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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: DragonTales ✸  😊 😞
Number: of 6131 
Subject: Re: OT small caps
Date: 10/27/24 9:49 PM
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I would be interested to know what funds you used in your comparison. If I were going to add a SC fund to the LTBH portion of my portfolio, AVUV is one I would consider. But I could be missing better choices.

My list was:
		                63D Rank     200D     504D
SPY	S&P 500 	           1	       1	1
QLTY	GMO US Quality	           2	       2	2
XMHQ	Invesco S&P MC Qual        9	       3	3
VBR*	Vanguard SC Val	           3	       4	4
MDY	S&P MC 400	           3	       5	7
PRFZ*	Invesco FTSE RAFI US	   6	       6	5
IWM	Russell 2K	           7	       7	6
SCHA*	Schwab ab US SC	           5	       8	8
AVUV	Avantis	US SC Val          11	       9	9
IJR*	iShares S&P SC	           10	       10	10
IJS*	iShares S&P 600 SC Val	   8	       11	11

* Those five were the ETFs named in the Morningstar piece (dated September 30th)

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