Post your Morningstar X-Ray Style Box
Post your Morningstar X-Ray Style Box
Interested to see how most here allocate.
Mine:
Mine:
Re: Post your Morningstar X-Ray Style Box
Might want to differentiate between domestic and international. I notice that due to differences in asset class options that I have significant differences between the two. Just think it'd be more interesting seeing 3 charts (both separate and one combined) than simply the latter
Edited to add my allocation:
Edited to add my allocation:
Code: Select all
Domestic Style Boxes
12% 16% 13%
4% 9% 4%
21% 16% 4%
International Style Boxes
13% 13% 13%
15% 15% 12%
8% 6% 5%
Combined Style Boxes (45/55 domestic/international)
13% 14% 13%
10% 12% 8%
15% 11% 4%
Last edited by Khanmots on Wed Feb 20, 2013 5:31 pm, edited 1 time in total.
-
- Posts: 1007
- Joined: Sat Aug 06, 2011 7:01 am
Re: Post your Morningstar X-Ray Style Box
Wow an STC sighting - I thought you were abducted by Aliens or something...
I haven't done one of those since 2008 - wanna see that one?
I haven't done one of those since 2008 - wanna see that one?
Re: Post your Morningstar X-Ray Style Box
Nah. I keep getting banned for telling the gold bugs that they are stupid. Of course... look at the chart on GLD since i started that rant, not that that proves I am right... but definitely proves me less wrong. And I got a big promotion at work, so time is less available.
-
- Posts: 1007
- Joined: Sat Aug 06, 2011 7:01 am
Re: Post your Morningstar X-Ray Style Box
Congrats on the promotion.
Be advised there is an active gold thread so tread lightly... Anyhow I'll see if I can find that X-Ray
Be advised there is an active gold thread so tread lightly... Anyhow I'll see if I can find that X-Ray
Re: Post your Morningstar X-Ray Style Box
Sheep.BBL wrote:Congrats on the promotion.
Be advised there is an active gold thread so tread lightly... Anyhow I'll see if I can find that X-Ray
Re: Post your Morningstar X-Ray Style Box
Value Core Growth
27 30 18 Large
8 5 4 Med
2 2 2 Small
27 30 18 Large
8 5 4 Med
2 2 2 Small
Re: Post your Morningstar X-Ray Style Box
I am a 56 yo married female physician with 3 kids in college/med school and my husband is retired (no income) All that education....just started asset allocation in 2010 so have not yet put all my ducks in order...
equities
19 19 18
10 11 6
6 5 6
Bonds
0 8 26
0 8 5
0 0 0
Long% Short% Net%
Cash 30 - 2 28
U.S. Stocks 32 0 32
Foreign Stocks 23 0 23
Bonds 14 0 14
Other 3 0 3
Not Classified 0 0 0
Total 102 -2 100
equities
19 19 18
10 11 6
6 5 6
Bonds
0 8 26
0 8 5
0 0 0
Long% Short% Net%
Cash 30 - 2 28
U.S. Stocks 32 0 32
Foreign Stocks 23 0 23
Bonds 14 0 14
Other 3 0 3
Not Classified 0 0 0
Total 102 -2 100
Re: Post your Morningstar X-Ray Style Box
We're all "late" about getting started on something in our lives. So don't be discouraged, you identified a lack, you're learning and you're doing something about it now. Congrats!Jordana wrote:I am a 56 yo married female physician with 3 kids in college/med school and my husband is retired (no income) All that education....just started asset allocation in 2010 so have not yet put all my ducks in order...
Now... if I could only take that advice in other areas of my own life...
