Post Your Morningstar Box Style

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deltaneutral83
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Re: Post Your Morningstar Box Style

Post by deltaneutral83 » Sat Jan 20, 2018 11:25 pm

azanon wrote:
Sat Jan 20, 2018 10:52 pm
I see a lot of value tilted portfolios. I can't help but wonder what Dave Ramsey's morningstar box would look like with his "good growth stock" mutual funds; Growth, Aggressive Growth, Growth and Income, and International.
18 21 39
3 5 8
1 1 3

Obviously overweight toward large growth but I thought I was missing something because his total returned underweight small cap because it turns out his his "aggressive growth" (SMCWX) individually is:
1 3 11
7 12 33
8 6 20
Last edited by deltaneutral83 on Sat Jan 20, 2018 11:29 pm, edited 1 time in total.

azanon
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Re: Post Your Morningstar Box Style

Post by azanon » Sat Jan 20, 2018 11:29 pm

deltaneutral83 wrote:
Sat Jan 20, 2018 11:25 pm
azanon wrote:
Sat Jan 20, 2018 10:52 pm
I see a lot of value tilted portfolios. I can't help but wonder what Dave Ramsey's morningstar box would look like with his "good growth stock" mutual funds; Growth, Aggressive Growth, Growth and Income, and International.
18 21 39
3 5 8
1 1 3

Obviously overweight toward large growth but I thought I was missing something because his total returned underweight small cap because it turns out his his "aggressive growth" individually is:
1 3 11
7 12 33
8 6 20
That's fascinating, ha! Thanks for taking the time to do that. Well - he's been killin' it lately, let's be honest.

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rosylenm
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Re: Post Your Morningstar Box Style

Post by rosylenm » Sun Jan 21, 2018 12:21 am

24...23...22
09...09...09
01...01...02

ANC
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Re: Post Your Morningstar Box Style

Post by ANC » Sun Jan 21, 2018 1:22 am

Large.......15......22.......38
Medium.....3.......6.........8
Small...... .2.......3.........4

A tilt towards growth.

Longtermgrowth
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Re: Post Your Morningstar Box Style

Post by Longtermgrowth » Sun Jan 21, 2018 4:42 am

deltaneutral83 wrote:
Sat Jan 20, 2018 10:46 pm
If I want to capture as much of the small cap value experience as possible, I take it I need to be more geared toward IJS (iShares 600Value) or VIOV (vanguard's 600 value ) rather than VBR?
RZV, Guggenheim S&P SmallCap 600® PureVal ETF, would be the extreme way to go for that. Paul Merriman explains in one of his recent podcasts, that the only reason they changed their recommendation from RZV to another small value ETF, is because RZV was more volatile, and they were worried about investors staying the course...

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Re: Post Your Morningstar Box Style

Post by nisiprius » Sun Jan 21, 2018 6:04 am

Image

But I suspect this thread isn't very useful, because I suspect that it will mostly attract people who are aware of their Morningstar box style, because they've made some conscious decision about what style they want... i.e. are intentionally tilting.
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JoMoney
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Re: Post Your Morningstar Box Style

Post by JoMoney » Sun Jan 21, 2018 6:25 am

94% this
Image
6% this (... but moving to about 10% this by next year)
Image
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Doc
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Re: Post Your Morningstar Box Style

Post by Doc » Sun Jan 21, 2018 8:50 am

pezblanco wrote:
Sat Jan 20, 2018 11:07 pm
deltaneutral83 wrote:
Sat Jan 20, 2018 10:46 pm
Doc wrote:
Sat Jan 20, 2018 11:37 am
VBR Vg Small Cap Value" market cap 3,650 Mil

Code: Select all

 0	 0	0
14	15	8
32	26	5
If I want to capture as much of the small cap value experience as possible, I take it I need to be more geared toward IJS (iShares 600Value) or VIOV (vanguard's 600 value ) rather than VBR?
According to Portfolio Vizualizer and looking at the factor loadings, the other two are smaller and more valuey ..... for what its worth.

