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?
We’ve got small-cap value covered with AVUV, but what should we pair it with? In this deep dive, I look at what large-cap growth fund might work best in concert with AVUV. The candidates are VOO, VUG, IVW and DFUS - with VUG and IVW achieving exalted (ha!) status of “preferred asset.”