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 5 hours ago
SYMBOL | TARGET % | LAST PRICE |
---|---|---|
VBR | 40% | $190.41 |
IJS | 30% | $96.96 |
DLS | 20% | $73.53 |
VOE | 10% | $161.71 |
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