Paul and Chris Follow-Up: The Rick Ferri Small-Cap Value Debate

Paul and Chris reflect on Paul’s recent discussion with Rick Ferri. Paul adds information he wished he’d included, and Chris reacts to Paul and Rick’s positions. Together, they discuss the behavioral, trust, and performance benefits and trade-offs of seeking meaningful diversification by adding Small-Cap Value to a portfolio.

CHAPTERS

00:00:00 – Intro
00:02:50 – Chris’ 30k Foot View
00:06:16 – Mid-caps?
00:10:40 – Tot. Mkt. vs. S&P 500
00:20:15 – Trust and Change
00:25:45 – Table G1b
00:28:50 – VT vs. AVGE
00:42:20 – Dollar-Cost-Averaging
00:52:00 – Paul’s Grandson’s Question
00:53:08 – Gold funds
00:59:40 – Travel plans
01:02:20 – Outro

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Table G1b — Fine Tuning Table: S&P 500 vs. US Small Cap Value