Fateful 8 ETFs by Liam · TradeandTell
Fateful 8 ETFs Manual Portfolio by @liam
Passive factor tilted 24% foreign 76% US for the American investor.
Concentrated Buy & hold Passive factor tilted 24% foreign 76% US for the American investor.
Jun 24 Since Jun 24 · tracked ?
+3.1% +3.11% 52-wk 52-wk mix
3 0 0 97
52-week mix · quartiles of range, value-weighted
Bottom · 0–25% 3% 1 name FLCH
Lower-mid · 25–50% 0% 0 names
Upper-mid · 50–75% 0% 0 names
Top · 75–100% 97% 7 names
Over this period · Portfolio vs
S&P 500 (−2.4 pts behind)
Range +3.11%
For informational purposes only. Not investment advice. Past performance does not guarantee future results. Learn more . Performance Reconstructing the story…
Holdings Moves Events Income & events Valuations Discussion
Filter holdings by asset class All (8) Stocks (8) Options (0) Shorts (0) Crypto (0)
Report a bug VTI · AVUS · AVUV · VEA …
Tilting toward winners — 97% of the book sits in the top quartile of its range vs the 25% balance point. Worth asking which winners have quietly become comfort holds.
VTI +4.0%
AVUS +2.2%
AVUV -1.9%
VEA +2.7%
AVDV +7.4%
AVES +2.2%
VWO +2.7%
FLCH +4.0%
US −0.0%
EU +0.1%
JP +1.4%
CN −0.6%
EM −0.1%
Typically buys at 84% of the 52-wk range — a momentum buyer.
Performance The whole story, tracked — flags mark what actually happened
since Jun 2026
◆ Tracking start · Jun 2026 Jun 2026 → now · +3.1% · 2 of 3 months up.
tracked books · trailing month
CAGR +13.2% Sharpe 1.20 Beta · SPX — Max drawdown -3.1%
