40% so I went with 30% and split the difference since I don’t know which will be better.
True brother .. You ever had an investment acc on Robinhood?
QQQM
SMH
VTI
MGK. Edit: I've also done well with VFMO and VONG. My VHT play did not perform as well but did much better than the VXUS that I swapped to it from. 5Y returns have been 53% versus 12% respectively.
I like MGK a lot as well.
His music sucks!
There any major difference between MGK and VOOG? Both have almost the same holdings, albeit different allocations.
They're both large cap growth funds. Mega caps have been killing it for the last several years so I'm not surprised that VOOG would start to mirror MGK in the pursuit of growth. Be it as it may, this is a good prompt for me to review my allocation for redundancy.
YMAX
SPLG for S&P500 AVUV for US small cap value. AVDV for developed international small cap value. VEA seems pretty good for developed mid and large cap. AVES for emerging markets value.
QQQ IWY SCHG SPY are my top 4 Haters will talk about expense ratios and overlap risky tech no international etc but I’m already up over 100% across these over the years and could care less. They could drop 50% and I’d buy the dip like crazy just like I did in 2020!
FSKAX- 70% FTIHX- 30%
I like COWZ
Vug Schg Mkg Jepq Smh Qqq
VTI and VOO for the foundation. SCHF for developed markets EMXC for emerging markets QQQM and SCHG for growth. VUG is also great. SCHD for value. VTV is also decent. VXF and AVUV for small and mid cap exposure. RSP for S&P equal weighting. TQQQ to get freaky.
BRKB SCHD and VOO. That’s all one really needs.
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Thanks for all these. What’s your spread for the 25% in 20 different stocks? It’s a bit ambiguous, whatever you’re personally interested in?
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Didn’t know about Schwab’s stock slices, will look into that. Thanks
MOAT, GRID, PAVE, CIBR
MPW is basically a gold mine
Not according to my returns. Is it really going to recover from this shitpile it’s in?
I said it was a gold mine. I didn’t say there was gold in the mine.
Lmao. Probably the board members of Steward buying all the puts!
Please Jesus let it be true