Post your Morningstar X-Ray Style Box

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Re: Post your Morningstar X-Ray Style Box

Postby Khanmots » Fri Feb 22, 2013 9:12 pm

livesoft wrote:
petrico wrote:Interesting choice of words, considering the fact that the those with a heavy small and/or value tilt are assuming more risk. :)

Since we don't know what percentage of bonds & fixed income these folks have, can we really say they are assuming more risk? Perhaps they have chosen a higher allocation to bonds than folks who use Total Market Weights?

I'm currently at 20% bonds and considering going back to 0.
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Re: Post your Morningstar X-Ray Style Box

Postby petrico » Fri Feb 22, 2013 9:35 pm

livesoft wrote:
petrico wrote:Interesting choice of words, considering the fact that the those with a heavy small and/or value tilt are assuming more risk. :)

Since we don't know what percentage of bonds & fixed income these folks have, can we really say they are assuming more risk? Perhaps they have chosen a higher allocation to bonds than folks who use Total Market Weights?

Good point.

(But I still say it takes guts to have 100% of your equity allocation in small cap value, if it's anything over 25% of the portfolio.)

--Pete
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Re: Post your Morningstar X-Ray Style Box

Postby MKP » Fri Feb 22, 2013 10:17 pm

Here is mine

Domestic-
As you can tell...i dont care for mid cap very much.
Code: Select all
20 19 16
5  6  3
14 10 6


Intl

Code: Select all
28 28 24
6  5  5
2  1  1
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Re: Post your Morningstar X-Ray Style Box

Postby Random Musings » Fri Feb 22, 2013 11:07 pm

20-0-20
0 -20- 0
20-0-20

It was very difficult to achieve, but that's the X we're supposed to make, right?

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Re: Post your Morningstar X-Ray Style Box

Postby tarnation » Sat Feb 23, 2013 12:49 am

William4u wrote:
empb wrote:Domestic
Foreign
00-01-00
27-16-10
22-14-08


empb,

I understand how you get the small value tilt in domestic (using VBR would work), but how do you get the small value INTERNATIONAL tilt? VSS and Vanguard International Explorer couldn't do that (both of those are blend funds, so it must be a non-vanguard fund I don't know about).

Thanks!

I'm curious as well.
edit: Looks like 80/20 DLS smallcap div/DGS Em small cap div gets you there.
Last edited by tarnation on Sun Feb 24, 2013 1:25 am, edited 1 time in total.
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Re: Post your Morningstar X-Ray Style Box

Postby Aptenodytes » Sat Feb 23, 2013 9:09 am

Overall

16 16 10
11 11 7
15 10 4

Domestic

17 17 8
9 10 3
20 13 4

International

14 14 13
14 14 12
8 6 5
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Re: Post your Morningstar X-Ray Style Box

Postby Aptenodytes » Sat Feb 23, 2013 9:17 am

STC wrote:Who wants to volunteer to average all the posted styles and come up with a combined style-box? May want to exclude the guy who is 100% small value.

I know there is a numbers geek out there itching to do this!...

I was thinking a cluster analysis would be interesting: group members according to similarity of their holdings. It isn't terribly surprising, but I found it amusing to see whose portfolios were almost mirror images of mine and whose were highly different.
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Re: Post your Morningstar X-Ray Style Box

Postby livesoft » Sat Feb 23, 2013 9:33 am

:) setydonetpA == tfosevil :)
It's all about short-term opportunistic rebalancing due to a short-term change in one's asset allocation, uh, I mean opportunistic rebalancing, uh I mean rebalancing, uh I mean market timing.
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Re: Post your Morningstar X-Ray Style Box

Postby stickman731 » Sat Feb 23, 2013 10:11 am

Thank you for posting. Very interesting.

What I found more interesting was that my Average Mutual Fund Expense Ratio was 0.09 % versus an Expense Ratio of Similarly Weighted Hypothetical Portfolio at 1.18% -

THANK YOU BOGLEHEADS


21 14 16
5 7 8
11 9 9
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Re: Post your Morningstar X-Ray Style Box

Postby Bull Moose » Sat Feb 23, 2013 4:14 pm

Total
14 15 14
10 10 06
15 10 06
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Re: Post your Morningstar X-Ray Style Box

Postby zaboomafoozarg » Sat Feb 23, 2013 11:22 pm

STC wrote:Who wants to volunteer to average all the posted styles and come up with a combined style-box? May want to exclude the guy who is 100% small value.

