AOR ETF Review - iShares Core Growth Allocation ETF (60/40 Portfolio)

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Optimized Portfolio

Optimized Portfolio

Күн бұрын

Пікірлер: 43
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
What do you think of the AOR ETF from iShares?
@HamiltonRb
@HamiltonRb 9 ай бұрын
In Canada the symbol is XBAL from I Shares, VBAL from Vanguard and ZBAL from Bank of Montreal. Pretty much the same returns from each, but they are called balanced etf. If you want the growth, 80/20 mix of each it is XGRO, VGRO and ZGRO
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
@@HamiltonRb Thanks for sharing!
@canadianwildlifeservice8883
@canadianwildlifeservice8883 4 күн бұрын
My inherited IRA had a high management fee for a so-called "active management". Aside from the high management fee, it has tons of ETFs inside. I sold all my positions and am about to just get either AOA or AOR which makes it much easier to sell shares over the next 10 years. This way I don't have to worry about rebalancing and the expense ratio is a lot lower than what a CFP would charge to accomplish the same thing.
@mynewtaxguy
@mynewtaxguy 2 ай бұрын
I own AOA which is the 80-20 allocation ETF of that same series, very happy with it, performs very well. It includes the same component funds as AOR but with a higher allocation to stocks.
@OptimizedPortfolio
@OptimizedPortfolio 2 ай бұрын
Yes! Thanks for sharing!
@vccordova6899
@vccordova6899 9 ай бұрын
I'd rather look at the avavtis moderate allocation etf for a single fund solution. But realistically i like to keep stocks and bonds separate. What, in your opinion, would be the best bond paring to avge?
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
I like treasuries.
@favrenicola
@favrenicola 9 ай бұрын
It's not an ETF (yet) but what do you think of Vanguard LifeStrategy?
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
I like those too!
@Gmen732
@Gmen732 7 ай бұрын
Anything BlackRock or Vanguard is good
@rpshah79
@rpshah79 9 ай бұрын
For regular taxable accounts, how about a 2 ETF portfolio of 60% (DFAW or AVGE) and 40% (GOVT or VGIT)?
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
Sounds pretty good to me.
@hydrakn
@hydrakn 7 ай бұрын
New to investing, looking at dropping 50K into AOR ETF, curious if any have change of opinion today vs 2 months ago when this uploaded? Seems like a good way to get started.
@OptimizedPortfolio
@OptimizedPortfolio 7 ай бұрын
I invest for the long term, so nothing would really change my opinion in a few months. No change.
@Ehhhh123
@Ehhhh123 8 ай бұрын
What are your thoughts on people saying that 60/40 is dead?
@OptimizedPortfolio
@OptimizedPortfolio 8 ай бұрын
It's a stupid thing pundits have said every year for the past half century or so. Makes for a good clickbait headline.
@rpshah79
@rpshah79 9 ай бұрын
How about AVMA?
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
Might be a good choice too for the factor investor!
@Gmen732
@Gmen732 7 ай бұрын
I invest in ALL 4 Core allocations Thats all you pretty need!!!
@OptimizedPortfolio
@OptimizedPortfolio 7 ай бұрын
Thanks for sharing!
@ebrahimhabib477
@ebrahimhabib477 9 ай бұрын
Ntsx from wisdom tree is a great 60/40. Actively managed Fund
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
NTSX is 90/60.
@ebrahimhabib477
@ebrahimhabib477 9 ай бұрын
@@OptimizedPortfolio can you make a video for this Fund NTSX
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
@@ebrahimhabib477 kzbin.info/www/bejne/nafdoYRnatKXi9k
@ebrahimhabib477
@ebrahimhabib477 9 ай бұрын
Thanks so much for the link for the NTSX video, I watch it twice as you explained it and analysed the Fund extremely well Thanks for your excellent Knowledge which you give it to us for free . I admire your work completely Regards from Egypt
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
@@ebrahimhabib477 Thanks!
@eugene3496
@eugene3496 9 ай бұрын
I wish Charles Schwab would create a similar product. They have all the necessary ETFs to do so.
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
They probably want to drive people to their "Intelligent Portfolios" service.
@derekmarlowe522
@derekmarlowe522 9 ай бұрын
Why bother with such miniscule allocations to small and midcap stocks( emerging market is higher which is crazy) and then 9% to intl bonds. Just take some percentage out of domestic bonds, where it is already high. I am not a fan at all and I seem justified by the mediocre track record. One could coble together many index funds that would be cheaper and have better long term records. There is no science that supports constant rebalancing. Bogle even said not to worry about it.
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
As I noted, the fund is just roughly using whatever the global market cap happens to be, no matter how "miniscule." "High" is subjective. We can only know the optimal portfolio in hindsight; outcome bias is a terrible basis for portfolio construction. 60/40 not being right for you doesn't mean it's not right for someone else. No science to support rebalancing? The simple reason is to maintain one's asset allocation (risk/return profile): kzbin.info/www/bejne/f3vbmHxshZWVm7c
@OshoRamseyGump
@OshoRamseyGump 8 ай бұрын
60 Bitcoin 40 Stocks
@OptimizedPortfolio
@OptimizedPortfolio 8 ай бұрын
Nah
@OshoRamseyGump
@OshoRamseyGump 8 ай бұрын
​@@OptimizedPortfolio True inflation > CPI Anything you put into bonds is a guaranteed negative real rate of return.
@OptimizedPortfolio
@OptimizedPortfolio 8 ай бұрын
"True inflation > CPI" - agreed "Anything you put into bonds is a guaranteed negative real rate of return." - probably not.
@DK-pr9ny
@DK-pr9ny 9 ай бұрын
Too much in bonds..
@tungooska
@tungooska 9 ай бұрын
AOA is more aggressive at 80/20.
@OptimizedPortfolio
@OptimizedPortfolio 9 ай бұрын
As usual, depends on one's goal(s), time horizon, and need, capacity, and tolerance for risk. As @tungooska pointed out, they also have a more aggressive version which is AOA.
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