Small-Cap Value Tilt
This portfolio targets higher potential returns by emphasizing smaller companies with value characteristics, which historically have outperformed over long time horizons despite higher volatility.
Stock prices updated 11 minutes ago
| SYMBOL | TARGET % | LAST PRICE |
|---|---|---|
| VBR | 40% | $202.97 |
| IJS | 30% | $105.85 |
| DLS | 20% | $78.21 |
| VOE | 10% | $169.80 |
How to use:
- Adjust your stock quantities and cash balance
- The "BUY QTY" column will show how many shares to buy (positive) or sell (negative) to reach your target allocation