AVDV
Avantis® International Small Cap Value ETF
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Does AVLC, AVUV, AVDE & AVDV capture the entire haystack outside of emerging markets?
SCHB vs SCHX - Thoughts on this Brokerage/Roth setup?
Avantis ETFs - rational portfolio choice or just people chasing returns?
36yo – Simple ETF portfolio. Overthinking factor tilts vs simplicity. Thoughts?
In Retirement portfolio roasting thoughts and rebalance strategy?
Love it, hate it, or somewhere inbetween: tilt towards large cap momentum & small cap value
VT alternative that is US broad but less tech heavy like VOO?
60% in a single tech stock (RSUs). Is this 3-ETF Ucits + 3 US based ETFs diversification plan too complicated?
Considering adding some tilt, wanted to hear more feedback
How worth it is US-ETF factor investing for non-US based investors?
Dimensional Fund Advisors vs Avantis Factor Tilted ETFs
Roth IRA vs taxable. Where should I hold my factors vs s&p 500
After-Hours Gainers and Losers for Today (August 25, 2025) 📈 📉
[Portfolio Review] 19 y/o Long-Term Investor Looking for Feedback on Portfolio
AVUV/AVDV Investors: what percent of your portfolio is SCV?
Expanding my Roth IRA portfolio for Long Term Growth
Starting a Roth IRA for wife. How is this allocation for 20 years?
Trying to tilt for value/small cap, am I doing it right?
Would AVLV theoretically be any more profitable than a passively managed fund like VOO?
I have a mental issue when benchmarking my portfolio - looking for advice.
Feedback for shifting an IRA with slight SCV tilt to a full-on 5 factor portfolio.
Playing around with a possible portfolio of ETFs.. tel me what you think and why and possible suggestions.. I’m wanting something we diversified and to be able to set it up on auto invest. I think these are ETFs so I believe that leaves me with M1 or E*Trade..
Ratemyportoflio : 45% VTI 40% VXUS 5% AVUV 5% AVDV 5% AVDS.
Finally settled on an investment plan, wanted to see if it sounds good or not
What is the correct calculation of P/E or P/B for this ETF?
Advice on my Roth IRA portfolio?
What stocks or funds can I add to optimize and strengthen my portfolio?
How to create a VT like portfolio using ETFs like NTSX, NTSI, AVUV, and AVDV?
Does anyone just own SCV, REITs, etc. outright instead of as part of an official "tilt"?
Mentions
I’m 1/4 each: AVUV AVDV AVES ALLW.
SPMO, SPHQ, QQQM, VONG, AVUV, AVDV. Switch to margin account. Use a small amount of margin to sell puts on the above during dips to increase exposure. Small amount….always assume you’ll get assigned when you sell puts. Don’t try to make a living off them. Treat them like limit buy orders. One short put on each of those is like $90k worth of margin if assigned. Buy T-bills via SGOV with the premiums and liquidate them if assigned to reduce interest.
Red? I’m in the green ya peasant. VT, AVDV, AVUV. Suck it.
I have a target allocation and rebalance to it annually. AVDV is supposed to be 5% of my portfolio. Last year it went up like 35% so it ended up being 7% of my portfolio. So I sold 2% and bought more of whatever didn't do well. I rebalance on the same date every year (Jan 2). That's taking profit without attempting to time anything. I rebalance on the same week every year (Chrismas break)
I'm big fan of international small-cap value ETFs. See AVDV and DISV. Link: [https://www.etfcentral.com/compare-etfs/AVDV-vs-DISV](https://www.etfcentral.com/compare-etfs/AVDV-vs-DISV)
Lowest cost international large cap ETF (or mutual) your platform has. They are all underpriced relative to US assets, function as currency hedge (becuase they are bought in local currencies) and have vastly outperformed since Trump eroded trust and made the whole world hate us. My international basket is FZLIX (fidelity- Zero fees) for large cap & I also added AVDV for small cap— If you don’t wanna make it too complex though, FZLIX (or like) is probably enough for you (I have small cap value exposure in part because I am over exposed on AI already through the S&P — and FZLIX also has some exposure too through chips in Korea & Taiwan). You however miraculously have no AI exposure and so if (when) the bubble bursts, the hit would only be to 15-20% of FZLIX’s underlying companies for you, which is manageable (vs my almost 40% exposure before adding SCV funds). Anyway, that’s my advice— sell that shiny rock and buy some international large cap (for the exact same reason you bought gold to begin with).
