The seven characteristics of stocks that have vastly outperformed the market in every investment downturn since 1974
What the total asset value of the funds & how has the growth been ?
I had put 2,500$ in this on quantbase. One thing I wonder about is there maybe a reasonable minimum allocation for this because all of the monthly rebalacing with such a large number of stocks if you do it with too small of a value, could that not slowly eat away at the portfolio just because of not always getting the best fill price with bid/spread asks on smaller stocks? A few cents here and there spread between 50 trades rebalacing each month won't matter on a large investment, but will it cause issues if you put in only a small amount? I wonder if you implemented this specifically to not rebalance in a way that is not cost efficient for smaller investment amounts, and if you should be advising with a minimum investment amount of this one?