MODERATORS

 


But the overall "price" performance for the past 3 years is listed as favoring VIOV. Any thoughts on SLYV vs. I have 5 small and mid cap banks in my portfolio.

Want to add to the discussion?


I'd be interested in knowing about the "tax cost ratio" you mentioned. Where did you find that? The morningstar performance information is a bit confusing. But the overall "price" performance for the past 3 years is listed as favoring VIOV. I've seen conflicting performance data when comparing all these ETFs on Morningstar vs. That further muddies the waters for my decision. Thanks, that's very interesting. If you are looking for "small value" exposure then there are two axis to measure against.

On the other hand it had tons more "small" exposure than the average value fund like VTV has. Even though it isn't explicitly a small cap fund, it isn't inverse "small" weighted like the other two and has a much stronger "value" exposure because the others have a pretty weak one. VBR is really watered-down in terms of both "small" and "value" so I would not use it to get that exposure.

Anytime a fund you own trades with bid-ask spreads over a penny or two, you should use limit orders to both buy and sell. Use of this site constitutes acceptance of our User Agreement and Privacy Policy. Log in or sign up in seconds. Submit a new link. Submit a new text post. Get an ad-free experience with special benefits, and directly support Reddit.

Read this Considering Edward Jones? Read this Not enough retirement account space? Consider Series I and EE Bonds While both active and passive, short- and long-term strategies are open for discussion, the primary purposes here is to help in the creation of intermediate-to-retirement-duration, largely hands-off approaches suited to the majority of investors who have lives outside of finance! Welcome to Reddit, the front page of the internet.

Become a Redditor and subscribe to one of thousands of communities. Any thoughts would be appreciated on this! Want to add to the discussion? I would be worried about a really deep small ETF's turnover rates re: Thanks for helping to clear this up for me! I will try to come back to this tomorrow with my thoughts.

How to find mid and small cap stocks suitable for long-term investing? I've realized that I only have really invested in large-cap blue chip type companies. I'm wondering if there is a suitable strategy for identifying mid-cap stocks for a buy and hold situation. The worst risks are unknown risks. All investments have them, but small caps have more of them, due to the lack of coverage. It's not like large and mega caps where everyone is looking at them and there is massive coverage and analysis, stuff in the news every day if you know where to look.

When it comes to true small caps, you are mostly on your own. I would say that if you haven't actually spoken to someone in management at the company, whatever "strategy" you are hoping to employ is very flawed. Not that one conversation is necessarily a game changer, I'm just using that to make my point here. I honestly wasn't looking for companies below 3 billion market cap.

I just mean my portfolio is basically entirely ultra large cap companies. There's usually plenty of coverage on companies that size, if you know where to look. Have to sift through the mess on seeking alpha, for instance. I have 5 small and mid cap banks in my portfolio. I trust the smaller banks way more than the giants. Use of this site constitutes acceptance of our User Agreement and Privacy Policy. Log in or sign up in seconds. Submit a new text post.

Get an ad-free experience with special benefits, and directly support Reddit.