Rather be lucky than good any day. I exited DOCS on 8/1/25 at $57.63/sh after holding for a bit over 4 years. It trailed SPY barely for me (10.51% CAGR for me, 10.55% for SPY) because I was uncomfortable with the decelerating KPIs and revenue and the AIU risk. I figured my money would be better in VOO/QQQ/AVDV/AVUV. Fast forward to today and it's trading at $19 AH on some pretty dismal earnings.
Managed accounts withjpm are milking you but no cheese situation.ı was with them btw 2024 march to just before iran war.Their Jpm large cap growth and digital evolution are far behind voo qqq and broad tech xlk vgt.1.45 fee is killer .They literally more money on you.Today call jpm securities and liquididy your funds by wednesday you got money available then but core portfolio VTI QQQM AVUV AVDV EMXC and thematic AIS PSI DRAM TCAI SGRT FMTM AIPO .sit back and relaxxx.I did same and now up and happy ! In disclosure ,they literally say advisor is work for jpm intetests not you in legal way.İf your friend is a professional he ymderstands othwerwise screw him ! Your money your future.Best
%40 VTI %20 QQQM %15 EMXC %15 AVUV %10 AVDV=Congratulations you just beat 💓 🔥 Edward Jones by huge margin
AVDV at 16.9% CAGR probably the best on the list imo.
VT AVUV AVDV SPMO IDMO And chill
The S&P 500 has a P/E of 29 and a Shiller P/E ratio of 41, so there’s definitely no bargain there. Fortunately, other more reasonably valued ETFs exist: \- VXUS (international ex-US) \- AVUV / AVDV (US and International small-cap value) \- RSP (equal-weight S&P 500)
That’s not necessarily true. Last year I was looking at Paul’s charts back before 2025 data was included, and at that time I noticed something funny: 70/30 WW SCV did better than 50/50 WW SCV, but 50/50 WW SCV did better than US SCV. WW SCV is just a mix of US SCV and international SCV, so it seemed like adding more US SCV improved returns because 70/30 is 70% US / 30% international which did better than 50/50. So adding US improved performance. But going all the way to 100% actually made things worse. It’s because rebalancing the two causes you to buy low/sell high and results in higher performance than either alone. After 2025 data was added, it flipped. Now 50/50 does better than 70/30 because of international’s strong performance that year. But I’m not sure that means international did better than US overall. When I was looking at Avantis funds to implement this, AVUV and AVDV, I saw the same story. I found that in their short lifetime, from 2020 to 2025, AVUV (US SCV) was 12.9%, AVDV (intl SCV) was 12.6%, but the 50/50 combination of the two, rebalanced annually, was 13.1%! So US performed better than international, but a 50/50 combination of both performed better than either one, and that’s due to rebalancing. These are the only 2 funds I have seen that are so close to each other in performance and also so different in behavior that rebalancing can result in better performance than either of the funds on their own thanks to the buying low, selling high nature of it. But now with 2026 data that’s no longer the case. AVDV took a dip these last couple months.
Put at least 40% of the money into some etfs. My pick for long hold without tilts is VTI, VXUS, AVDV, and AVUV.
Sold some covered calls on 3 companies I'd be ok exiting (FIGS, SOFI, and CLBT). If any get called away, the proceeds will immediately go into VOO/QQQ/AVDV/AVUV.
