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This is why I care. I've been putting less into the Vanguard 500, and more into my own diverse individual stock picks... I want the S&P or similar, but without
by the__alchemist 1y ago
This is why I care. I've been putting less into the Vanguard 500, and more into my own diverse individual stock picks... I want the S&P or similar, but without a few specific stocks like this one.
- hibikir 1y agoThere's a few companies doing direct indexing like this, where you can give them a ban list for any given index: You can, say, also take out Microstrategy or something like that. Now, as to whether those companies will remain solvent long enough, will give you simple enough taxes, and can keep expenses low while rebalancing is another story. You are doing frontier-ish things. It's not as if you have Vanguard or Fidelity offering products like that.
- RhysU 1y agoFidelity offers such a product: https://www.fidelity.com/direct-indexing/overview https://www.fidelity.com/direct-indexing/overview > If there's a security you don't want to own, you can remove it. Dunno about Vanguard.
- throw0101c 1y ago> This is why I care. I've been putting less into the Vanguard 500, and more into my own diverse individual stock picks... There are equal weight funds: in the US see perhaps $RSP. Vanguard article on the topic: > There are numerous considerations when selecting an equity index exposure, including the choice between market-cap or equal-weighted methodologies. * https://www.vanguard.co.uk/professional/insights-education/insights/what-to-consider-when-choosing-between-index-weighting-approaches https://www.vanguard.co.uk/professional/insights-education/i...