Equities

Preferred Asset for Small Cap Value: VIOV

Jun 23, 2022 7 min read Equities small-cap value VIOV Assets Preferred Assets

If you’re looking for more variety within your equity position, consider a portion in a small-cap value fund such as VIOV. Smaller, less popular stocks tend to be on the riskier side of the spectrum for equities, but these can lead to higher expected returns over the long term.

Preferred Asset for Equities: VTI

Apr 14, 2022 5 min read Assets Equities Preferred Assets VTI

The mainstay of many portfolios, VTI is my choice in the test portfolios when you want just one, all-around equities fund. With an ultra low expense ratio and over 4000 companies inside, this does the job of capturing the equity risk premium in the stock market.