If you want actual diversification youd want something like this: VTI – 42% VEA – 24% VWO – 12% AVUV – 14% AVDV – 8%
Heading into next week with a solid bag of cash. One of my holdings wasn’t for me; who knows if I’ll go in on a penny stock or just load into $AVDV & let Advantis do the work for me? Already holding $AVUV. But penny stocks *are* (the) shit…
I owned shares for a bit over 4 years. I sold in Feb 2026 and moved the funds into VOO/QQQ/AVDV/AVUV. I got scared off by what AI *may* do to Medpace. Looking at yesterday's report, that book-to-bill is terrifying. It's the lowest level that I can recall in the 4+ years I owned. And book-to-bill is the single most important forward-looking indicator for a CRO. And this isn't a blip. In Q1'25 Troendle said they had a path to re-build book-to-bill back above 1.15 by Q3 & Q4 and they nailed it in Q3 with 1.20. But Q4 came in at 1.04. Now 0.88. That's significant deterioration. Also 26.5% Q1 y/y topline growth is good but FY guidance is \~10% at the midpoint. That's an acknowledgement of major weakness in the pipeline for H2. This would be a wait and see situation for me.
AVUV and AVDV are great for small cap value with a quality screen for your US and foreign small cap value needs and I never feel like my portfolio is complete or safe either
It's not that you are not a DIY guy. It's just that stock picking is not for you. You can still be a good DIY investor. There is nothing magical any "intelligent" portfolio can get you, nor is a robo advisor going to do that for you. Stop looking for those. Pick a few good stock index ETFs for long-term accumulation and capture various segments of the stock market. A well-diversified stock portfolio holds half in growth and half in value, generally large cap growth and small cap value. You can do something like a 35/35/15/15 split across these ETFs: VUG, AVUV, IDMO, AVDV. The first two are US large growth and US small value and the last two are international developed large growth and small value. Keep them rebalanced every year or two years, or by investing into the underperformer with new $ regularly.
Lmao you can't even see my comments. But hey, here's one from this morning >[MitchCurry](https://www.reddit.com/user/MitchCurry/) •[2h ago](https://www.reddit.com/r/stocks/comments/1sflk9i/comment/of6txw6/) > Top 1% Commenter >Just added 11% more shares to my NOW position and 16% more to my VEEV position. Here's one from two weeks ago > [MitchCurry](https://www.reddit.com/user/MitchCurry/) •[13d ago](https://www.reddit.com/r/stocks/comments/1s4zbj2/comment/octmxoo/) > Top 1% Commenter >Just added to MELI (3% more shares), NOW (29%), NU (9%), UBER (36%), TOST (20%), AVDV (8%), AVUV (2%), QQQ (2%), and VOO (2%). Ooooh, I'm so bearish.
It's like you saw all the recommendations for AVUV and AVDV and pretended that you just came up with this.
My recurring buys in my Roth are 40% VOO, 15% SMH, 15% VXUS, 15% AVUV, 10% AVDV, 5% IAUM. For cash brokerage it’s 40% VTI, 25% VXUS, 20% AVUV, 15% AVDV.
You can't have enough of dividends and companies that regularly pay and increase dividends every year are the most stable companies in my book. I went with SCHD since it has the least amount of overlap by weight with VOO and low P/E ratio. I also consider SCHD methodology to be superior than what's most on the market. Another great addition is AVUV and to a less extent, AVDV. But no need to overcomplicate.
No one warned you about being too tech heavy? I sold off my QQQM and VGT and got VXUS and AVDV. Both have have given positive returnss since I bought them in January. I'm 50% VOO and everything else international. VXUS is up ~5.9% YTD through March 10 vs. VOO/VTI essentially flat. Over the past year, VXUS returned ~32% vs. VTI's 22%. The structural reason: VXUS has 15.6% in tech vs. VTI's 34%. When value sectors — financials, industrials, materials — rotate back, VXUS has room to outperform. That rotation started in late 2024 and accelerated through 2025. AVDV is up 9.71% YTD vs. VXUS's 4.88%, with a Sharpe ratio of 3.18 vs. 1.95 for VXUS over the trailing 12 months. My small-cap value tilt is paying off big time.
