IWS
iShares Russell Mid-Cap Value ETF
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$IWSY Imageware Biometrics + Gov Contract + Financing + Upcoming Surprise PART 1
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Thank you. I'll check out IWS and IJJ. I'm not sure AVMV should be in that mid-cap list though?
There are plenty of other options in the mid-cap space that may be more suitable for your needs. Mid cap blend: IWR, IJH, XMHQ, VO, Mid cap value: IWS, IJJ, AVMV Diversifying beyond US large cap is wise if you are a long term investor.
I agree 100% USA is risky, we don't know if the next 30-50 years during our investment careers if we will see the same returns (even though I highly think we will) so I don't agree with 100% VOO. I do hold about 20% international (VEU), 40% SP500, 5% small caps (RSCC), 5% mid caps (IWS), 20% AGG Bonds (Bloomberg U.S. Aggregate Bond Index) and 10% in the FTSE 3-Month US Treasury Bill Index, I always hold cash so I can invest 10% when the market corrects 20% like when Trump handed us a good deal with his tariffs (I call it Market reaction, not timing) for example, I deployed my 10% cash during that tariff tumble. Essentially I am 70/30 but will go to 80/20 if market gives me a 20% correction. Although my 70/30 may underperform VT and chill slightly, the less drawdown and ability to deploy cash at 20%+ corrections narrows the gap. We are pretty much neck and neck if you go back 15 years, and I have a lot of diversification to help ease the path to 1 million+ which is my goal, and the less severe drawdowns are such a huge differentiator, it helps to keep investing with confidence. But you do you, I am merely explaining my choice, not telling anyone to follow me.
70/30 10% international 5%IWM Small Caps 5%IWS Mid Caps 50%SP500 30%AGG Bonds
Yeah that's the reason I am in Mid Caps IWS, small caps IWM and VEU as part of the 50% equities, if the AI bubble pops won't be hit as hard, but the international run due to dollar drop also has me thinking twice about being heavy international, if AI bubble pops that could be a flush from international as people run to value and bonds, lots of ifs and buts, can't wait to see how it plays out. All I know is whoever is 100% sp100 has some thick skin, and you are definitely not so have some good hedges for various scenarios.
Yup, and if he's scared add bonds. 50/50 if so scared.. 50% sp500 and 50% agg bonds.. to reduce exposure to AI bubble the 50% equities portion can add 5% small caps via IWM, and 5% mid caps via IWS... and then for the USA doom and gloomers who want international exposure... add 5-10% into international index such as VEU, I own it but not as a bet against america only to smooth volatility at the cost of future returns in the past 75 years international has always hovered around 7-8% returns over long periods of times. You participate on the continued bullish run, when it eventually corrects your bonds will protect you and soften the blow, then you can choose based on how severe the correction is to go back in a little heavier such as 70/30 or 80/20. All this is jack boggle approved, except your all cash move.. never do that.
nah do 50/50 if you are so scared.. 50% sp500 and 50% agg bonds.. to reduce exposure to AI bubble the 50% portion can add 5% small caps via IWM, and 5% mid caps via IWS... and then for the USA doom and gloomers who want international exposure... add 5-10% into international index such as VEU. You participate on the continued bullish run, when it eventually corrects your bonds will protect you and soften the blow, then you can choose based on how severe the correction is to go back in a little heavier such as 70/30 or 80/20. All this is jack boggle approved, except your all cash move.. never do that.
You have 1.5 million, you are ahead of so many of your peer's there is no need to try and go full ham and be aggressive you can literally sit at 50/50 invested, something that the great John boggle did while he was sick and wanted to protect his nest egg. 50% Equities as simple as SP500, or can get fancy and do 5% Small Caps(IWM) and 5% mid caps (IWS), and 5% international (VEU). 50% AGG bonds, and if you are worried about the debasement trade put 5% in gold, and 5% in BTC, with 40% in AGG bonds or equivalent.
40% agg/bnd bonds, 40% sp500, 5% IWM, 5% IWS, 10% International (VEU). Chill and watch what Jack Bogle has proven to be the best allocation for your average investor.
I feared this as a bull case because everything had to align well for it to happen, recession avoided, inflation avoided, so bonds and stocks scream higher while the rates fall, economy survives and doesn't go into recession. I feared this so I prepared for it by allocating to stocks and minimal bonds. 60% sp500 20% agg Bonds 10% VEU international funds 5% IWM - Small caps 5% IWS - Mid Caps My allocation helps me participate in a bull run, have some safety on down days with bonds, but I will never beat a 100% SP500 and I am OK with that, I participate during bull runs, when things go south my bonds hedge me a bit, so it's nice seeing that when things crash my portfolio holds up well, and when things are booming I participate.
nice I'm down 3.8% 100% equities VEU 20 IWS 15 IWM 15 SP500 50 I had 15% bonds but moved into spy at official 10% correction, increased my biweekly contribution.. now we just let time do it's magic
Many Americans would consider me non-American because of my skin color, so I can reply? 35% SP500 15% VEU (International) 15% Small Caps IWM 15% Mid Caps IWS 20% AGG, Bonds. I could care less what happens, I check every few weeks and If I see anything move away from my allocation I rebalance it. My 10 year average returns is 10.66% If you take the average of all the stock ETFs I mentioned they all pretty much provide 10% returns yearly, and that includes the underperforming small caps and international which still have returned 10% since inception, so if they ever breakout the 10% average since inception would be much better, sure if you go back 10 years they aren't so hot compared to SP500, but who will complain about 10%, not me.
