Dave Ramsey, small cap value and a “new” 4 fund portfolio

 Paul starts the podcast encouraging listeners to check out the ⁠latest video⁠ where Chris, Daryl and Paul answer questions from readers, listeners and viewers regarding the article, podcast and video about the Sound Investing Portfolios 2023 Update.  The following are the links that were used in the video: ⁠Asset Class Index CAGR Comparison (1927-2023)⁠ ⁠Table […]

The post Dave Ramsey, small cap value and a “new” 4 fund portfolio first appeared on Paul Merriman.

The post Dave Ramsey, small cap value and a “new” 4 fund portfolio appeared first on Paul Merriman.



Paul starts the podcast encouraging listeners to check out the ⁠latest video⁠ where Chris, Daryl and Paul answer questions from readers, listeners and viewers regarding the article, podcast and video about the Sound Investing Portfolios 2023 Update.  The following are the links that were used in the video:

⁠Asset Class Index CAGR Comparison (1927-2023)⁠

⁠Table H2 – Sound Investing Portfolios Performance (50-50) – 2022⁠

⁠Table H102 – Sound Investing Portfolios Performance (70-30) – 2022⁠

Paul also discusses a new table that Daryl is building that will show more long term details on U.S. portfolios from 1928-2022.  The discussion includes an interesting comparison of lump sum and dollar cost averaging from 1928-1937.  He also digs into the relative returns of large and small cap value in good times and bad.

In the last ⁠newsletter⁠ there was a section regarding a lawsuit that investment guru Dave Ramsey is facing.  In this podcast Paul makes a recommendation that would eliminate the conflicts of interest Dave may have and provide a much needed service to help investors find the kind of advisor they prefer. 

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The post Dave Ramsey, small cap value and a “new” 4 fund portfolio first appeared on Paul Merriman.

The post Dave Ramsey, small cap value and a “new” 4 fund portfolio appeared first on Paul Merriman.