Stockchase Opinions

Larry Berman CFA, CMT, CTA Vanguard Total Stock Market ETF VTI-N BUY Sep 04, 2020

A great all market ETF for any long-term investor with a large horizon.
$173.450

Stock price when the opinion was issued

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COMMENT

A total market ETF, so you are getting every equity, small, big cap stocks. This will give you an over weighted position in the large caps. It is really, really diversified and he is not sure you need that much diversification.

BUY

ZWH-T & ZPW-T are a defensive strategy but what is the favourite go to strategy for the S&P 500. VTI-N is the ETF that echoes this strategy.

TOP PICK

He’s looking for small caps, stuff he normally doesn’t have. Likes that it’s all caps. The US tax cuts will continue as long as Trump’s in office and will impact the small caps as well. Contains 18% FANGs, which he still likes.

WEAK BUY

It's everything. Small, mid, large cap. Market weighted. Broadly diversified. At this stage in the economic cycle, he prefers the large cap indices such as SPY or QAL. But VTI will do fine.

BUY

For those starting with ETFs, he recommends a fully diversified portfolio. SPX is based in New York and VTI is for the total global market.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The fund is large at $165B and fees are low at 0.03%. The fund represents all of the US market and all levels of market capitalization. It represents the market. Unlock Premium - Try 5i Free

COMMENT
Highly diversified, a great ETF if your long term is 20 years, but the next 5-7 years may not be so great. You can buy and forget this.
COMMENT
VUN vs. VTI

With VUN, you get pretty much the entire US market; not too expensive at 16 bps. Keep in mind that the USD version, VTI, has a MER of 3 bps; be mindful, too, of foreign currency and US estate issues.

Over 3700 positions, market-cap weighted. Top 10 names represent about 20% of the portfolio. Lots of exposure to the tech space. Not all that different from the S&P 500.

BUY

Total stock market index. 70% made up of large caps, remaining 30% made up of 1000's of mid- to small-caps. The whole package. iShares has some offerings as well. Many ways to play.