Sound Investing
Avsnitt

The Good, Bad, Ugly and Average Risk and Returns of Small Cap Value, S&P 500 and 2 and 4 Fund Portfolios

Dela

The purpose of this podcast/video is to help investors understand the likely risk and return parameters of small cap value, S&P 500, 2 Fund Portfolio (50% each SCV/S&P) and 4 Fund Portfolio (25% each SCV/S&P/SCB/LCV).  In each case the best, worst, and average 1, 2, 3,  5, 10. 15, 20, 25, 30, 35, 40 year returns are listed.
The following tables are discussed:


S&P 500 Historical Risk and Return 

US SCV Index Portfolio Historical Risk and Return

 US 2 Fund Index Portfolio Historical Risk and Return 

US 4 Fund Index Portfolio Historical Risk and Return 

Also the risk and return page from the Sound Portfolios  is referenced. 

Podden och tillhörande omslagsbild på den här sidan tillhör Paul Merriman. Innehållet i podden är skapat av Paul Merriman och inte av, eller tillsammans med, Poddtoppen.

Sound Investing

The Good, Bad, Ugly and Average Risk and Returns of Small Cap Value, S&P 500 and 2 and 4 Fund Portfolios

00:00