Post your Morningstar X-Ray Style Box

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Khanmots
Posts: 1241
Joined: Sat Jun 11, 2011 2:27 pm

Re: Post your Morningstar X-Ray Style Box

Post by Khanmots »

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.
User avatar
iceport
Posts: 6054
Joined: Sat Apr 07, 2007 4:29 pm

Re: Post your Morningstar X-Ray Style Box

Post by iceport »

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
"Discipline matters more than allocation.” |—| "In finance, if you’re certain of anything, you’re out of your mind." ─William Bernstein
MKP
Posts: 228
Joined: Sun Jun 26, 2011 7:56 pm

Re: Post your Morningstar X-Ray Style Box

Post by MKP »

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
User avatar
Random Musings
Posts: 6770
Joined: Thu Feb 22, 2007 3:24 pm
Location: Pennsylvania

Re: Post your Morningstar X-Ray Style Box

Post by Random Musings »

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?

RM
I figure the odds be fifty-fifty I just might have something to say. FZ
User avatar
tarnation
Posts: 2544
Joined: Thu Apr 26, 2007 12:36 am

Re: Post your Morningstar X-Ray Style Box

Post by tarnation »

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 Sat Feb 23, 2013 11:25 pm, edited 1 time in total.
Image
User avatar
Aptenodytes
Posts: 3786
Joined: Tue Feb 08, 2011 7:39 pm

Re: Post your Morningstar X-Ray Style Box

Post by Aptenodytes »

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
User avatar
Aptenodytes
Posts: 3786
Joined: Tue Feb 08, 2011 7:39 pm

Re: Post your Morningstar X-Ray Style Box

Post by Aptenodytes »

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.
livesoft
Posts: 86076
Joined: Thu Mar 01, 2007 7:00 pm

Re: Post your Morningstar X-Ray Style Box

Post by livesoft »

:) setydonetpA == tfosevil :)
Wiki This signature message sponsored by sscritic: Learn to fish.
User avatar
stickman731
Posts: 418
Joined: Sun Jan 01, 2012 9:42 am
Location: New Jersey

Re: Post your Morningstar X-Ray Style Box

Post by stickman731 »

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
Bull Moose
Posts: 2
Joined: Wed Feb 13, 2013 7:08 pm

Re: Post your Morningstar X-Ray Style Box

Post by Bull Moose »

Total
14 15 14
10 10 06
15 10 06
User avatar
zaboomafoozarg
Posts: 2431
Joined: Sun Jun 12, 2011 12:34 pm

Re: Post your Morningstar X-Ray Style Box

Post by zaboomafoozarg »

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.
User avatar
zaboomafoozarg
Posts: 2431
Joined: Sun Jun 12, 2011 12:34 pm

Re: Post your Morningstar X-Ray Style Box

Post by zaboomafoozarg »

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 7:42 pm, edited 1 time in total.
Topic Author
STC
Posts: 415
Joined: Wed Nov 14, 2012 8:22 am

Re: Post your Morningstar X-Ray Style Box

Post by STC »

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:
Image
User avatar
zaboomafoozarg
Posts: 2431
Joined: Sun Jun 12, 2011 12:34 pm

Re: Post your Morningstar X-Ray Style Box

Post by zaboomafoozarg »

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
User avatar
ruralavalon
Posts: 26351
Joined: Sat Feb 02, 2008 9:29 am
Location: Illinois

Re: Post your Morningstar X-Ray Style Box

Post by ruralavalon »

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: Bogleheads® investment philosophy
Grt2bOutdoors
Posts: 25625
Joined: Thu Apr 05, 2007 8:20 pm
Location: New York

Re: Post your Morningstar X-Ray Style Box

Post by Grt2bOutdoors »

All equity:

25 19 22
8 7 8
4 4 3
"One should invest based on their need, ability and willingness to take risk - Larry Swedroe" Asking Portfolio Questions
pascalwager
Posts: 2327
Joined: Mon Oct 31, 2011 8:36 pm

Re: Post your Morningstar X-Ray Style Box

Post by pascalwager »

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.
VT 60% / VFSUX 20% / TIPS 20%
User avatar
mildred66
Posts: 36
Joined: Fri Sep 16, 2011 4:43 pm

Re: Post your Morningstar X-Ray Style Box

Post by mildred66 »

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

Image
avalpert
Posts: 6313
Joined: Sat Mar 22, 2008 4:58 pm

Re: Post your Morningstar X-Ray Style Box

Post by avalpert »

I'm at approximately:

26 20 12
9 7 4
11 7 3
User avatar
tarnation
Posts: 2544
Joined: Thu Apr 26, 2007 12:36 am

Re: Post your Morningstar X-Ray Style Box

Post by tarnation »

20 20 19
8 8 8
6 6 5
Image
User avatar
empb
Posts: 830
Joined: Tue Aug 11, 2009 1:22 pm
Location: E1W

Re: Post your Morningstar X-Ray Style Box

Post by empb »

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
User avatar
grap0013
Posts: 1892
Joined: Thu Mar 18, 2010 1:24 pm

Re: Post your Morningstar X-Ray Style Box

Post by grap0013 »

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

International
2-3-4
31-19-14
13-7-6
There are no guarantees, only probabilities.
Post Reply