Re: Post your Morningstar X-Ray Style Box
It worthwhile to post this, so that I have record of these numbers on this date:
All:
13-17-13
11-11-07
14-09-05
US-only
11-19-12
07-08-04
20-13-04
Int'l-only
15-15-14
15-13-11
08-05-05
All:
13-17-13
11-11-07
14-09-05
US-only
11-19-12
07-08-04
20-13-04
Int'l-only
15-15-14
15-13-11
08-05-05
Re: Post your Morningstar X-Ray Style Box
This is for all equities:
17-21-18
07-07-06
10-10-05
17-21-18
07-07-06
10-10-05
Re: Post your Morningstar X-Ray Style Box
US stocks
12 18 18
08 09 04
17 11 03
ex-US stocks
21 18 12
17 10 07
07 04 04
12 18 18
08 09 04
17 11 03
ex-US stocks
21 18 12
17 10 07
07 04 04
- zaboomafoozarg
- Posts: 2431
- Joined: Sun Jun 12, 2011 12:34 pm
Re: Post your Morningstar X-Ray Style Box
All stocks:
Re: Post your Morningstar X-Ray Style Box
How do you get this if you don't have premium membership?
Gordon
- zaboomafoozarg
- Posts: 2431
- Joined: Sun Jun 12, 2011 12:34 pm
Re: Post your Morningstar X-Ray Style Box
Just go here and enter in your holdings:gkaplan wrote:How do you get this if you don't have premium membership?
http://portfolio.morningstar.com/Rtport ... aspx?dt=37
At least that's what I've always done.
Re: Post your Morningstar X-Ray Style Box
Thanks for the link:
This is is my equity style box.
18 22 12
10 11 05
11 08 03
Not classified: 0.00%
(My lone fixed income fund is the TSP G Fund, so I don't know how to use the X-Ray for that.)
This is is my equity style box.
18 22 12
10 11 05
11 08 03
Not classified: 0.00%
(My lone fixed income fund is the TSP G Fund, so I don't know how to use the X-Ray for that.)
Gordon
Re: Post your Morningstar X-Ray Style Box
Foreign equity style box:
21 22 19
10 09 08
05 03 03
Not classified: 0.00%
Domestic equity style box:
16 21 06
09 13 03
17 12 03
Not classified: 0.00%
21 22 19
10 09 08
05 03 03
Not classified: 0.00%
Domestic equity style box:
16 21 06
09 13 03
17 12 03
Not classified: 0.00%
Gordon
Re: Post your Morningstar X-Ray Style Box
Haven't done a MS X-Ray on my portfolio in awhile. Definitely interesting to see how others allocate.
All
12-16-14
09-11-07
15-10-05
U.S.
11-17-15
07-10-05
18-12-05
Int'l
14-14-13
14-14-12
08-06-05
All
12-16-14
09-11-07
15-10-05
U.S.
11-17-15
07-10-05
18-12-05
Int'l
14-14-13
14-14-12
08-06-05
Re: Post your Morningstar X-Ray Style Box
I like seeing other people's style prefs. Here are mine as of 2 weeks ago:
domestic
13 12 08
15 11 06
16 12 06
international
18 15 13
16 12 10
08 05 04
domestic
13 12 08
15 11 06
16 12 06
international
18 15 13
16 12 10
08 05 04
Re: Post your Morningstar X-Ray Style Box
Stock
20-20-20
07-08-09
05-06-05
Bond
00-91-09
00-00-00
20-20-20
07-08-09
05-06-05
Bond
00-91-09
00-00-00
"..the cavalry ain't comin' kid, you're on your own..."
Re: Post your Morningstar X-Ray Style Box
Domestic
00-00-00
09-09-01
46-27-08
Foreign
00-01-00
27-16-10
22-14-08
Overall
00-01-00
18-13-05
34-21-08
00-00-00
09-09-01
46-27-08
Foreign
00-01-00
27-16-10
22-14-08
Overall
00-01-00
18-13-05
34-21-08
Re: Post your Morningstar X-Ray Style Box
My simple 4x25 equity allocation...
25% Vanguard Large Cap Index (domestic)
25% Vanguard Small Value Index (domestic)
25% Vanguard International Value (international including em)
25% Vanguard FTSE X-US International Small Market (international including em)
14-14-13
11-11-07
15-10-04
Half Large, Half Small, Half Market, Half Value, Half US, Half International...