VBR has size factor loading of .47 and value loading of .32
IJS ......................... .74 ......................... .49
VIOV ......................... .78 ......................... .46
They both follow the same index. Don't know why the loading difference. Randomness maybe? VIOV trading volume low. VBR less tax efficient.
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pezblanco
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Re: Post Your Morningstar Box Style

Post by pezblanco » Sun Jan 21, 2018 10:25 am

Doc wrote:
Sun Jan 21, 2018 8:50 am
pezblanco wrote:
Sat Jan 20, 2018 11:07 pm
deltaneutral83 wrote:
Sat Jan 20, 2018 10:46 pm
Doc wrote:
Sat Jan 20, 2018 11:37 am
VBR Vg Small Cap Value" market cap 3,650 Mil

Code: Select all

 0	 0	0
14	15	8
32	26	5
If I want to capture as much of the small cap value experience as possible, I take it I need to be more geared toward IJS (iShares 600Value) or VIOV (vanguard's 600 value ) rather than VBR?
According to Portfolio Vizualizer and looking at the factor loadings, the other two are smaller and more valuey ..... for what its worth.

VBR has size factor loading of .47 and value loading of .32
IJS ......................... .74 ......................... .49
VIOV ......................... .78 ......................... .46
They both follow the same index. Don't know why the loading difference. Randomness maybe? VIOV trading volume low. VBR less tax efficient.
Doc, I'm not sure but I think IJS and VIOV follow the same index which makes sense given their factor loadings (is that what you said?). VBR follows another index I think. The factor loads I gave were based on just 3 years of data ..... I too have noticed that factor loads tend to bounce around an awful lot and have to be taken with a grain of salt.

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Doc
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Re: Post Your Morningstar Box Style

Post by Doc » Sun Jan 21, 2018 11:08 am

pezblanco wrote:
Sun Jan 21, 2018 10:25 am
Doc, I'm not sure but I think IJS and VIOV follow the same index which makes sense given their factor loadings (is that what you said?). VBR follows another index I think. The factor loads I gave were based on just 3 years of data ..... I too have noticed that factor loads tend to bounce around an awful lot and have to be taken with a grain of salt.
Right, IJS and VIOV use the S&P 600 and VBR currently the CRSP US Small Cap Value but who knows what the latter will use next year.
Vanguard wrote: *S&P SmallCap 600 Value Index (formerly known as the S&P SmallCap 600/Barra Value Index) through May 16, 2003; MSCI US Small Cap Value Index through April 16, 2013; CRSP US Small Cap Value Index thereafter.
Morningstar wrote:Has this fund gone from one extreme to another?

Vanguard Small Cap Value Index successfully made the jump from its old S&P Small Cap 600/Barra Value Index to the newly minted MSCI U.S. Small Cap Value Index in May 2003.

The change wasn't unwelcome. The S&P index's methodology--which relied on a stock's price/book multiple to define value--was out of step with most active managers who consider a multitude of factors in gauging value. The S&P index's simplistic approach gave rise to some curious results.
http://srt.morningstar.com/analyst/fund ... cId=470888
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WoodSpinner
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Re: Post Your Morningstar Box Style

Post by WoodSpinner » Sun Jan 21, 2018 1:45 pm

All,

Here is mine ....

Image

This corresponds to my current 2018 Asset Allocation of:
Image

Roughly a 53% Stock/42% Bond/5% Cash Allocation

I was surprised a bit at the Credit Quality, Average Duration, Average Maturity between Vanguard Total Bond Market (BND) and Vanguard Intermediate Bond Market (BIV). Back-testing with Portfolio Visualizer doesn't show much of an impact in 2008-09. Just surprised BND has a shorter Average Duration and a better Credit Quality than BIV. Of course BIV is producing an overall better return.

Given that this represents 32% of my Portfolio I am starting to wonder about my decision to go BIV vs. BND.

Thoughts or suggestions are welcome ...

