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 3 hours ago
| SYMBOL | TARGET % | LAST PRICE |
|---|---|---|
| VBR | 40% | $198.57 |
| IJS | 30% | $101.89 |
| DLS | 20% | $74.87 |
| VOE | 10% | $166.52 |
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