I know there is a numbers geek out there itching to do this!...


I'll bite :) Writing a script now to average these all up.
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Re: Post your Morningstar X-Ray Style Box

Postby zaboomafoozarg » Sat Feb 23, 2013 11:43 pm

Here's the average we have so far for stocks:

19 19 16
09 09 06
10 08 04


This is giving equal weight to everyone, and if people only gave their domestic/international amounts, I just assumed they had a 50/50 ratio.
(also I excluded obviously fake inputs like RM's :D)

Here's the average we have so far for bonds:

07 42 11
12 10 10
00 08 00
Last edited by zaboomafoozarg on Sun Feb 24, 2013 9:42 pm, edited 1 time in total.
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Re: Post your Morningstar X-Ray Style Box

Postby STC » Sun Feb 24, 2013 10:30 am

Cool. Thanks!

On equities, relative to the average I am:

-3 +1 +2
-1 -1 +0
+1 +1 +0

Overall:
-3 Value
+1 Blend
+2 Growth

0 Large
-2 Mid
+2 Small

All very reasonable. :beer:
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Re: Post your Morningstar X-Ray Style Box

Postby zaboomafoozarg » Sun Feb 24, 2013 2:00 pm

Interesting way to look at it. My difference from the sample average is:

-5 value
0 blend
+5 growth

+10 large
-1 mid
-9 small

So, slightly less value tilt and notably less small tilt. I do only use 10% of my domestic/int'l stock allocation for SV.

As for the sampling, it could be skewed to people who have an interest in style boxes. Anyone doing S&D will probably be more interested, whereas those just buying total market might say "LOL, style boxes" and move on to the next thread. :D

Still, it's fun to look at! :happy
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Re: Post your Morningstar X-Ray Style Box

Postby ruralavalon » Sun Feb 24, 2013 4:07 pm

Domestic Equities:

17/21/19
07/09/06
10/07/04


International Equities:

23/22/20
06/10/10
03/01/05
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link:Getting Started
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Re: Post your Morningstar X-Ray Style Box

Postby Grt2bOutdoors » Sun Feb 24, 2013 6:09 pm

All equity:

25 19 22
8 7 8
4 4 3
"Luck is not a strategy" Asking Portfolio Questions
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Re: Post your Morningstar X-Ray Style Box

Postby pascalwager » Sun Feb 24, 2013 7:06 pm

Domestic and foreign (32% foreign):

27-19-14
10-08-05
07-07-05

44% value
34% core
24% growth

60% large
23% mid
19% small

Bonds are presently under construction, but will be under three years overall duration, about 10 to 20% of portfolio.
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Re: Post your Morningstar X-Ray Style Box

Postby mildred66 » Sun Feb 24, 2013 7:48 pm

I'm pretty much an 80/20 Core Four portfolio using all Total Market MFs.

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Re: Post your Morningstar X-Ray Style Box

Postby avalpert » Sun Feb 24, 2013 9:08 pm

I'm at approximately:

26 20 12
9 7 4
11 7 3
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Re: Post your Morningstar X-Ray Style Box

Postby tarnation » Mon Feb 25, 2013 1:26 am

20 20 19
8 8 8
6 6 5
Image
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Re: Post your Morningstar X-Ray Style Box

Postby empb » Mon Feb 25, 2013 5:45 am

tarnation wrote:
William4u wrote:
empb wrote:Domestic
Foreign
00-01-00
27-16-10
22-14-08


empb,

I understand how you get the small value tilt in domestic (using VBR would work), but how do you get the small value INTERNATIONAL tilt? VSS and Vanguard International Explorer couldn't do that (both of those are blend funds, so it must be a non-vanguard fund I don't know about).

Thanks!

I'm curious as well.
edit: Looks like 80/20 DLS smallcap div/DGS Em small cap div gets you there.


Yep, that's about right: 50% VBR; 37.5% DLS; 12.5% DGS. I tax-loss harvest with IJS and GWX when the opportunity presents itself so this is not always entirely accurate. Lest anyone think I've lost my mind :wink::

Bonds
100-00-00
00-00-00
00-00-00
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Re: Post your Morningstar X-Ray Style Box

Postby grap0013 » Mon Feb 25, 2013 6:32 am

Domestic
0-0-0
3-4-3
50-31-10

International
2-3-4
31-19-14
13-7-6
If you can't explain it simply, you don't understand it well enough.
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