ATFV
Alger 35 ETF
stock NYSE ETF

**VGT + IGM:** pick one at most; with SPMO/GARP/SMH, arguably neither
**IOO at 2%:** practically meaningless and mostly repeats mega-caps
**ATFV at 2%:** too small to matter unless there is a very specific thesis
**CSD at 2%:** interesting niche, but unlikely to materially change portfolio results
**AVDV at 2%:** good fund, insufficient weight to provide much diversification
**VLUE at 3%:** too small to meaningfully offset the growth/tech pile
AVNM does what you’re trying to do.
Ultimately, this could become a much stronger six-fund portfolio:
**30% SPMO**
**20% VTI**
**15% AVNM**
**15% GARP**
**10% SMH**
**10% VLUE**

**VGT + IGM:** pick one at most; with SPMO/GARP/SMH, arguably neither
**IOO at 2%:** practically meaningless and mostly repeats mega-caps
**ATFV at 2%:** too small to matter unless there is a very specific thesis
**CSD at 2%:** interesting niche, but unlikely to materially change portfolio results
**AVDV at 2%:** good fund, insufficient weight to provide much diversification
**VLUE at 3%:** too small to meaningfully offset the growth/tech pile
AVNM does what you’re trying to do.
Ultimately, this could become a much stronger six-fund portfolio:
**30% SPMO**
**20% VTI**
**15% AVNM**
**15% GARP**
**10% SMH**
**10% VLUE**

30% SPMO
12% GARP
12% SMH
12% VTI
10% FRDM
5% VGT
5% IGM
3% FNDF
3% VLUE
2% IOO
2% AVDV
2% ATFV
2% CSD