TFSA (keeping AVDV because I have some US$) CAUS.TO 25% CACE.TO 20% CADE.TO 16% CAEM.TO 14% CAUV.TO 13% AVDV.NY 7% CASV.TO 5% ———————————— RRSP DFAC.NY 35% CACE.TO 15% DFIC.NY 16% DFEM.NY 14% AVUV.NY 10% AVDV.NY 10% ——————————— Non-registered HXS.TO 25% HXCN.TO 25% HXDM.TO 16% HXEM.TO 14% TNZ.TO 10% PNG.V 10%
I hold VOO 50%, VXUS 20%, AVDV 20%, and FLKR 10%. This diversification has been a great balancer, especially against AI disruption....That said, even Asian equities have been impacted by current events in the Middle East.... AVDV hasn't been impacted nearly as much.
Fair enough, or go with my portfolio of SPTM+VXUS (+AVUV+AVDV) 😁
I bought some VDE before the invasion and it’s doing fairly well. I sold some SMH right before the dip. I may get more now that it’s down. In the long run, I think energy and tech is a good play. I also have a large amount on Google, Walmart, Costco, AVUV and AVDV. I’m holding S&P 500 and QQQM longe term and contributing to those consistantly
I would encourage you to mess around on sites like etf.com, etfdb.com, and the overlap tool from etfrc.com to get more familiar with the holdings of different ETFs like these and what their competitors/sibling ETFs are. r/ETF and this subreddit are my favorite market-related ones. AVLC is pretty similar to VOO (76% overlap) but has more holdings, so it is a bit less concentrated. AVUV is a great ETF specifically because it leaves out crappy small cap companies, of which there are a lot. Combining AVLC and AVUV does not result in holding the entire US market, but I’d argue it gives you most of what’s worth holding. VTI and its competitors are the “entire US market” ETFs. Similarly, AVDE plus AVDV would give you the biggest companies and best value small caps in developed markets. AVDE is the only international ETF I own because I don’t trust emerging markets and it has relatively less of the Shells and Nestles than similar ETFs. I’m not personally a fan of AVDV because its recent run has been largely led by mining companies.
Just added 4% more shares to AVDV and 18% more to VEEV.
AVUV/AVDV is expensive compared to the passive small cap funds. IJR for US small cap has an expense ratio of only 0.06% vs 0.25% and SCHC for international is only 0.08% vs 0.36%. You're also pretty correlated, might want to, definitely don't need to, add an uncorrelated asset like a corporate bond ETF or REIT. Other than that you're pretty safe.
I was holding stocks but found it to be stressful with the AI disruption and it's impact on tech, especially. Most institutional investors and a god part of retail investors starting going for generic US holdings or international. That's why I maintain a core position of VTI and do a 50/50 with international. VTI 50% , VXUS 15%, AVDV 15%, FLKR 10%, SOXQ 10%... Run that in your simulator.
Stocks are volatile. Better to find EFTs. VTI for core position and shine international, like AVDV and FLKR. In 2025, the Franklin FTSE South Korea ETF (NYSEARCA:FLKR) delivered a robust performance with an annual return of approximately 75.00%. As of March 2, 2026, the fund's year-to-date (YTD) performance remains strong, gaining 47.02% since the start of the year. Wish I'd found this sooner.
It's all about dry powder right now. This administration is getting desperate and every move they make tends to move the needle to the extreme. They know they've lost the midterms... what can they do to prevent that? Their Hail Mary will be something extreme... like instituting the insurrection act and invoking absolute martial law. How would the economy and markets react to a constitutional crisis? It likely won't be business as usual. Now is the time to hedge and position yourself defensively. My core is 40/60 US/Intl... VTI and VXUS, AVDV, FLKR. I make swing trades to benefit from the volatility. The rotation from tech to everything else has created a great environment for this.
I try to keep VT to at least a minimum of 50% and invest in AVDV and AVXC. AVXC has returned 18.15% this year while AVDV has returned 17.15% this year. I would say VT, AVDV and AVXC would produce solid risk adjusted returns.
I’m invested in AVDV (international small cap value) right now. International and small cap value are on a tear right now. I don’t do individual stocks but if I did I might buy Take Two Interactive. Video game stocks took a dump when Project Genie was announced because investors think an AI walking sim can replace video games, which is an idiotic take. Take Two publishes GTA so when GTA 6 comes out probably this year my best guess is that the stock will go up.
