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.
| SYMBOL | TARGET % | LAST PRICE |
|---|---|---|
| VBR | 40% | $186.29 |
| IJS | 30% | $97.48 |
| DLS | 20% | $66.00 |
| VOE | 10% | $160.54 |
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