Thanks! I happened to peruse the website last night and saw that you updated the recommendations. But I decided not to move over my taxable funds so I don’t create a taxable event.
Very excited to see the updates and watch this video! I was expecting to see a few more of the new DFA ETFs on the list- at least in the Alternative Recommendations column. I myself have gone to many of the Avantis ETFs- I have switched to AVSC over IJR. Still like RPV over the Avantis or DFA ETFs though. Thanks Chris for all the work!
Really appreciate this update. Is there a reason DFSV was omitted from this update? Perhaps because it is such a new fund? I would expect DFSV to perform similar to its long-time index equivalent of DFSVX though.
Question-Are the "BIC ETF Alternative Recommendations" listed in order of preference or are they just a group of alternatives and it doesn't really matter which one you choose?
Oh these European regulators, as a resident of Europe, I am so jealous of American investors - you have Avantis!😍 I hope that they will start to create funds for us as well. But now, the options are very limited, and the TERs are many times higher, and for example, for Europeans there is no All-World SCV 😌
It would be interesting if we could find something similar in Europe/UK. Closest I can get is a 2 fund portfolio comprising VWRP and Vanguard small cap index accumulating fund.
late to your conversation- I believe the Vanguard choices you made for small cap were not their best; vbr has a larger scoop of the pie than viov. Vbr has outperformed viov over time also. Thanks for the presentation, it doesn't quite matter since AVUS has beaten both. Ha- now I have educated myself and learned that VBR is not just small cap or just value.
May I ask why you would be in an S&P 500 or Blend when SCHD seems to out-perform both? Am I missing something? I'm using SCHD as my anchor now and using VIOV as my small cap value fun. Right now, I'm focusing less on bonds since they don't really move inverse to stocks anymore or provide any hedge against losses. I'm using Money Market instead of bonds until the Fed signals that rate hikes are done. I'm 62 so I can sit back and watch both stocks and bonds sit there and take losses and it feels foolish to me to not take advantage of Money Market Funds while interest rates are going up.
I have about 20 years to retirement and currently have the following allocation 40% TOTAL US FUND, 20% LARGE CAP VALUE, 10% SMALL CAP BLEND, 20% INTERNATIONAL, 10% INTERMEDIATE GOV BOND FUND... expense ratio about 0.06 ... how does that look?
DFLV is recommended by Chris. What about IEFA or VEA? They both have better performance and lower expense ratios. Who wants to invest in Chinese Communist Party controlled companies.
Thanks! I happened to peruse the website last night and saw that you updated the recommendations. But I decided not to move over my taxable funds so I don’t create a taxable event.
Very excited to see the updates and watch this video! I was expecting to see a few more of the new DFA ETFs on the list- at least in the Alternative Recommendations column. I myself have gone to many of the Avantis ETFs- I have switched to AVSC over IJR. Still like RPV over the Avantis or DFA ETFs though.
Thanks Chris for all the work!
Really appreciate this update. Is there a reason DFSV was omitted from this update? Perhaps because it is such a new fund? I would expect DFSV to perform similar to its long-time index equivalent of DFSVX though.
Question-Are the "BIC ETF Alternative Recommendations" listed in order of preference or are they just a group of alternatives and it doesn't really matter which one you choose?
Nice video. Question, if i only have 100, 200, or 300$ to invest a month. Is that still worth it if im not maxing out the roth ira?
Oh these European regulators, as a resident of Europe, I am so jealous of American investors - you have Avantis!😍
I hope that they will start to create funds for us as well. But now, the options are very limited, and the TERs are many times higher, and for example, for Europeans there is no All-World SCV 😌
It would be interesting if we could find something similar in Europe/UK.
Closest I can get is a 2 fund portfolio comprising VWRP and Vanguard small cap index accumulating fund.
Great analysis, thank you gentleman.
Wish you guys could recommend ETFs available in the UK 🙏
They are available through Interactive Brokers.
Thank you for your work!❤ We follow your recommendations with all of our Anti-Crisis Club!
late to your conversation- I believe the Vanguard choices you made for small cap were not their best; vbr has a larger scoop of the pie than viov. Vbr has outperformed viov over time also. Thanks for the presentation, it doesn't quite matter since AVUS has beaten both.
Ha- now I have educated myself and learned that VBR is not just small cap or just value.
Excellent work gentlemen. Thank you for your devotion and for the time that you invest into making these recommendations.
Ty
Does Chris not have a heater in his house or does he keep it as an ice box? He is almost always wearing a jacket!!
Saves money! Keep your thermostat low and pocket the savings 😂
@@mere_cat True True, I guess I run warm, even if it's 60, I'm in a short sleeve. I think of Jackets for the 40s.....
Is that chocolate milk in your fridge Paul?
As an in investing noob I am wondering why Paul and Chris recommend an ETF over Index funds?
ETFs are index funds
Having a hard time getting the web site to respond on any links. IT issues?
Yo he did it! I knew it!
May I ask why you would be in an S&P 500 or Blend when SCHD seems to out-perform both? Am I missing something?
I'm using SCHD as my anchor now and using VIOV as my small cap value fun. Right now, I'm focusing less on bonds since they don't really move inverse to stocks anymore or provide any hedge against losses. I'm using Money Market instead of bonds until the Fed signals that rate hikes are done. I'm 62 so I can sit back and watch both stocks and bonds sit there and take losses and it feels foolish to me to not take advantage of Money Market Funds while interest rates are going up.
Not everyone is familiar with Schd or the power and convenience of dividends. SCHD is a great choice!
Hows that going?
I have about 20 years to retirement and currently have the following allocation 40% TOTAL US FUND, 20% LARGE CAP VALUE, 10% SMALL CAP BLEND, 20% INTERNATIONAL, 10% INTERMEDIATE GOV BOND FUND... expense ratio about 0.06 ... how does that look?
VT and chill seems to safe me all this effort and expense ratio
he's got a few videos on the historical difference in return for each of his combos vs "the market"
When you see a fake conversation about some expert or advisor, be sure to report them. So annoying.
DFLV is recommended by Chris. What about IEFA or VEA? They both have better performance and lower expense ratios. Who wants to invest in Chinese Communist Party controlled companies.