USMV

RPC Desktop: New Year Edition

Jan 10, 2023 6 min read RPC Desktop Preferred Assets VPU VNQ USMV PFF Rebalancing

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.

Preferred Asset for Low(er) Beta Equities: first round

Oct 21, 2022 7 min read Equities VPU PFF USMV Assets Other Assets

This one is really an experiment - comparing three equity funds, VPU, PFF and USMV, with somewhat low correlation with the S&P 500. Putting them through their paces to get a sense of whether low(er) beta equity funds may be another arrow in the RP quiver.