This page provides a chronological overview of the ATAD portfolio mechanics and methodology, and any changes I’ve made to my approach over time. 2020 Initial Approach: Evaluate underlying stocks of the Vanguard Total Stock Marketing Index ($VTSAX) in alphabetical order
Portfolio Methodology
Portfolio Methodology
Portfolio Methodology
This page provides a chronological overview of the ATAD portfolio mechanics and methodology, and any changes I’ve made to my approach over time. 2020 Initial Approach: Evaluate underlying stocks of the Vanguard Total Stock Marketing Index ($VTSAX) in alphabetical order