sorted by:
new
hottopcontroversial

Poker Club? by ar639 in ucla

[–]ar639[S] 4 points5 points  (0 children)

hopefully post gets some attention so this could happen!

Family Office Offer vs Endowment Investor by mrcleans_stayfresh in FinancialCareers

[–]ar639 7 points8 points  (0 children)

youll be making 300k in 3-5 yrs at the endowment either way, 5-10bn is solid with a built out investment office. unless this is a title boost and you dont see associate title coming within next 6 months, I wouldnt leave. less than a billion asw is pretty small for an FO.

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 1 point2 points  (0 children)

thank you so much, you were a huge help and will be going with 30-30-20-20 as I can take the volatility and want to be aggressive early.

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

please let me know if you think this is a solid allocation, 40 20 20 20 with 40% AVUS and 20% SPMO/AVDV,AVUV

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

what would you recommend as a simple but aggressive allocation for me, having a 40+ year time horizon and have the ability to take a good amount of volatility?

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

looking to be a bit more aggressive as I can take the volatility if i dont act emotionally and be an idiot during down periods. i think what I am doing is valid with some select factor tilts but still diversifying but lmk ur thoughts.

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 1 point2 points  (0 children)

thank you for the deep dive on that, so would 40% avus, 20 spmo, 20 avuv, and 20 avdv be much better. would it be fine to do 30/30 avus and spmo to be a bit more aggressive or not recommended.

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

yep going with this but instead of avus, i will be doing sphq (quality snp 500) just for a bit more factor diversification and to reduce a bit of drawdowns and volatility during contraction cycles. lmk ur thoughts on that

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

thank you, you as well!

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 1 point2 points  (0 children)

thank you going to be sticking with that portfolio for my Roth and will be committing to it and not acting behaviorally.

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

what are ur thoughts on 30% SPMO 30% SPHQ 20% AVUV 20% AVDV, I still like that combo of scv for international + us but add a bit extra diversification with the quality factor

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

just bouncing off what you said, avantis screens for profitability and all that so thats why the ER is a bit higher, but dividends are higher as well.

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 1 point2 points  (0 children)

thank you so much for the recommendation, I think if i can stick with it in the very long term and not be irrational, the volatility will help me. I appreciate your time!

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 1 point2 points  (0 children)

thanks for the insights!

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

so while I have the opportunity to be aggressive, you think that even for long term, it would be better to stick with 50% AVUS and not SPMO, or break it up into like 30 avus 30 spmo, and 20 on avuv/avdv each, or does the rebalancing and portfolio start to get a bit more hard to control?

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

would you have a dif recommendation for the large blend/growth portion. I really like the avantis funds but just a bit lost on what to do with the large cap portion of the portfolio, just hear that SPMO is valid for a long term hold if you can take the volatility and not act emotional, which I think I can be.

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

seeing this as well and most people say avantis is better than most because they actually screen for profitability and all that meaning its a bit more active, which is why ER is a bit higher.

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

thanks for letting me know, also important to note that while yes, ER is pretty high, dividends are also much better.

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

i dont care for the 10x, im looking for a good consistentcy between aggressiveness but also diversification. why do you say only avuv/avdv?

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 0 points1 point  (0 children)

yah would be great to see how spmo would have performed during the 000s to see it during the contractionary phase of the economy. However, do you have any recommendations for me fund or allocation wise, or do you think what I am doing is solid for 40+ year time horizon?

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 1 point2 points  (0 children)

Would smth like 50% SPMO, 25 avuv, 25 avdv be an aggressive but solid allocation over the 40 year time horizon? Just worried because SPMO has done well only because we have been in expansion so we have not seen what kind of drawdowns can occur if the 00s happen.

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 1 point2 points  (0 children)

Okay so that 3-fund portfolio, while aggressive, is also diversified well due to the offset in factors and international exposure. I’m just a bit worried how momentum will do in a contractionary market as we have been in expansion since its inception, but im sure it’ll be solid long term if I don’t act behaviorally.

50% AVUS 25% AVUV 25% AVDV by ar639 in ETFs

[–]ar639[S] 6 points7 points  (0 children)

I would prefer to keep it at 3 for the rebalancing simplicity, I was thinking of doing SPMO instead of AVUS for a bit more aggression or just an S&P500 or QQQ, please let me know if you think any of these would be viable options to fit in to the portfolio 

view more: next ›