Portfolio Slice

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

SYMBOLTARGET %LAST PRICE
VBR40%$190.41
IJS30%$96.96
DLS20%$73.53
VOE10%$161.71

How to use:

  1. Adjust your stock quantities and cash balance
  2. The "BUY QTY" column will show how many shares to buy (positive) or sell (negative) to reach your target allocation