My own Über -
Tuber portfolio was an attempt to mimic DFA strategies with ETFs, and it actually comes in a little cheaper.
My Über -
Tuber portfolio has several target allocations of just 4 %.
Not exact matches
The Über -
Tuber trailed the DFA
portfolio by just half a dozen basis points annually, and it accomplished that result with a lower standard deviation — which means lower volatility.
Readers who have visited my Model
Portfolios page will recognize this as the Über -
Tuber, so named because I think of it as the ultimate Couch Potato
portfolio:
The
portfolio I put together for that article became the Über -
Tuber — as in «the ultimate -LSB-...]
(It's also the basis of my Über -
Tuber ETF
portfolio.)
John ran some numbers to compare how the original Über -
Tuber might have performed alongside a DFA
portfolio over the last 15 years.
I'm not going to make any changes to the Über -
Tuber on the Model
Portfolios page for now, and I'll be giving some thought to how it might be streamlined without losing too much of its small - cap and value tilt.
The
portfolio I put together for that article became the Über -
Tuber — as in «the ultimate Couch Potato» — which you'll find on my page of Model
Portfolios.
Host Ron DeLegge doesn't use the term Couch Potato, but he's a
tuber at heart, advocating a
portfolio based on low - cost index funds.
I find some of the Fama - French research pretty persuasive (the basis of Canadian Couch Potato's «Uber
Tuber»
portfolio) but putting that approach into action hasn't really been feasible for someone like me making modest monthly contributions.