Yeah, it was the AVDV > AVUV that I was referring to
Yeah that was my point. While AVDV is doing best (it is both small cap value and international), AVUV and VXUS are both doing great as well.
Yep. Small caps are doing great. My international is doing great. S&P is flat. YTD, AVDV > AVUV = VXUS > VOO
Considering selling my SNOW position and putting the funds in AVDV, AVUV, QQQ, and VOO. Data warehousing is commoditized and competition from Databricks and the big 3 (Microsoft, Amazon, Google) and others will only increase. Will Cortex AI win out? Will Snowflake become the App Store for data as they are intending?
Nice! I am due to add to AVUV too. I also want to allocate some money to AVDV but not able to get over the mental barrier of that run up last year.
I opened a position in UBER and added to AVDV, AVUV, QQQ, and VOO.
A month ago I switched to FTIHX (Fidelity total international) in my 401k and AVDV (Avantis international small cap value) in my Roth IRA. So far they've both performed really well for me.
Boring winners: SOXX, VTI, VXUS, AVDV
Eh, yeah idk about weighting based on "freedom" lol. I havn't seen any empirical evidence backing that strategy. Maybe it exists though. Are there any research papers? The expense ratio is a little high for me as well. AVDV is already the highest fee fund I own at .36. But .5 is too expensive for me. Performance since inception between a 5 year old fund and a 1 year old fund is irrelevant.
I chose FRDM over AVEM for the exclusion of china tbh. Also AVDV is up so much because gold is up so much, a majority of that fund is mining companies
That seems good. I think momentum and anti-vol/anti-beta tilts are worthwhile. I feel uncomfortable recommending stuff because my own factor holdings have not done well, but I'll list them if you're interested: VFMF, MTUM, IMTM, FNDF, MFEM, BTAL, CAPE. That last was an ETN and then switched management and became an ETF. It did fairly well before but its record since then has been poor. FNDF is probably pretty similar to AVDE. I think AVDV covers an exposure that's hard to find, and 36bps isn't too expensive for that. Maybe I should buy some myself. I've heard that value and small size factors don't do well on their own since their "discovery" but they still generate a premium when combined.
I invest in AVDV and the performance has been good. It also provides a hedge when tech takes a dive. Some of the top holdings are in gold and gold mining. I invest roughly 21% into it. I wouldnt say its necessarily chasing returns but it provides more diversification to my core holding, VT.
Nothing wrong with Avantis as a whole. AVDV is one hell of a performer, and AVUV is the perfect companion to VOO with no overlap.
Avantis funds can be a rational portfolio choice, but yes you're seeing posts about AVDV because it went up 50% last yearm
You’re seeing more people talking about it because SCV (especially international SCV like AVDV) has had a really good start to the year while the S&P 500 has mostly been flat. It’s a lot more interesting now than last year when AVUV “only” went up 8%. People have been tilting for a long time, just not talking about it as much. There’s a lot of debate on whether the SCV premium exists, the info for either side is out there.
I think lots of people do but those people are unlikely to be here to talk about it. Those people often don't want to touch this stuff daily. I'm not set and forget. I like to play and understand. That said, my portfolio managed until just last year and I've taken 6 months to understand how to re-allocate my portfolio. I've escaped my undesirable positions (bad stocks) and concentrated into etfs, though I do like some tilt which is why I have Micron and AVDV or XEG. And it's not desirable to fully unload some of these stock winners, so I just trim and add to the ETFs. My only regrets are the options plays, but I'm far outperforming whatever chill
VXUS, VWO AVDV, DFIV is what I hold. AVDV is up 45% or something crazy in the last year.