WoodSpinner 8-)
Last edited by WoodSpinner on Sun Jan 21, 2018 2:27 pm, edited 1 time in total.

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walletless
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Re: Post Your Morningstar Box Style

Post by walletless » Sun Jan 21, 2018 1:48 pm

Doc wrote:
Sun Jan 21, 2018 11:08 am
IJS and VIOV use the S&P 600 and VBR currently the CRSP US Small Cap Value but who knows what the latter will use next year.
Why do you think vbr may change what it follows next year?

John Z
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Re: Post Your Morningstar Box Style

Post by John Z » Sun Jan 21, 2018 2:01 pm

21 17 13
06 09 12
06 06 09

00 79 00
00 21 00
00 00 00

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Doc
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Re: Post Your Morningstar Box Style

Post by Doc » Sun Jan 21, 2018 2:05 pm

walletless wrote:
Sun Jan 21, 2018 1:48 pm
Doc wrote:
Sun Jan 21, 2018 11:08 am
IJS and VIOV use the S&P 600 and VBR currently the CRSP US Small Cap Value but who knows what the latter will use next year.
Why do you think vbr may change what it follows next year?
Vanguard has the habit of changing the index of their funds every few years. They just changed the index for three of their bond index funds in December. I have no idea if VBR is due for a change in the next 12 months. One would hope not but who knows.
A scientist looks for THE answer to a problem, an engineer looks for AN answer and lawyers ONLY have opinions. Investing is not a science.

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walletless
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Re: Post Your Morningstar Box Style

Post by walletless » Sun Jan 21, 2018 2:05 pm

John Z wrote:
Sun Jan 21, 2018 2:01 pm
00 79 00
00 21 00
00 00 00
Curious, What is you Bonds composition?

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walletless
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Re: Post Your Morningstar Box Style

Post by walletless » Sun Jan 21, 2018 2:06 pm

Doc wrote:
Sun Jan 21, 2018 2:05 pm
walletless wrote:
Sun Jan 21, 2018 1:48 pm
Doc wrote:
Sun Jan 21, 2018 11:08 am
IJS and VIOV use the S&P 600 and VBR currently the CRSP US Small Cap Value but who knows what the latter will use next year.
Why do you think vbr may change what it follows next year?
Vanguard has the habit of changing the index of their funds every few years. They just changed the index for three of their bond index funds in December. I have no idea if VBR is due for a change in the next 12 months. One would hope not but who knows.
Thanks for that context. Don't they need shareholders vote to make such changes? I know they asked for a similar vote to change VNQ in last cycle.

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Doc
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Re: Post Your Morningstar Box Style

Post by Doc » Sun Jan 21, 2018 2:16 pm

walletless wrote:
Sun Jan 21, 2018 2:06 pm
Don't they need shareholders vote to make such changes?
We owned two of the three funds that they changed in December and they didn't ask us. I think the answer is no.
Vanguard wrote: The fund reserves the right to substitute a different index for the index it currently tracks if the current index is discontinued, if the fund’s agreement with the sponsor of its target index is terminated, or for any other reason determined in good faith by the fund’s board of trustees.
And that's from the "Investment strategy" of the Vanguard 500 Index Fund Admiral Shares (VFIAX)
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Re: Post Your Morningstar Box Style

Post by John Z » Sun Jan 21, 2018 4:31 pm

walletless wrote:
Sun Jan 21, 2018 2:05 pm
John Z wrote:
Sun Jan 21, 2018 2:01 pm
00 79 00
00 21 00
00 00 00
Curious, What is you Bonds composition?
VG Total Bond Market Index Admiral.

Correction: Just remembered: Wife has some Wellesley in IRA so the box does not show pure Total Bond.
Last edited by John Z on Sun Jan 21, 2018 6:48 pm, edited 1 time in total.