Global, Beta, Size, Price diversification in a simple 4 fund mix.
Trev H
25% Vanguard Large Cap Index (domestic)
25% Vanguard Small Value Index (domestic)
25% Vanguard International Value (international including em)
25% Vanguard FTSE X-US International Small Market (international including em)
14-14-13
11-11-07
15-10-04
Half Large, Half Small, Half Market, Half Value, Half US, Half International...
Global, Beta, Size, Price diversification in a simple 4 fund mix.
Trev H
Re: Post your Morningstar X-Ray Style Box
Stock
24-25-20
07-08-07
03-03-03
Bonds
24-26-07
19-01-20
00-00-00
24-25-20
07-08-07
03-03-03
Bonds
24-26-07
19-01-20
00-00-00
Re: Post your Morningstar X-Ray Style Box
empb,empb wrote:Domestic
00-00-00
09-09-01
46-27-08
Foreign
00-01-00
27-16-10
22-14-08
Overall
00-01-00
18-13-05
34-21-08
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!
Last edited by William4u on Fri Feb 22, 2013 11:50 am, edited 1 time in total.
Re: Post your Morningstar X-Ray Style Box
Stocks
18 19 27
09 07 08
05 05 02
Bonds
00 15 00
00 00 00
00 12 00
Unclassified: 73.38% (I have a large holding of PTTRX which for some reason M* doesn't classify)
@empb,
Now that is some small/value tilt you've got going on there. Actually, I think your portfolio has fallen over.
18 19 27
09 07 08
05 05 02
Bonds
00 15 00
00 00 00
00 12 00
Unclassified: 73.38% (I have a large holding of PTTRX which for some reason M* doesn't classify)
@empb,
Now that is some small/value tilt you've got going on there. Actually, I think your portfolio has fallen over.
Last edited by 2retire on Fri Feb 22, 2013 2:26 pm, edited 1 time in total.
Re: Post your Morningstar X-Ray Style Box
Clearly I need counseling.
45-16-08
22-04-02
01-01-01
45-16-08
22-04-02
01-01-01
Re: Post your Morningstar X-Ray Style Box
Vanguard Total Domestic (VTI) is by itself...
24 24 25
6 6 7
3 3 3
So Bustoff has a large and mid value tilt, but tilts away from small.
24 24 25
6 6 7
3 3 3
So Bustoff has a large and mid value tilt, but tilts away from small.
- Clearly_Irrational
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Re: Post your Morningstar X-Ray Style Box
All
-----
11-13-11
8-7-2
28-17-5
-----
11-13-11
8-7-2
28-17-5
- bottomfisher
- Posts: 399
- Joined: Fri Jan 04, 2013 8:03 am
Re: Post your Morningstar X-Ray Style Box
29 23 21
09 07 06
02 02 01
This differs greatly from Vanguard's portfolio tool. Missing out on that purported small cap premium. May need to do some reading this weekend.
09 07 06
02 02 01
This differs greatly from Vanguard's portfolio tool. Missing out on that purported small cap premium. May need to do some reading this weekend.
Re: Post your Morningstar X-Ray Style Box
in progress
Last edited by Blues on Thu May 02, 2013 8:33 pm, edited 1 time in total.
-
- Posts: 1814
- Joined: Mon Aug 01, 2011 8:15 pm
Re: Post your Morningstar X-Ray Style Box
17- 22-17
8 -10-7
9 -7-3
Lots more tilting than I expected. Looks like my tilt is milder than I thought, too.
8 -10-7
9 -7-3
Lots more tilting than I expected. Looks like my tilt is milder than I thought, too.
Re: Post your Morningstar X-Ray Style Box
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 know there is a numbers geek out there itching to do this!...
Re: Post your Morningstar X-Ray Style Box
20 21 20
7 8 6
7 7 4
7 8 6
7 7 4
A man is rich in proportion to the number of things he can afford to let alone.
Re: Post your Morningstar X-Ray Style Box
15.16.28
8.9.14
3.4.3
Too heavy for my liking in Large growth stocks. Should I adjust and have a little more small-cap exposure?
