AV AVGE Avantis All Equity Markets ETF Loading... : Investor Sentiment and Bull/Bear Views

The author holds AVGE as the core of their portfolio, arguing it offers the perfect amount of value tilt without compromising the entire portfolio, and questions why it is not used more often instead of VT. The mechanism is a factor-tilted global all-in-one fund that keeps the portfolio broadly diversified while leaning value. No specific catalyst or time horizon is given beyond their long-term investing in their 20s; the main risk implied is that a value tilt may underperform a plain market-cap global fund.

The author argues that a complicated multi-fund portfolio is a behavioral trap that investors will abandon when parts underperform, and recommends AVGE as a simpler alternative. The mechanism is that simplicity improves the odds of sticking with the strategy over a 30-year horizon, which the author claims will outperform the complex portfolio. The stated risk is behavioral: selling out when something underperforms.

The author argues AVGE is underrated because it has beaten VT in net returns, generated alpha, and uses the investment philosophy that VT investors like. This supports a long-term hold in AVGE as a core equity allocation.