Hukedonfonix4me
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Re: Post Your Morningstar Box Style

Post by Hukedonfonix4me » Sun Jan 21, 2018 5:59 pm

Currently:

21...21...21
8.....9.....8
4.....4.....4
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PaulF
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Re: Post Your Morningstar Box Style

Post by PaulF » Sun Jan 21, 2018 10:51 pm

.. V B G
L 24 18 15
M 12 10 04
S 09 06 02

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oldzey
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Re: Post Your Morningstar Box Style

Post by oldzey » Sun Jan 21, 2018 11:35 pm

Doc wrote:
Sat Jan 20, 2018 9:45 am
Be award of Morningstar's data presentation differences between equities and bonds. Equities show the weights in each of the six boxes but for bonds it is only the fund average.

Here is a M* Xray for ~equal parts Vg TBM and TSM.

Image

(Edited to fix typos.)
This is exactly what mine looks like.
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randomizer
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Re: Post Your Morningstar Box Style

Post by randomizer » Mon Jan 22, 2018 1:43 am

Image

Take it with a large grain of salt though, because there are a couple of tickers I couldn't find, accounting for about 8% of the portfolio.
87.5:12.5, EM tilt — HODL the course!

bhjjk19
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Re: Post Your Morningstar Box Style

Post by bhjjk19 » Mon Jan 22, 2018 8:45 pm

Stocks:

22...22...23
06...07...08
04...04...04

Bonds:

00...26...00
24...50...00
00...00...00

1.2m 60/40... age 64 last week
I'm hopeful this looks somewhat BH reasonable

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aegis965
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Re: Post Your Morningstar Box Style

Post by aegis965 » Tue Jan 23, 2018 1:51 am

Image
I may be biased.

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walletless
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Re: Post Your Morningstar Box Style

Post by walletless » Tue Jan 23, 2018 1:53 am

aegis965 wrote:
Tue Jan 23, 2018 1:51 am
Image
#FakeNews

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aegis965
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Re: Post Your Morningstar Box Style

Post by aegis965 » Tue Jan 23, 2018 1:58 am

walletless wrote:
Tue Jan 23, 2018 1:53 am
aegis965 wrote:
Tue Jan 23, 2018 1:51 am
Image
#FakeNews
:wink:
I may be biased.

Longtermgrowth
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Re: Post Your Morningstar Box Style

Post by Longtermgrowth » Tue Jan 23, 2018 5:54 am

walletless wrote:
Tue Jan 23, 2018 1:53 am
aegis965 wrote:
Tue Jan 23, 2018 1:51 am
Image
#FakeNews
Haha... Nah, look at the sig! I remember a post some time back about selecting stocks within small value category that we only wish funds were available for...

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snodog
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Re: Post Your Morningstar Box Style

Post by snodog » Tue Jan 23, 2018 4:40 pm

05 05 06
20 17 12
17 12 05

KATNYC
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Re: Post Your Morningstar Box Style

Post by KATNYC » Tue Jan 23, 2018 11:12 pm

pezblanco wrote:
Sat Jan 20, 2018 11:07 pm
deltaneutral83 wrote:
Sat Jan 20, 2018 10:46 pm
Doc wrote:
Sat Jan 20, 2018 11:37 am
VBR Vg Small Cap Value" market cap 3,650 Mil

Code: Select all

 0	 0	0
14	15	8
32	26	5
If I want to capture as much of the small cap value experience as possible, I take it I need to be more geared toward IJS (iShares 600Value) or VIOV (vanguard's 600 value ) rather than VBR?
According to Portfolio Vizualizer and looking at the factor loadings, the other two are smaller and more valuey ..... for what its worth.

VBR has size factor loading of .47 and value loading of .32
IJS ......................... .74 ......................... .49
VIOV ......................... .78 ......................... .46
I'm pretty sure I got the idea for VIOV from bogleheads since it is more SCV than VBR although we do currently own VBR/VISVX in a ROTH.

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SpringMan
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Re: Post Your Morningstar Box Style

Post by SpringMan » Wed Jan 24, 2018 8:24 am

In retirement since 2004.

