Open to ideas

Roth/Brokerage - looking to add growth risk or factor tilt.

Roth IRA
- FSKAX (60%) + FTHIX (40%)
- Max out every year. Contribute weekly.

Individual - Taxable Brokerage Account
- VTI (60%) + VXUS (40%)
- Contribute the littlest to but weekly.

Looking to add some growth risk or factor tilt in Roth and/or brokerage account. Though to be honest, I am thinking of just keeping my brokerage account as-is considering its taxable; simple might be better. Therefore, increasing my risk in my Roth IRA since it's a tax-advantaged account.

I do want to add only ONE etf/mf, no more. To keep it simple. I was thinking AVGV (10-15%) since I get exposure to pretty much everything across sectors and global, but with a value tilt.

Open to suggestions. Thank you!

reddit.com
u/SectorExact7324 — 8 hours ago

Roth/Brokerage - looking to add growth risk or factor tilt.

Roth IRA
- FSKAX (60%) + FTHIX (40%)
- Max out every year. Contribute weekly.

Individual - Taxable Brokerage Account
- VTI (60%) + VXUS (40%)
- Contribute the littlest to but weekly.

Looking to add some growth risk or factor tilt in Roth and/or brokerage account. Though to be honest, I am thinking of just keeping my brokerage account as-is considering its taxable; simple might be better. Therefore, increasing my risk in my Roth IRA since it's a tax-advantaged account.

I do want to add only ONE etf/mf, no more. To keep it simple. I was thinking AVGV (10-15%) since I get exposure to pretty much everything across sectors and global, but with a value tilt.

Open to suggestions. Thank you!

reddit.com
u/SectorExact7324 — 8 hours ago

Investing Portfolio Approach.

I know their included in VTI + VXUS but I want more weight in this because I am sensing their will perform well in the future. I already have VTI + VXUS. I am 29 years old.

VTI + VXUS + PAVE (5%) + XAR (5%) + URA (5%) + QTUM (5%) + SMH (5%) + ARKQ (5%) + GRID (5%)

thoughts? and better for Roth Ira or brokerage account?

reddit.com
u/SectorExact7324 — 2 months ago

Three Fund Idea - Roth IRA

At the moment, the core in my Roth IRA which is VTI+VXUS but I was researching types of investment strategies and factors during different economic cycles.

I was thinking of re-structuring the portfolio as: VTI (50) + VXUS (30) + AVGV (20). But then I got thinking of missed opportunities and/or exposure of other strategies during different economic cycles and if there was an ETF can capture all five. Then the gods sent us, GLOF.

Now I am thinking VTI (50) + VXUS (30) + GLOF (20). I don't see a downside (still learning), the fund is well managed and beats the STOXX Global Equity Factor Index not by a lot but enough to see a good, proper track record. Am I missing something here?

reddit.com
u/SectorExact7324 — 2 months ago

Roth IRA - Three Fund Portfolio Idea

Am I thinking of this right? I have my core in my Roth IRA which is VTI+VXUS but I was exploring and researching types of investment strategies (i.e. value, size, momentum, growth, and quality) during different economic cycles.

I was initially going to do VTI (50) + VXUS (30) + AVGV (20). But then I got thinking of missed opportunities and exposure of other strategies during different economic cycles and if there was an ETF can capture all five. Then the gods sent us, GLOF.

Now I am thinking VTI (50) + VXUS (30) + GLOF (20). Thoughts?

reddit.com
u/SectorExact7324 — 2 months ago