Can I create my own "fund" on Vanguard or Schwab so I don't have to individually purchase 10 different etfs every month?

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ruralavalon
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Re: Can I create my own "fund" on Vanguard or Schwab so I don't have to individually purchase 10 different etfs every mo

Post by ruralavalon »

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.
"Everything should be as simple as it is, but not simpler." - Albert Einstein | Wiki article link: Bogleheads® investment philosophy
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