Strategy
Tilt a portion of my equity portfolio to value. Maintain this tilt for life. Rebalance annually.
50% US Small Cap Value.
25% Developed Markets Small Cap Value.
25% Emerging Markets Value.
The Tilt
Purchased on 4 March 2022.
Code: Select all
50.05%, $553,640, Avantis US Small Cap Value (AVUV).
24.98%, $276,378, Avantis International Small Cap Value (AVDV).
24.97%, $276,263, Avantis Emerging Markets Value (AVES).
I was shocked out how well this allocation back tested when using DFA funds. It really outperformed the US total stock market. I expect the out performance of this tilt has a lot to do with the DFA emerging markets value fund (DFEVX) having a an inception date of April 1998. So let's party like it's 1999!
Portfolio Visualizer Backtest Result with an Initial amount of $1 million and withdrawing $3,333 per month.
Larry mentioned that these Avantis value ETFs are currently cheap.
This is the Shiller PE ratio on the day I started the tilt.
Thanks for reading about my Avantis Adventure and decision to tilt .