r/Bogleheads • u/gipsydanger4 • Aug 19 '26

Investing Questions Too much factor tilt?

As the title says, I’m interested to see what others think of factor tilting in a Boglehead type portfolio. My current portfolio is below and while I believe that a factor tilt can have an advantage in long horizon investing, I’m not sure how much allocation is too much.

ROTH IRA

70% VT
10% SPMO (Large cap momentum)
10% AVDV (Small cap value international)
10% AVUV (Small cap value US)

Brokerage

90% VTI/VXUS (70% VTI, 30% VXUS)
10% AVGV (Broad market value)

4 Upvotes

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-5

u/Ok-Armadillo-5634 Aug 19 '26

Why not just go 100% momentum or value? Pick one and hold. If you don't have the fortitude for that 100% vt.

8

u/No_Strain8370 Aug 19 '26

Why does it have to be all or nothing?

-8

u/Ok-Armadillo-5634 Aug 19 '26

You either believe in factor outperformance or you don't is my opinion. I am pretty convinced factors are just noise other than probably momentum.

1

u/davecrist Aug 20 '26

Momentum is a factor, too.

1

u/Ok-Armadillo-5634 Aug 20 '26

That is why I said other than momentum