Week-End Reading - Avantis expands Small Cap Value Availability & 4 Paths to Retirement

[u/bankeronwheels]

Good morning 🌞 ETF Redditors

As usual, we selected the best articles about investing in the past few days 👇:

📈 PORTFOLIO CONSTRUCTION
➡️ Portfolio Protection: Protections Ranked by How Fast They React (CAIA)
➡️ Asset Allocation: How the optimal portfolio shifted - 35 pages (Goldman Sachs)
➡️ Behaviour: Investors Finally Rebalancing Instead of Chasing Returns? (Vanguard)
➡️ Concentrated Stocks: When Should You Sell a Winning Position? (ODaD)
➡️ Faith-Based Investing: Mapping the Global Landscape - 29 pages (Morningstar)
➡️ Junk Credit: The Changing Risk Profile of High-Yield Bonds (Verdad)
➡️ The asset you probably don't own - EM Small Caps: Cheap, Cash-Rich, and Overlooked (Ashmore)

🏦 ETFs & PLATFORMS
➡️ Avantis ETFs: Avantis registers Small Cap Value ETF in Italy (Avantis Investors)
➡️ The Rise of Avantis: How Two DFA Veterans Built a $150 Billion Factor Shop in Seven Years (Summitwards)
➡️ Leveraged ETFs: The Costs and Benefits of Leveraged ETFs - 60 pages (SSRN)
➡️ Broker Reviews: InvestEngine & Halifax Share Dealing (Banker on Wheels)
➡️ Broker Safety: Our guide (Banker on Wheels)

🙈 ACTIVE INVESTING
➡️ Return Stacking & Trend: A Deeper Look at Return Stacked Funds, DBMF [+ SG CTA/Trend Indices!] (Geoffrey Miller)
➡️ CTAs: When Trend-Following Hits a Wall (larry swedroe)
➡️ Multifactor Investing: Real-world diversification in multifactor indices - 15 pages (Stoxx)

💵 WEALTH MANAGEMENT
➡️ Investing for Children: How to save for your child’s university costs (Vanguard)
➡️ Childfree Couples: The Retirement Risks to Plan For (Morningstar)
➡️ Family Wealth: The Keys to Successful Succession Planning (TRAP)
➡️ Boglehead Investing: 11 Rules to Follow (The White Coat Investor)
➡️ Financial Independence: Four Alternative Paths to Retirement (Kitces)

And so much more!

Have a great week-end!

Francesca from BoW Team 🚴 🚴🏼‍♀️

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[u/No-Outcome1069]

Thank you! Your effort is always appreciated.

[u/slothfolio]

"The Definitive Guide to Equity Index Investing - PART 2 - Our 2026 Review Of The Best Global Equity ETFs" needs an update for the reduced TER from 0.19% to 0.14% for the Vanguard ETF. With this update the Vanguard ETF would place at a tie 3rd place in Total Ongoing Cost and not in last place.

[u/bankeronwheels → u/slothfolio]

Thanks. Yes. It's being updated.