Announcement

Collapse
No announcement yet.

Tilting

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Tilting

    What say you: How do you accomplish your small / value tilt in your portfolio?

  • #2
    I've posted it elsewhere, but here is my asset allocation.

     

    US Total Market 25%

    Large Value 5%

    Extended Market 7.5%

    Small Cap Value 7.5%

    US Bond 15%

    Investment-Grade Bond 5%

    International 22.5%

    Emerging markets 5%

    REIT 7.5%

     

    As you can see, I tilt small and value. Additionally, I've tilted a bit to 'investment-grade' with my bonds. I do all of these things because I'm 25+ years from retirement have a good amount of risk tolerance. Hope that helps.

    Comment

    Working...
    X