8.9.14
3.4.3
Too heavy for my liking in Large growth stocks. Should I adjust and have a little more small-cap exposure?
Re: Post your Morningstar X-Ray Style Box
24 24 23
5 5 5
5 5 5
5 5 5
5 5 5
Re: Post your Morningstar X-Ray Style Box
You'd need to know everyone's total holdings, though, wouldn't you? Otherwise it wouldn't be properly weighted.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!...
Re: Post your Morningstar X-Ray Style Box
Domestic
15-20-18
5-7-5
13-14-4
Int'l
36-30-19
6-3-3
1-0-1
Total
21-23-18
5-6-4
9-10-3
15-20-18
5-7-5
13-14-4
Int'l
36-30-19
6-3-3
1-0-1
Total
21-23-18
5-6-4
9-10-3
Re: Post your Morningstar X-Ray Style Box
Overall:
11-14-12
11-12-8
16-11-5
Domestic:
8-15-11
8-11-4
23-15-5
International:
14-14-13
14-14-12
8-6-5
11-14-12
11-12-8
16-11-5
Domestic:
8-15-11
8-11-4
23-15-5
International:
14-14-13
14-14-12
8-6-5
Re: Post your Morningstar X-Ray Style Box
Its not asset weighted. Its perspective weighted. In other words, it doesnt matter if you have $10 or $999,999,999 your OPINION and PERSPECTIVE should carry equal weight.MoonOrb wrote:You'd need to know everyone's total holdings, though, wouldn't you? Otherwise it wouldn't be properly weighted.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!...
Re: Post your Morningstar X-Ray Style Box
Good point!
Re: Post your Morningstar X-Ray Style Box
all equities
26 25 15
07 09 08
04 04 03
all bonds
00 16 00
24 27 13
00 17 00
Never bothered breaking up equity x-ray into domestic and foreign.
26 25 15
07 09 08
04 04 03
all bonds
00 16 00
24 27 13
00 17 00
Never bothered breaking up equity x-ray into domestic and foreign.
Best Wishes, SpringMan
Re: Post your Morningstar X-Ray Style Box
All equities:
21-23-21
06-07-06
06-06-05
21-23-21
06-07-06
06-06-05
- LiveSimple
- Posts: 2312
- Joined: Thu Jan 03, 2013 6:55 am
Re: Post your Morningstar X-Ray Style Box
Invest when you have the money, sell when you need the money, for real life expenses...
Re: Post your Morningstar X-Ray Style Box
Here is a breakdown of various US/International portfolios for comparison. All ratios were done with Vanguard Total Stock/International Market Admiral shares (VTSAX/VTIAX).
100u
24 24 25
06 06 07
03 03 03
90u/10i
24 24 24
06 06 06
03 03 03
80u/20i
24 25 24
06 06 06
03 02 03
75u/25i
25 25 24
06 06 06
03 02 02
70u/30i
25 25 24
06 06 06
03 02 02
65u/35i
25 25 24
06 06 06
03 02 02
60u/40i
25 25 24
06 06 06
02 02 02
50u/50i
26 26 24
06 06 06
02 02 02
40u/60i
26 26 24
06 06 06
02 02 02
30u/70i
26 27 24
06 06 05
02 02 02
20u/80i
27 27 24
06 06 05
02 02 02
10u/90i
27 27 24
06 06 05
02 01 01
100i
28 28 24
06 05 05
02 01 01
And finally, Vanguard Total World Stock Index Investor shares:
VTSWX
26 27 25
06 06 05
02 02 02
100u
24 24 25
06 06 07
03 03 03
90u/10i
24 24 24
06 06 06
03 03 03
80u/20i
24 25 24
06 06 06
03 02 03
75u/25i
25 25 24
06 06 06
03 02 02
70u/30i
25 25 24
06 06 06
03 02 02
65u/35i
25 25 24
06 06 06
03 02 02
60u/40i
25 25 24
06 06 06
02 02 02
50u/50i
26 26 24
06 06 06
02 02 02
40u/60i
26 26 24
06 06 06
02 02 02
30u/70i
26 27 24
06 06 05
02 02 02
20u/80i
27 27 24
06 06 05
02 02 02
10u/90i
27 27 24
06 06 05
02 01 01
100i
28 28 24
06 05 05
02 01 01
And finally, Vanguard Total World Stock Index Investor shares:
VTSWX
26 27 25
06 06 05
02 02 02
Re: Post your Morningstar X-Ray Style Box
Combined domestic and international...