AVNV, AVDV, AVES, stuff liek that
Thank you. I agree. I've decided to go with AVDV to add a little more international and small to my overall portfolio. I've been researching a lot since yesterday and the concesus with SCV is that it is a LONG play. I'm okay with that since I plan to hold it for 25+ years. The one thing that has shaken me resolve a bit is that some believe it's possible that the time frame to see that premium could be so long I never get to benefit. I'm still going to go with AVDV but I'm rethinking my allocation. VOO(65)+VXUS(25)+AVUV(5)+AVDV(5) - By keeping all small cap at 10% it won't draw down my portfolio during those long periods of underperformance. That can make it easier to stay the course when it's REALLY down. Of course, I won't benefit as much either. VOO(60)+VXUS(20)+AVUV(10)+AVDV(10) - Having small cap at 20% between the two would allow much better benefits when it eventually outperforms in 20 years. But the down times will be a drag and a test of resolve. Granted, with both of these my VOO+VXUS will keep the entire portfolio afloat. So things should be fine either way. I'm confident I can stay the course as I'll just set up automatic investments and leave it alone. But it's easy to say that until it actually happens haha
I have VT, AVDV, and also SOXX. AVDV has gained 14.57% this year so yes, the performance speaks for itself and is a great compliment to VT.
I dont agree with adding bonds to VT lol Maybe gold mining. I think SOXX or SOXQ and AVDV compliment VT well.
I have VT as a core which has gained 3.74% this year, I also have 25% in SOXX which has gained 17.77% this year and have 21% in AVDV which has gained 14.57% this year
I might get downvoted for saying this but here is how I would split it up. CGDV - 67% AVDV - 22% AVDE - 11% ~62- 67% US, 33-38% International
VT is a good fund. VT and AVDV is a good combination as well
I was looking at AVDV as well.
My port is: \~30% VOO \~25% AVUV \~20% VGT \~20% AVDV \~5% AVEE
ye. AVDV/FNDF doing my mental health wonders this past year
I have a good portfolio template for ya. For starters, unless you know a great deal about investing, keep it simple and invest in ETFs only. Each ETF (Exchange Traded Fund) is like a basket of stocks. Some contain hundreds, or even thousands of stocks in a single ETF. You want ur portfolio to have a main ETF, which most refer to as their core position. I like to pick one of the ETFs known for its stability and ability to grow. Vanguard has a few you could consider but I'll save you I time and suggest VTI. VTI will become your core position and I recommend 50% of your money go to it. Next, you want to add a little diversification and I suggest VXUS at 20%, I would be doing you a disservice if I didn't recommend a very popular ETF that's been a growth engine for my portfolio and it's got the ticker AVDV...Also at 20%. You now have 10% to put on something spicy and I would suggest the SOXQ ETF. It's riskier, but provides more reward and has a reputation for beating the S&P 500 benchmark... no easy task. Just expect it may be more volatile than the others. My last piece of advice is " don't panic." Hold the course and keep adding as much as you can you can to keep these positions at these percentages. If after 6 months to a year, you've learned enough and want to change something, go for it. But this template is good for the times we're living in. Others would have you invest only in VT...Which basically contains every US company and a chunk of international companies to boot...But I think you can do better with that template.
I really don’t like ETFs with thousands of holdings. Much rather own JIVE, FRDM, MELI, NU, MITSY. AVDV good too
Built my portfolio with a small cap value tilt, and it payed of very well last year. AVDV was the star of 2025. AVUV doing well this year.
The Avantis funds have meaningfully outperformed the most common recommendations in this post. Consider some combination of AVDE, AVIV, AVDV, and AVEM. Take note of the higher expense ratios.
IDVO and AVDV are solid choices
I’m 100% total international in my 401k and international small cap value(AVDV) in my roth. Things are going real good for me so far this year.
I use VT as my core holding at close to 55% and have the rest in 2 satellite positions in AVDV and SOXX
Closed my CELH position. Started buying in Aug 2024 at $38.25, added more at $32.13 in Sep 2024 and again in Feb 2025 at $21.68. I was planning to hold no longer than a couple years as it was a catch-the-knife play. Felt like a good time to raise cash so I got out at $48.38. Returned 38% vs SPY 26% and QQQ 32%. Used the some of the cash to open positions in VEEV and EZPW and added 4% more shares to each of my QQQ, VOO, AVDV, and AVUV positions.
