u/Putrid_Lifeguard6697

Seeking advice on AI developed portfolio/strategy

I'm working on revising my portfolio with AI to maximize growth over a 20 year + timeframe with 100% stocks.

I've built:

55% S&P 500 (FXAIX)

25% International (VXUS)

20% Small Cap Value (AVUV)

I'm prioritizing AVUV in my Roth accounts, FXAIX in my pre-tax retirement accounts, and VXUS in my taxable brokerage accounts.

I wasn't too familiar with the Small Cap Value tilted strategy, but I've done some research and I'm comfortable with the volatility in hopes of greater long term gains.

I'd appreciate any advice you may have or factors I should be considering here.

Thanks in advance!

reddit.com
u/Putrid_Lifeguard6697 — 7 days ago

Seeking advice on AI developed portfolio/strategy

I'm working on revising my portfolio with AI to maximize growth over a 20 year + timeframe with 100% stocks.

I've built:

55% S&P 500 (FXAIX)

25% International (VXUS)

20% Small Cap Value (AVUV)

I'm prioritizing AVUV in my Roth accounts, FXAIX in my pre-tax retirement accounts, and VXUS in my taxable brokerage accounts.

I wasn't too familiar with the Small Cap Value tilted strategy, but I've done some research and I'm comfortable with the volatility in hopes of greater long term gains.

I'd appreciate any advice you may have or factors I should be considering here.

Thanks in advance!

reddit.com
u/Putrid_Lifeguard6697 — 7 days ago

Seeking advice on AI developed portfolio/strategy

I'm working on revising my portfolio with AI to maximize growth over a 20 year + timeframe with 100% stocks.

I've built:

55% S&P 500 (FXAIX)

25% International (VXUS)

20% Small Cap Value (AVUV)

I'm prioritizing AVUV in my Roth accounts, FXAIX in my pre-tax retirement accounts, and VXUS in my taxable brokerage accounts.

I wasn't too familiar with the Small Cap Value tilted strategy, but I've done some research and I'm comfortable with the volatility in hopes of greater long term gains.

I'd appreciate any advice you may have or factors I should be considering here.

Thanks in advance!

reddit.com
u/Putrid_Lifeguard6697 — 7 days ago