Ben Felix Model Portfolio (Rational Reminder, PWL Capital) Review & ETFs

Ben Felix is the BEST! 👍🏻👍🏻👍🏻

AVUV 100%?

Why so much in VTI?

Why not Dimensional?

What do you think about VXUS, AVDV, AVUV for ex-us exposure for someone who doesn't want to invest in emerging markets?

Run the back testing over 60 years. Too much international.

Thanks dude, really well done again. How do you have only 11k subs?!
Anyway, because you answered so friendly last time. Sober now and tinkering. Can you do a quick model portfolio for this for a German investor? I think I got all but 2, the names are really confusing ... :D Thanks a lot in any case and have a great day!

His portfolio looks more and more like Dave Ramsey’s who is the very person that been and others like him criticize

Just buy Xeqt/veqt and call it a day…

I argue: Rick Ferri is smarter than Ben Felix. Rick admits a 30% factor tilt MAY improve returns by .25% over a lifetime. You have to suffer under performance for decades for a chance to beat the market by a quarter of a percent. What a dumb tilt. Ben ain’t that smart. And he’s kind of a jerk to people who disagree with him.

compared to the SP I would say it is a wash.

Hi, thanks for the great video. Question here: There are 5 factors (Market, Size, Value, Profitability and Investment), and it seems this portfolio only focus on 3 of them (Market, Size and Value). So what about the other 2? (also I don't understand what "Investment" means...") - are they included in "Value" automatically? Thanks 🙂

How about VT 78%, AVUV 14%, AVDV 8%? And then adjust AVUV/AVDV ratio relative to US market cap vs non-US?

I have an interest in factor ETF’s and do have a factor tilt. But what I care most about is the return after all costs. As such, I disagree with the DFA/Vanguard comparison in the video. For most of its history, DFA imposed an advisor fee on all shareholders, which is not reflected in the historical return data. With this fee, DFA underperformed (or, at best, kept up with) comparable Vanguard products.

Why not lower cost VBR instead of AVUV? Just 0.09% annual fee last time I checked

Great video, thanks. Can you please explain why Felix tilts 16% to factors, and you 22%? What is the best allocation for maximal return or maximal risk-adjusted return, based on the historical data (based on some statistical analysis like rolling periods / bootstrap etc)? If the data shows that the Felix-factors bring an additional premium on-top of the market premium, then would the rational choice be 100% factor tilt (meaning pure AVUV and AVDV)?

Hi, I just ran into this question and was happy to find you. I also tried to find funds at Blackrock that were closely aligned to their Canadian international funds on the list. It appears that EFA is an American version of XEF and SCZ is an American version of XEC, but I'm not positive. Thoughts?

Additionally, listen to Rick Ferri’s 2 episode podcast with the white coat investor and paul merriman. Factors are the icing or the sprinkles. Ben likes to make factors appear more relevant than they are.

Ah - so you are imitating Ben. You should slow the talking speed down. Its a little too fast. Ben is arrogant and rude and disrespectful in his community. Not a great role model

Hi I guess Ben Felix dropped the SCV from his portfolio. He tells about it in one of the Rational Reminder video

What about using dimensional ETFs like DFSV and DISV?

thanks for the effort and the sharing. i am a fan of paul merriman and ben felix adds his version to the value/size tilt. i am an appreciative subscriber. thumbs up.

Bro- great leadership FANTASTIC piece !!

What do you think of QMOM/IMOM, given that MOM is an anomaly, but still very real.

Commenting for the algorithm

I would like to thank you for your videos and your efforts , but after i watched punch of your videos I noticed you are a fan of Avantis Funds ? Is that for a specific purpose.?

My portfolio is this! Give or take a few % using all Avantis funds.

Wonderful video! Thanks a lot. I follow his podcast and like his approach. If Brandon is reelected I will have to add international exposure… Socialism sucks ass

Used your link on your website for m1. Didnt know they offer 5% on deposits

Why not replace the VTI, VEA, and VWO with VT? Is it so that we don't like the ratio VTI to VEA to VWO that's inside of VT?

Thank-you for a thorough and concise presentation of this portfolio and its underlying rationale. It seems the FF-3 model provides sufficient explanation of the variance in returns, which makes fund selection and allocation a bit easier. As you alluded, this portfolio looks similar to the aggressive Ginger Ale portfolio.

Thanks always for your sensible, informative content! 👍🏼

Which way you end up going with, give it a good long time.

I am Ben Felix follower as well. Thanks for your so much density information.