tvanzo wrote: ↑Fri Mar 17, 2023 1:24 pm
Brianmcg321 wrote: ↑Fri Mar 17, 2023 12:47 pm
One total market index will get you the same results.
Can you explain? My portfolio is very different than a total market index. I am tilting towards small cap and value, which over the long term have outperformed the total market significantly.
tvanzo wrote: ↑Fri Mar 17, 2023 10:46 am
. . . . . .
. . . My split is:
VALUE EMERGING: Aves: 20%
S&P 600: IJR: 20%
SMALL CAP VALUE: AVUV: 15%
MID CAP: VO:20%
INT SMALL CAP VALUE: AVDV:15%
S&P 500: 10%
The simpler solution is Vanguard Total Stock Market Index Fund (VTSAX) plus Vanguard Small-cap Value Index Fund (VSIAX).
The ratio could be 3:1. Rick Ferri, etf.com (7/21/2014),
To Tilt Or Not To Tilt?
Using regular mutual funds rather than exchange traded funds (ETFs) allows you to set up automatic investment of new contributions and automatic reinvestment of distributions.