I'm done timing this garbage, give me an easy to follow jack bogle influenced account, and I'm happy now. Ride it up or down. 40% SP500 10% IWS (Mid Caps) 10% IWM (Small Caps) 20% VEU (International) 20% AGG (Bonds) Give me 8%-11% returns for the next 20-30 years, that's all I want. I will pump 15% of salary into it, and retire a happy man.
ride the market with some safety. 85-15 portfolio. Jack boggle was right, stop trying to time the market and just settle with a bond/equity portfolio you are comfortable with and keep investing, and ride the waves. 15% small caps (IWM) 15% international (VEU) 15% mid caps value (IWS) 35% SP500 5% company I work for (medical sp100) 15% Bonds (AGG)
think I'll start wheeling the value ETFs, IVE / IWS / IJS. feels like we hit a generational bottom in valuation spread against growth, and I'm pretty bullish on what AI can do for firms with lower current margins, whether through headcount reductions or more optimization elsewhere in the value chain. 
My personal opinion is to stay as broad as possible if you cannot find a ticker you like and at least maintain exposure to everything through something like VTI. Young investors especially should tilt towards growth even if it seems "expensive". Valuation is significantly more complex than average people give it credit for. There are so many unknown variables such as whether Fed will stay here for a while in the 4% to 5% range or achieve their target of 2.75% that completely flips the thesis whether some tickers are at a good price or not. Historical valuations represent much higher rates than we've had now. And this is just one of like 100 potential factors that could make or break a valuation. If you think a hard landing is highly likely, that obviously has a huge impact as well. That said, if you want to have a value tilt, here are the 7 largest and most popular value focused ETFs by AUM: | Symbol | ETF Name | Asset Class | Total Assets ($MM) | YTD Price Change | Avg. Daily Volume | Previous Closing Price | |:-:|:-:|:-:|:-:|:-:|:-:|:-:| |CGDV|Capital Group Dividend Value ETF|Equity|$11,634|25.8%|1,673,197|$37.12| |VTV|Vanguard Value ETF|Equity|$129,880|20.8%|1,734,415|$177.41| |IWS|iShares Russell Mid-Cap Value ETF|Equity|$13,620|15.8%|320,433|$133.20| |DFUV|Dimensional US Marketwide Value ETF|Equity|$11,483|15.8%|318,235|$42.55| |VBR|Vanguard Small Cap Value ETF|Equity|$30,777|14.0%|435,882|$202.14| |AVUV|Avantis U.S. Small Cap Value ETF|Equity|$14,041|9.7%|772,285|$97.29| |DFAT|Dimensional U.S. Targeted Value ETF|Equity|$10,608|8.1%|228,814|$55.99|
My personal opinion is to stay as broad as possible if you cannot find a ticker you like and maintain exposure to everything through VTI. Young investors especially should tilt towards growth even if it seems "expensive". Valuation is significantly more complex than average people give it credit for. There are so many unknown variables such as whether Fed will stay here for a while in the 4% to 5% range or achieve their target of 2.75% that completely flips the thesis whether some tickers are fairly priced or not. Historical valuations represent much higher rates than we've had now. And this is just one of like 100 potential factors that could make or break a valuation. That said, if you want to have a value tilt, here are the 7 largest and most popular value focused ETFs by AUM: || || | Symbol | ETF Name | Asset Class | Total Assets ($MM) | YTD Price Change | Avg. Daily Volume | Previous Closing Price | |CGDV|Capital Group Dividend Value ETF|Equity|$11,634|25.8%|1,673,197|$37.12| |VTV|Vanguard Value ETF|Equity|$129,880|20.8%|1,734,415|$177.41| |IWS|iShares Russell Mid-Cap Value ETF|Equity|$13,620|15.8%|320,433|$133.20| |DFUV|Dimensional US Marketwide Value ETF|Equity|$11,483|15.8%|318,235|$42.55| |VBR|Vanguard Small Cap Value ETF|Equity|$30,777|14.0%|435,882|$202.14| |AVUV|Avantis U.S. Small Cap Value ETF|Equity|$14,041|9.7%|772,285|$97.29| |DFAT|Dimensional U.S. Targeted Value ETF|Equity|$10,608|8.1%|228,814|$55.99|
Small caps feeling extra special lately  IWS 
IWM has too many zombie companies IWS better 
I use their IWS at home, I’m currently travelling and that’s why I’m using the Ipad. The IWS is really fine but takes a lot of getting used to.
VO, VOE, OR IWS for best returns on a long term 20-30 years midcap fund? My plan is to buy it and forget it for a few decades while reinvesting dividends