Personal Investments • Looking for Feedback on My Global 5-Fund Factor Portfolio (Value + Size Tilt)

For what it's worth, I have a pretty similar portfolio:
35% VTI
25% AVUV
25% AVDV
15% AVES

I made the switch from MCW to a sizeable value tilt over 5 years ago and don't foresee changing it anytime soon.

This is reasonable. OP, try for a few years. If you have job security, I have not found the tracking error to be an issue. There are a lot of Value haters. Just ignore. It’s very unlikely to make your portfolio worse long term, and likely will lead to better returns and smoother returns.

Personally I am
25% US total market
25% International total market
25% US SCV (AVUV)
25% Int SCV (AVDV and AVES)

There are TLH advantages to avoiding the fund of funds. Many people can’t achieve the tilt they want in tax advantaged accounts because of restrictions on available funds.

Good luck

Statistics: Posted by snowday2022 — Sat Nov 01, 2025 10:14 pm — Replies 55 — Views 2894

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