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 11 minutes ago

SYMBOLTARGET %LAST PRICE
VBR40%$202.97
IJS30%$105.85
DLS20%$78.21
VOE10%$169.80

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