Among Some investing strategies, I am adopting the Ginger Ale Portfolio of John Tyler Williamson using eToro.

Using eToro, here are the ETFs I am going to use:

  • US Large Cap Stocks - VOO
  • US Small Cap Value - IWN
  • Developed Markets - VEA
  • Emerging Markets - VWO
  • International Small Cap Value - (Unavailable)
  • US Long-term Treasury Bonds - TLT
  • TIPS - VTIP
  • Emerging Markets Governmt Bonds - EMB

There is currently no ETF indexing the international small cap value, so I am putting the other 10% to US Small Cap Value.

My final Ginger Ale eToro portfolio will look this way:

  • US Large Cap Stocks - 20% (VOO)
  • US Small Cap Value - 30% (IWN)
    • My choice of this stock is influenced by Kyle Woodley’s article referenced below.
  • Developed Markets - 15% (IEFA) → (VEA)
  • Emerging Markets - 15% (VWO)
  • US Long-term Treasury Bonds - 10% (TLT)
  • TIPS - 5% (VTIP)
  • Emerging Markets Government Bonds - 5% (EMB)

Update

I no longer use this portfolio.

References

Williamson, J. (n.d.). The Ginger Ale Portfolio (My Own Portfolio) and M1 ETF Pie. Https://Www.Optimizedportfolio.Com/. Retrieved June 16, 2021, from https://www.optimizedportfolio.com/ginger-ale-portfolio/

Woodley, K. (2016, August 25). The 10 Best Small-Cap Value ETFs. U.S. News and World Report. https://money.usnews.com/investing/slideshows/the-10-best-small-cap-value-etfs