Small Cap Hunters
Submitted by @SmallCapSam · 4 holdings · Total value: $100.0k
Overall score: 72/100 · Grade: B
Score breakdown
- Strength: 70/100 — quality and fundamentals of holdings
- Diversity: 75/100 — spread across sectors and asset types
- Exposure: 68/100 — balance and risk management
Analysis
Factor-based small-cap value strategy with strong long-run academic backing, spread across hundreds of names.
Well diversified within small-cap value but lacks large-cap, international and bond exposure.
Higher volatility small-cap value tilt with a meaningful cash buffer to buy dips.
Top holdings
- IJR — iShares Core S&P Small-Cap (30.0%, Diversified)
- VBR — Vanguard Small-Cap Value (30.0%, Diversified)
- AVUV — Avantis US Small Cap Value (25.0%, Diversified)
- CASH — Cash (15.0%, Cash & Equivalents)