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Post your Morningstar Box Style

Posted: Tue Jun 24, 2014 12:39 pm
by Longtimelurker
Always an interesting read. Here I am:

16 - 17 - 17
11 - 9 - 7
9 - 8 - 6

75/25 Equities/Bond
Equities: 50/50 US / Intl.

Re: Post your Morningstar Box Style

Posted: Tue Jun 24, 2014 7:28 pm
by whaleknives
Image

Re: Post your Morningstar Box Style

Posted: Wed Jun 25, 2014 7:45 pm
by fmzip
Where do I find these views?

I have my portfolio listed on Morningstar but I don't see this anywhere

Re: Post your Morningstar Box Style

Posted: Wed Jun 25, 2014 8:02 pm
by ruralavalon
50/50 stock/bond allocation

domestic equity (TSM, SCV, REIT)
15/19/18
10/11/15
10/08/03

International equity (Total Int'l)
28/26/25
06/05/05
01/01/01

Re: Post your Morningstar Box Style

Posted: Wed Jun 25, 2014 8:10 pm
by livesoft
US only
18-14-14
11-10-04
15-10-03

International only
15-16-14
14-13-11
07-04-04

US+International
17-15-14
13-12-08
11-08-04

Re: Post your Morningstar Box Style

Posted: Wed Jun 25, 2014 8:16 pm
by baw703916
Overall portfolio:
37.2% U.S. stocks, 25.8% International stocks, 35.6% Bonds, 1.4% cash and "other"

Equities style box:
11 - 15 - 12
13 - 10 - 07
17 - 09 - 06

Bond style box (horizontal axis: duration; vertical axis: credit quality):
62 - 00 - 01
00 - 33 - 00
00 - 00 - 00

Re: Post your Morningstar Box Style

Posted: Wed Jun 25, 2014 8:47 pm
by whaleknives
fmzip - try Morningstar Tools>Instant X-Ray:
http://portfolio.morningstar.com/RtPort ... =0.7055475

Re: Post your Morningstar Box Style

Posted: Wed Jun 25, 2014 9:08 pm
by abyan
100% equity (all at Vanguard)

23 - 24 - 24
7 - 7 - 5
5 - 4 - 2

US Equity (40% TSM, 20% S&P, 10% small cap value)
International Equity (25% total market, 5% emerging markets)

Re: Post your Morningstar Box Style

Posted: Wed Jun 25, 2014 10:11 pm
by RunningRad
14-11-08
11-09-06
23-13-05

US Stocks- 37%
Intl stock-25%
Bonds-33%
Cash/other-5%

Re: Post your Morningstar Box Style

Posted: Fri Jun 27, 2014 10:18 am
by camper
12 15 14
12 13 9
11 9 5

Re: Post your Morningstar Box Style

Posted: Fri Jun 27, 2014 10:35 am
by camper
Current box
camper wrote:12 15 14
12 13 9
11 9 5
Dug this post up from a similar thread in October 2010.
Numbers haven't changed much. Illustrates that we are staying the course.
camper wrote:13 13 13
12 13 10
12 9 5

Cash 1%
US Stocks 46.41%
Foreign Stocks 32.99%
Bonds 19.35%
Other .25%

Re: Post your Morningstar Box Style

Posted: Fri Jun 27, 2014 8:13 pm
by Regal 56
Allocation
Cash: 5.17%
Bonds: 3.85%
US Stocks: 47.96%
Non-US Stocks: 41.65%
Other: 1.38%

Stock Style
14—17—19
06—13—11
05—08—07

My total portfolio expense ratio is—true diehards might want to avert their eyes—0.92%. But as any hot-shot financial advisor will say, you get what you pay for. :wink:

Re: Post your Morningstar Box Style

Posted: Fri Jun 27, 2014 8:13 pm
by nedsaid
Stock stylebox is:

21-23-18
06-09-07
08-05-04

50% US Stocks, 18% International Stocks, 28% Bonds, 3% Cash, and 1% other.

Average mutual fund expense ratio: 0.58%.

Re: Post your Morningstar Box Style

Posted: Wed Jul 09, 2014 4:11 pm
by fourwedge
Stock 90%
Bonds 10%

Stock:
us/int
59%/41%


US and Int equities combined with 32% total in Int.
15,18,17
11,11,6
10,8,3

Avg expense ration .18%

Re: Post your Morningstar Box Style

Posted: Wed Jul 09, 2014 5:40 pm
by conlius
In the past few days I simplified my portfolio to:

VTV (Large Value): 20%
VBR (Small Value): 20%
VNQ (REITs): 10%
VEU (Ex-US Large/Mid with EM): 15%
VSS (Ex-US Small/Mid with EM): 15%
BND (Total Bond): 20%

US Equities (including REITs):
19 19 6
13 13 3
14 11 3

Ex-US
15 15 15
13 13 12
7 5 4

Total Equities:
18 18 9
13 13 6
11 9 3

Maybe I'm tilting too much toward US value and not enough in Ex-US? You guys tell me.