Or if you actually want to make money FRDM + AVDV + MELI + NU
Both US & Int'l SCV have had a great start this year. AVUV up 10% and AVDV 9% so far. Been buying AVGS ETF (~70/30 AVUV/AVDV) since inception and will keep DCAing till it's 20% of my port.
tbh I chose avuv/avdv because they came out first and have cheaper expense ratio. Either dfsv and disv are probably good enough for most people. AVUV and AVDV have out performed dfsv and disv so far who knows what will happen 10-20 years from now.
Agreed. Like the combo of DFSV & AVDV. Slightly less Mid Caps.
VIOV has Cheap ER. AVDV international SCV
Same trying to keep it as simple as possible too. DFAX seems to compliment AVDV. Small Cap Value US (DFSV, AVUV, VIOV, etc) seems like a tougher commitment. May be alone in that opinion though. Like that DFAX has TSM & Samsung.
AVDV + DFAX for international?
AVDE has meaningfully outperformed the most commonly mentioned international ETFs in this subreddit. I also include AVDV for international small cap value, which demonstrated a remarkably strong performance last year, as well as AVEM for emerging markets. All of these are off to strong starts in 2026. Of note, they do have higher expense ratios than other ETFs but that should be taken into account with performance differences as well.
To answer your questions more directly, I had taken 2025 off from work, so I wanted to take advantage of realizing some gains. I've also always kept a huge (\~15%) "dry powder" reserve, and I was tired of losing it to inflation, so I wanted to deploy it this year. So between realizing gains and deploying dry powder, I had a huge pile of cash. I've always been a basic 80/20 VTI/VXUS investor. But since I had so much free time I had done a lot of research into investing that year and discovered factor investing. I thought it looked interesting and figured I'd give it a shot. I'd also seen gold and international crush it in 2025, and I do feel that the current administration is absolutely fucking us and we are set for a reversal of US outperformance for the foreseeable future. I also have major currency concerns. So I realized most of the gains from my S&P funds and reallocated into International, SCV, momentum, and gold. (Equal parts SCHF, SCHE, IDMO, SPMO, AVUV, AVDV, GLD). My domestic momentum has been a bad pick so far, but I'm feeling pretty smug about the rest. I don't usually make good decisions. So to your questions: 1. Yes, I aligned with my goals of switching to a more factor based portfolio. 2. I did adjust my strategy based on my research into factors, as well as my belief that it's the end of the US's outperformance, and more importantly I think there is going to be a real dollar crisis. Or I could just be performance chasing, who knows. 3. Goals were fairly realistic, nothing crazy. As far as my current focus, I'm trying to invest in myself more this year. Been to the gym every day so far this year!
The P/E ratio on AVDV is still only 14.4
AVDE, AVDV, and AVEM as tilts on top of my VXUS.
AVDV… but ya know… you’re late to this idea imo
Too risky no. Life is all about risk at every level. What will bring the best returns? VOO was about 16-17% return last year, inflation was like 10%. VT was better because of international which seems to be the wave moving forward. Im personally very heavy in shny/agq leveraged gold and silver + Soxx + some other sector plays like URA and SHLD. I also have a small bit of VOO and IDMO + AVDV. USD value has gone down so much I don't really think you can just VOO and chill anymore as much as I would love to.
I bought equal parts SCHK (US Large Caps), SCHF (Dev International), SCHE (Emerging) on Jan 1st of this year. Both SCHF and SCHE have quadrupled the returns of SCHK. I also bought AVDV (International SCV), that shit is up 10%. I got curious and actually looked at it's top holdings. It's mostly gold miners lol go figure. Needless to say, I'm trimming my SCHK and adding to my international. Some may call it performance chasing, I agree, but I don't care.
If you’re going international check out the following EVLU, AVDV, FLKR
Buying AVDV during the last dip seems to be working out for me. Never heard of it before 2 weeks ago, wishing it was on my radar before I bought so much VXUS for my Roth IRA.
I think you're doing great! A few points you may want to consider: 1. If it were me I would use the true world market capitalization. It currently about 62% US, 38% International. 2. It could make sense to invest 10-20% in small cap value, an even more volatile sector with greater long term returns. 2 such funds out of many are AVUV and AVDV 3. Be sure to optimize your usage of tax advantaged accounts like (but not limited to) a 401k and IRAs.