39% Stocks (28% international, 72% domestic)
21 20 24
8 9 9
3 3 2

61% Bonds (primarily domestic VBTLX, with some emerging markets, VEGBX, and some PIMIX, PIMCO Income)
0 35 0
0 22 0
12 0 0
Best Wishes, SpringMan

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Re: Post Your Morningstar Box Style

Post by linenfort » Wed Jan 24, 2018 10:32 am

nisiprius wrote:
Sun Jan 21, 2018 6:04 am
But I suspect this thread isn't very useful,
I agree. It's another where people are more likely to post than read.

Stocks
Image
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Re: Post Your Morningstar Box Style

Post by Whakamole » Wed Jan 24, 2018 11:31 am

Image

KATNYC
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Re: Post Your Morningstar Box Style

Post by KATNYC » Wed Jan 24, 2018 2:31 pm

I set up test portfolios to see the style box for:

3 Fund portfolio
Image
Image

4 fund portfolio
Image
Image

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Rainier
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Re: Post Your Morningstar Box Style

Post by Rainier » Tue Apr 03, 2018 6:39 pm

I just setup my Morningstar portfolio again.

Since I have multiple investment accounts do I need to enter them all under one portfolio to get a combined view of my holdings? Kind of sucks you can’t keep them separate to view each account then combine them for an aggregated view.

bsdsecprof
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Re: Post Your Morningstar Box Style

Post by bsdsecprof » Tue Apr 03, 2018 7:02 pm

100% equity 60/40 US/International

09 11 12
08 09 11
15 16 10
Last edited by bsdsecprof on Sun May 27, 2018 11:12 pm, edited 2 times in total.

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Rainier
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Re: Post Your Morningstar Box Style

Post by Rainier » Wed Apr 04, 2018 4:56 am

Anybody? Do I have to combine all accounts into one portfolio?

livesoft
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Re: Post Your Morningstar Box Style

Post by livesoft » Wed Apr 04, 2018 5:57 am

Rainier wrote:
Tue Apr 03, 2018 6:39 pm
I just setup my Morningstar portfolio again.

Since I have multiple investment accounts do I need to enter them all under one portfolio to get a combined view of my holdings? Kind of sucks you can’t keep them separate to view each account then combine them for an aggregated view.
Use the Fidelity "Analysis" tab then. You can select which accounts get analyzed --- either singly, multiply, or all together. One can also do domestic and foreign separately if one wants to. See this post: viewtopic.php?p=2248876#p2248876
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Rainier
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Re: Post Your Morningstar Box Style

Post by Rainier » Wed Apr 04, 2018 6:07 am

livesoft wrote:
Wed Apr 04, 2018 5:57 am
Use the Fidelity "Analysis" tab then. You can select which accounts get analyzed --- either singly, multiply, or all together. One can also do domestic and foreign separately if one wants to. See this post: viewtopic.php?p=2248876#p2248876
Thanks, will check that....now even one less login for me to manage.

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Re: Post Your Morningstar Box Style

Post by VAslim16 » Wed Apr 04, 2018 10:27 am

26 25 26
06 06 06
02 02 02

samsdad
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Re: Post Your Morningstar Box Style

Post by samsdad » Sun May 27, 2018 10:10 pm

10 10 11
11 11 12
10 13 11

1/3 VOO or VFIAX
1/3 IVOO
1/3 VIOO or IJR

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vineviz
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Re: Post Your Morningstar Box Style

Post by vineviz » Mon May 28, 2018 9:48 am

Longtermgrowth wrote:
Sun Jan 21, 2018 4:42 am
deltaneutral83 wrote:
Sat Jan 20, 2018 10:46 pm
If I want to capture as much of the small cap value experience as possible, I take it I need to be more geared toward IJS (iShares 600Value) or VIOV (vanguard's 600 value ) rather than VBR?
RZV, Guggenheim S&P SmallCap 600® PureVal ETF, would be the extreme way to go for that. Paul Merriman explains in one of his recent podcasts, that the only reason they changed their recommendation from RZV to another small value ETF, is because RZV was more volatile, and they were worried about investors staying the course...
The index underlying RZV also has some significant negative loading on other factors (e.g. MOM), so while it is more extremely small value it isn’t more PURELY small value.
"Far more money has been lost by investors preparing for corrections than has been lost in corrections themselves." ~~ Peter Lynch

rkhusky
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Re: Post Your Morningstar Box Style

