AVUV vs. VIOV: Which Is Better?

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It's really hard to test something that's based on some relatively new algorithm, because you don't have much data in the past. I think over time we may find that some of these newer algorithmic funds like AVUV may just be better than their simpler counterparts. But I'm happy to leave it right now at a place where I think they're both good and I really don't know which one is better. The main problem with multi-factor funds or multi-asset funds is that it makes it difficult to construct the rest of the portfolio.

In this episode we answer emails from Andreas and Brad. We discuss algorithmic factor funds like AVUV vs. basic index factor funds, basic principles of portfolio construction, low volatility funds, and the rebalancing research of Corey Hoffstein.

And THEN we our go through our weekly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional links:

Father McKenna Center Giving Page: Donate - Father McKenna Center

Simplify Interview of Corey Hoffstein about rebalancing: Keeping it Simple Ep. 21: Do I Feel Lucky? | Simplify

Corey Hoffstein Interview and Papers: Rebalance Timing Luck - Newfound Research (thinknewfound.com)

Corey Hoffstein Interview Regarding Personal Portfolio: Show Us Your Portfolio: Corey Hoffstein - YouTube

Corey Hoffstein Discussing the Return Stacking Strategy: Corey Hoffstein on Return Stacking - YouTube

Optimized Rebalancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)