10 reasons small-cap value can make you richer

The purpose of our podcasts is to help investors make some of the biggest investment decisions of their life.  This podcast focuses on the many reasons small-cap value should be in every investor’s portfolio, even if it is a very small part. Paul addresses these questions: 1.  What is the lifetime impact of adding 10% […]

The post 10 reasons small-cap value can make you richer appeared first on Paul Merriman.

The purpose of our podcasts is to help investors make some of the biggest investment decisions of their life.  This podcast focuses on the many reasons small-cap value should be in every investor’s portfolio, even if it is a very small part.

Paul addresses these questions:

1.  What is the lifetime impact of adding 10% to 20% small cap value (SCV) to a portfolio for first time investors as well as retirees? 

2.  What is the additional risk of adding a small amount of SCV to a portfolio?

3.  How can a 2% bigger short-term loss lead to millions more for retirees?

4.  How could a very small investment in SCV help you retire 2 years sooner?

5. How will a small investment in SCV change your cash flow in retirement?

6.  How does SCV perform during periods of high inflation?

7.  How often should you expect SCV be the best and worst investment?

8.  How does SCV perform after major market losses?

9.  How much more or less are you likely make if you don’t rebalance your portfolio?

10.  What is the likely premium SCV is likely to make over the S&P 500 in the future?

Links to relevant tables or download pdf of all tables here.

Table B1 Fine Tuning Table for S&P 500

Table 14A Fine Tuning Table for S&P 500 and Small Cap Value

Table H1  Sound Investing Portfolio results

Table C1 Fixed Contribution Table for S&P 500 Portfolio

Table C14 Fixed Contribution S&P+US SCV Equity Portfolio

Table D1.4 – Fixed Distributions: S&P 500 Equity Portfolio ($40,000/year) 

Table D14.4 – Fixed Distributions: S&P+US SCV Equity Portfolio  ($40,000/year) 

Sound Investing Portfolios

H1 Sound Investing Portfolio results

Sound Investing U.S. Portfolio (1928-2021)-Ordinal Rank Summary

Tell Tale Chart

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The post 10 reasons small-cap value can make you richer appeared first on Paul Merriman.