Starting off the new year with a few updates to clean up some loose ends. First off, new rebalancing rules - 20% relative threshold rebalancing now for all portfolios. Then, a look at my two asset changes last year: VPU supplementing VNQ and USMV taking some from PFF.
Even if you get the top spot, there’s no guarantee that you will stay there. In September, I declared VUG as my preferred asset for Large-Cap Growth, but suggestions from two readers bring two new challengers: will QQQM or IWY prove a better fit in a Risk Parity portfolio?
If you want to capture exposure to international equities in just one ETF, what should it be? Here, I tested contenders VXUS, ACWX and DFAX and found DFAX the best for gaining broad exposure across the globe and market caps and totally worth its slightly higher expense ratio.
I wrote in June about my preferred way to invest in small-cap value equities: VIOV. Have learned some things since then, especially how to figure out just how small-cap and value a given ETF actually is. So, I decided to open up the search again.
Poor returns, high volatility, minimal yield given the risk…why would anyone in 2022 want to include Extended Duration Bond funds in a portfolio? They are awful right now, no doubt about that, but nevertheless, extended duration bonds funds like EDV can play an important role in a RP portfolio.