15-15-15
09-09-06
17-11-05
15-15-15
09-09-06
17-11-05
-
- Posts: 7502
- Joined: Mon Dec 17, 2007 6:32 pm
Re: Post your Morningstar X-Ray Style Box
Too much trouble.
Brian
Brian
Re: Post your Morningstar X-Ray Style Box
Lots of the X-rays show that the slice-and-dice folks are looking at X-rays occassionally, but the Total Market Weights folks are not and they are not posting in this thread either. There are a few brave Total Market Weights investors showing their X-rays, but not many.
Re: Post your Morningstar X-Ray Style Box
Domestic:
18 22 20
06 08 07
06 06 06
International:
20 22 21
11 09 08
04 03 03
Total Equity:
19 22 21
08 09 07
05 05 04
Total US Stock Market, VTSAX (for an objective, market cap weighted point of reference):
24 24 25
06 06 07
03 03 03
and
Total International Stock Market:
28 28 24
06 05 05
02 01 01
I used to have a bigger small value tilt, but it came mostly from a 10% slice of US REITs. Now I've split that with International Real Estate, and VGSNX now looks like this:
00 64 14
08 22 06
06 08 02
When did that happen?!?
while VNQI looks like this:
10 23 26
16 10 07
03 03 02
(Does this mean REITs will no longer be strongly correlated with small value, or are there limitations to what we can expect a Morningstar instant x-ray style box analysis to show us?)
Brave? This is brave:
18 22 20
06 08 07
06 06 06
International:
20 22 21
11 09 08
04 03 03
Total Equity:
19 22 21
08 09 07
05 05 04
Total US Stock Market, VTSAX (for an objective, market cap weighted point of reference):
24 24 25
06 06 07
03 03 03
and
Total International Stock Market:
28 28 24
06 05 05
02 01 01
I used to have a bigger small value tilt, but it came mostly from a 10% slice of US REITs. Now I've split that with International Real Estate, and VGSNX now looks like this:
00 64 14
08 22 06
06 08 02
When did that happen?!?
while VNQI looks like this:
10 23 26
16 10 07
03 03 02
(Does this mean REITs will no longer be strongly correlated with small value, or are there limitations to what we can expect a Morningstar instant x-ray style box analysis to show us?)
Interesting choice of words, considering the fact that the those with a heavy small and/or value tilt are assuming more risk.livesoft wrote:Lots of the X-rays show that the slice-and-dice folks are looking at X-rays occassionally, but the Total Market Weights folks are not and they are not posting in this thread either. There are a few brave Total Market Weights investors showing their X-rays, but not many.
Brave? This is brave:
--PeteDomestic
00-00-00
09-09-01
46-27-08
Foreign
00-01-00
27-16-10
22-14-08
Overall
00-01-00
18-13-05
34-21-08
"Discipline matters more than allocation.” |—| "In finance, if you’re certain of anything, you’re out of your mind." ─William Bernstein
- zaboomafoozarg
- Posts: 2431
- Joined: Sun Jun 12, 2011 12:34 pm
Re: Post your Morningstar X-Ray Style Box
Exactlypetrico wrote:Interesting choice of words, considering the fact that the those with a heavy small and/or value tilt are assuming more risk.
I tilt 10% to small/value, that's my limit.
Re: Post your Morningstar X-Ray Style Box
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?petrico wrote:Interesting choice of words, considering the fact that the those with a heavy small and/or value tilt are assuming more risk.