Post by rkhusky » Mon May 28, 2018 1:03 pm

Note that Morningstar changed its size definitions at the beginning of the year. So, numbers posted earlier this year, using 2017 definitions, will look different now.

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Re: Post Your Morningstar Box Style

Post by zaboomafoozarg » Mon May 28, 2018 2:32 pm

aegis965 wrote:
Tue Jan 23, 2018 1:51 am
Image
Lock up the thread, we got ourselves a winner!

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Portfolio7
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Re: Post Your Morningstar Box Style

Post by Portfolio7 » Mon May 28, 2018 6:26 pm

Below is our standard equity mix. I have to calculate with a wtd avg because of proprietary funds in my 401K, multiple accounts.

13 13 14
14 16 11
09 07 04

Right now our portfolio has a bit more growth vs the grid above, particularly in small cap - though the size weightings would be very close.

Fixed Income is all stable value.
An investment in knowledge pays the best interest.

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aegis965
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Re: Post Your Morningstar Box Style

Post by aegis965 » Fri Jun 08, 2018 2:50 am

zaboomafoozarg wrote:
Mon May 28, 2018 2:32 pm
aegis965 wrote:
Tue Jan 23, 2018 1:51 am
Image
Lock up the thread, we got ourselves a winner!
Seriously though, I intended it as satire but my portfolio consists solely of nano cap deep value stocks (P/B 0.41 MktCap 16.8M), so the image is not far from true.
I may be biased.

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zaboomafoozarg
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Re: Post Your Morningstar Box Style

Post by zaboomafoozarg » Fri Jun 08, 2018 5:53 am

aegis965 wrote:
Fri Jun 08, 2018 2:50 am
Seriously though, I intended it as satire but my portfolio consists solely of nano cap deep value stocks (P/B 0.41 MktCap 16.8M), so the image is not far from true.
Do you just buy individual securities to get a P/B and cap that low instead of using a fund or ETF?

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Re: Post Your Morningstar Box Style

Post by dcabler » Fri Jun 08, 2018 6:29 am

Stock
09 12 09
26 19 11
07 05 03

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aegis965
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Re: Post Your Morningstar Box Style

Post by aegis965 » Sun Jun 10, 2018 4:41 am

zaboomafoozarg wrote:
Fri Jun 08, 2018 5:53 am
aegis965 wrote:
Fri Jun 08, 2018 2:50 am
Seriously though, I intended it as satire but my portfolio consists solely of nano cap deep value stocks (P/B 0.41 MktCap 16.8M), so the image is not far from true.
Do you just buy individual securities to get a P/B and cap that low instead of using a fund or ETF?
Individual securities, but the selection process is completely quantitative.
I may be biased.

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BeBH65
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Re: Post Your Morningstar Box Style

Post by BeBH65 » Sun Jun 10, 2018 5:08 am

21 - 18 - 16
13 - 10 - 07
07 - 05 - 03
BeBH65. (only an investment enthusiast, not a financial adviser, perform your due diligence).

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BeBH65
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Re: Post Your Morningstar Box Style

Post by BeBH65 » Sun Jun 10, 2018 5:11 am

Rainier wrote:
Tue Apr 03, 2018 6:39 pm
I just setup my Morningstar portfolio again.

Since I have multiple investment accounts do I need to enter them all under one portfolio to get a combined view of my holdings? Kind of sucks you can’t keep them separate to view each account then combine them for an aggregated view.
It seems that it is indeed the goal to reflect your combined investments.
BeBH65. (only an investment enthusiast, not a financial adviser, perform your due diligence).

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