Re: Post your Morningstar Box Style

Posted: Wed Jul 09, 2014 9:00 pm
by Code Commit
US only
13-16-15
11-12-5
14-10-4

International only
17-17-18
12-11-11
6-4-4

US-International Combined (US 60% + Intl 40% of equities)
15-16-16
11-12-7
11-8-4

Re: Post your Morningstar Box Style

Posted: Wed Jul 09, 2014 9:24 pm
by matjen
18 18 17
8 8 7
10 9 5

75 equities/25 fixed income
42US/33Int'l

Re: Post your Morningstar Box Style

Posted: Wed Jul 09, 2014 9:37 pm
by LAlearning
22-23-23
07-08-07
04-04-03

75:25 with 30% Intl.
ER 0.15%

Re: Post your Morningstar Box Style

Posted: Wed Jul 09, 2014 10:03 pm
by sperry8
Domestic
17-23-21
11-10-6
3-4-5
Expense ratio: .26%

International
17-17-23
10-10-11
4-4-4
Expense ratio: .37%

Domestic & International Combined (US 60% + Int'l 40%)
17-20-21
11-10-8
4-4-5
Expense ratio: .30%

Re: Post your Morningstar Box Style

Posted: Wed Jul 09, 2014 10:13 pm
by grap0013
100% equity since 2007

50:25:25 split US:international dev:EM Same ratios since August 2010.

08-06-05
16-15-09
22-15-05

Re: Post your Morningstar Box Style

Posted: Wed Jul 09, 2014 10:18 pm
by grap0013
RunningRad wrote:14-11-08
11-09-06
23-13-05

US Stocks- 37%
Intl stock-25%
Bonds-33%
Cash/other-5%
Not that it's a competition....... :) , but how'd you get more in the little box on the bottom left than me? RZV?

Re: Post your Morningstar Box Style

Posted: Thu Jul 10, 2014 6:24 am
by Gecko10x
grap0013 wrote:
RunningRad wrote:14-11-08
11-09-06
23-13-05

US Stocks- 37%
Intl stock-25%
Bonds-33%
Cash/other-5%
Not that it's a competition....... :) , but how'd you get more in the little box on the bottom left than me? RZV?
Haha! Well, if you're going to challenge us, then here's mine excluding assets I don't have full control over (IOW, mine doesn't actually look anything like this :wink: )

7    5    3
9    9    10
25  23  10

Re: Post your Morningstar Box Style

Posted: Thu Jul 10, 2014 7:48 am
by Moon and stars
My Morningstar Stock Style Matrix is:

20 23 31
5 5 10
2 1 3

I recognize my portfolio is heavily tilted toward growth stocks. This is a result of decisions I made prior to becoming a Boglehead. I are currently working to achieve a better balance between growth and value stocks. However, it is a slow process unless I want to incur a large capital gains tax liability. My overall expense ratio is 0.48%.

Re: Post your Morningstar Box Style

Posted: Thu Jul 10, 2014 11:07 am
by nisiprius
Relying on Vanguard's far-from-reliable Portfolio Watch... but is probably OK since I currently have no assets outside Vanguard, and no non-Vanguard mutual funds or ETFs...
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Image
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Re: Post your Morningstar Box Style

Posted: Thu Jul 10, 2014 11:39 am
by sperry8
nisiprius wrote:Relying on Vanguard's far-from-reliable Portfolio Watch... but is probably OK since I currently have no assets outside Vanguard, and no non-Vanguard mutual funds or ETFs...
Image
Image
Image
Nispirus - I'm surprised to see you don't subscribe to the small value tilt. May I ask why?

Re: Post your Morningstar Box Style

Posted: Wed Jul 23, 2014 4:18 pm
by NOgmacks
I have a simplified portfolio across 401Ks, IRAs and Taxable now

VTIAX - Total International Admiral
VBTLX - Total Bond Admiral
VINIX - Domestic Institutional
VTSAX - Total Stock Admiral

Here is my breakup.

Allocation:

Cash: 1%
Bonds: 14%
US Stocks: 46%
Foreign Stocks: 38%
Other: 1%

Stock Style
27-29-25
06-05-05
01-01-01

Interest Rate Sensitivity

000-100-000
000-000-000
000-000-000.

I have no idea what most of this information means except for AA breakup. Any help understanding the Stock Style part?

My guess is that I am heavily tilted towards Jumbo Cap and Large Cap size, no?

If so, maybe in future years, I would need to tilt it more towards Small/Med Cap Value. I don't know.