Morningstar How-To with Paul and Chris

[@jeepone61]

Great presentation. Can you search for funds by multiple charateristics such as Cash Flow Growth and expense ratio to optimize and narrow down quality funds to evaluate?

[@ld5714]

Hi Chris and Paul. Great video, analysis and discussion as usual. Thanks for all you do. Larry, Central Valley, Ca.

[@sroher1]

very helpful and educational!! thanks so much!

[@utahdan]

Is there an additional fee to hold AVUS within Vanguard?

[@ArunRangarajan]

No. It's an ETF, so you don't pay for buying or holding it in Vanguard. The only fee is the fund's expense ratio (0.25%).

[@Kep19901]

Howcome chris doesn't recommend DFAC? it seems to be tilted more towards smaller companies than AVUS, is i the slightly higher expense ratio? Also, I can invest in DFSV or DFSVX for 0 cost difference. Which would you suggest? Or are they exactly the same? Also, also, why does Avantis and DFA leave out REITs in their total us market funds?

[@70qq]

🤘🏻

[@user-xn1xq8yf3k]

I wish they would discuss sell limit orders and especially trailing stops. Seems like a good way to limit my losses in retirement.

[@BruceKaplan]

They are buy and hold investors and don’t recommend limit orders and trailing stops, because that is market timing.

[@hkpo20]

hi- I've done the entire boot camp and love the AVUS as the better option to VTI. Do you suggest a similar fund for international stocks (and emerging markets)? I.E. a little bit more concentration on value and small? Seems like a sensible tweak to the typical three fund portfolio- combining simplicity and a bit more diversification.

[@BB-cs3kk]

Recommendations to add AVUV to AVUS seems like over tilting to value. May be too difficult to stick with. Best chart is probably one presented by Chris showing SWR with different assets combinations. Sweet spot for scv around 30% of stocks.