AlanHarmon.net

Various Thoughts and Useful Information

Review - Vanguard Small-Cap Value Index Fund ETF (VBR)

4/24/2024

This is one of my core positions I am dollar cost averaging into for a portfolio target of 10%. It is an Small-Cap Value Index Fund. This ETF is off its recent highs from March 28, 2024 and is down only 0.25% Year-To-Date. Its current 1-year return is up 13.52%.

5-Year Chart

This fund has been doing well over the last 5 years, with a total growth of 34.19%.

S&P 500 vs VBR

The S&P 500 has been on a rampage the last 5 years compared to almost all Stock Market Indexes.

- S&P 500: up 67%
- VBR: up 34%

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Hello!

My Name is Alan Harmon. I am a Jesus Follower, Husband, Father, Uncle, Friend, and an Engineer with an MBA.

My interests are in Traveling, Investing, Cooking, Gardening, Technology, Business, Hiking, Smart Homes, Family Games, Automation, and Programming.

Most of the information on this website is centered around those interests. I created this website many years ago primarily to share my recipes and some investing advice, but I began to take it a bit more serious in July of 2023.

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