US+0.5%

EU+0.2%

JP+1.2%

CN−1.0%

EM−0.1%

8 ETF's to Retire

Portfolio by @liam

Smart factor tilted fee and tax conscious assortment of ETF's for the US investor seeking moderate international exposure while maintaining a sensible home bias.

Verified since Jun 24, 2026

ConcentratedBuy & hold

Smart factor tilted fee and tax conscious assortment of ETF's for the US investor seeking moderate international exposure while maintaining a sensible home bias.

Jun 24Since Jun 24 · tracked?

+4.0%+4.01%

+0.2%+0.25%

+3.8%+3.75%

YTD

+4.0%+4.01%

P/E

—

P/E

···

Holdings

Top-3

76% · of portfolio

Beta?

0.98 · vs S&P

Avg cap

$89B · Large cap

Diversification

Concentrated

Avg hold?

Today's movers

AVES+0.3%VEA+0.2%AVUS+0.1%VTI+0.1%

FLCH-0.6%AVDV-0.2%

VTI+4.6%

AVUS+3.8%

AVUV+3.1%

VEA+3.8%

AVDV+5.3%

AVES+0.9%

FLCH+5.0%

VWO+1.5%

8 positions

Performance

The whole story, tracked — flags mark what actually happened

+4.0%since Jun 2026tracked

The run

Jun 2026 → now · +4.0% · 1 of 2 months up.

Standing

Top 25%

#2 of 8 tracked · trailing month

Edge vs VT

-1.1pp

since Jun 2026

CAGR+33.0%Sharpe2.46Beta · SPX—Max drawdown-2.7%

Net verdict · 2 months trackedLEADERBOARD →

+4.0% · Sharpe 2.46 · 1/2 up

Performance

Reconstructing the story…

Holdings (aggregated)

All8 Stocks8 Options0 Shorts0 Crypto0

›Stocks & ETFs8

Symbol	Last Price↕

VTITOTAL STOCK MKT ETF TOTAL STOCK MKT ETF	$383.46+0.11%	$310$385	—	33.0%	$383.46+0.11%	+4.6%	33.2%	+4.6%
AVUSU.S. Equity ETF U.S. Equity ETF	$132.12+0.15%	$104$133	—	33.1%	$132.12+0.15%	+3.8%	33.0%	+3.8%
AVUVU.S. Small Cap Value ETF U.S. Small Cap Value ETF	$127.89-0.04%	$93.9$129	—	9.9%	$127.89-0.04%	+3.1%	9.8%	+3.1%
VEAFTSE DEVELOPED MARKETS ETF FTSE DEVELOPED MARKETS ETF	$73.51+0.18%	$57.8$73.7	—	7.0%	$73.51+0.18%	+3.8%	7.0%	+3.8%
AVDVInternational Small Cap Value ETF International Small Cap Value ETF	$110.33-0.18%	$83.6$111	—	6.0%	$110.33-0.18%	+5.3%	6.0%	+5.3%
AVESEmerging Markets Value ETF Emerging Markets Value ETF	$65.62+0.28%	$55$69.1	—	4.1%	$65.62+0.28%	+0.9%	4.0%	+0.9%
FLCHFranklin FTSE China ETF Franklin FTSE China ETF	$21.64-0.55%	$20$26.5	—	3.5%	$21.64-0.55%	+5.0%	3.5%	+5.0%
VWOFTSE Emerging Markets ETF FTSE Emerging Markets ETF	$60.38+0.02%	$51$61.5	—	3.5%	$60.38+0.02%	+1.5%	3.4%	+1.5%

8 ETF's to Retire

Performance

Performance

Holdings (aggregated)

Upcoming events

Income & events

Valuations

Valuations

Discussion

Upcoming events

Valuations

Performance


VTIMorningstar Total Stock Market ETFVTIMorningstar Total Stock Market ETF	33.2%	—	—	—	—	—	1.0%
AVUSU.S. Equity ETFAVUSU.S. Equity ETF	33.0%	—	—	—	—	—	0.9%
AVUVU.S. Small Cap Value ETFAVUVU.S. Small Cap Value ETF	9.8%	—	—	—	—	—	1.2%
VEAFTSE Developed Markets ETFVEAFTSE Developed Markets ETF	7.0%	—	—	—	—	—	2.5%
AVDVInternational Small Cap Value ETFAVDVInternational Small Cap Value ETF	6.0%	—	—	—	—	—	2.7%
AVESEmerging Markets Value ETFAVESEmerging Markets Value ETF	4.0%	—	—	—	—	—	2.5%
FLCHFranklin FTSE China ETFFLCHFranklin FTSE China ETF	3.5%	—	—	—	—	—	2.4%
VWOFTSE Emerging Markets ETFVWOFTSE Emerging Markets ETF	3.4%	—	—	—	—	—	2.3%