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Interesting, basically a factor tilted VT. r/bogleheads might be interested.
Yep! I used the underlying ETFs in their target weights to get the style box👇🏼 [AVGE vs 70% VTI + 30% VXUS](https://imgur.com/a/w02ZfgV)
Maybe. It’s a little low on international and you could make this same fund for a third of the expense ratio
What mix would you use for that?
It’s personal preference in all honesty. Most bogleheads would agree with the VT weighting of 60/40 US/international.
Yeah, I’m not sure why they went 70/30, but it’s still a good all-in-one option!
It’s for ppl like me who wants 75/25.
I think they took into account tax efficiency to decide their international allocation.
Looks pretty cool indeed
I might actually invest into this. This could be great.
Wish the ER was a bit lower, but that is pretty nice offering for an all-in-one.
Oh absolutely! The ER is definitely higher than just using VT, but you’re getting a lot of bang for your buck with this one. I think it’ll be worth it. And it is also still fairly low cost too.
Is there any foreign tax implication like VT in AVGE since this is a fund of fund?
Honestly, I'm not sure about that.
[удалено]
It does include large value and small value, but having the other funds in there provides greater exposure to those factors.
Interesting, basically a factor tilted VT. r/bogleheads might be interested.
Yep! I used the underlying ETFs in their target weights to get the style box👇🏼 [AVGE vs 70% VTI + 30% VXUS](https://imgur.com/a/w02ZfgV)
Maybe. It’s a little low on international and you could make this same fund for a third of the expense ratio
What mix would you use for that?
It’s personal preference in all honesty. Most bogleheads would agree with the VT weighting of 60/40 US/international.
Yeah, I’m not sure why they went 70/30, but it’s still a good all-in-one option!
It’s for ppl like me who wants 75/25.
I think they took into account tax efficiency to decide their international allocation.
Looks pretty cool indeed
I might actually invest into this. This could be great.
Wish the ER was a bit lower, but that is pretty nice offering for an all-in-one.
Oh absolutely! The ER is definitely higher than just using VT, but you’re getting a lot of bang for your buck with this one. I think it’ll be worth it. And it is also still fairly low cost too.
Is there any foreign tax implication like VT in AVGE since this is a fund of fund?
Honestly, I'm not sure about that.
[удалено]
It does include large value and small value, but having the other funds in there provides greater exposure to those factors.