12/13/2023

In this podcast Paul introduces a new way to understand and compare the likely risk and return of equity asset classes. The biggest challenge for first time investors is not understanding the likely losing periods they will experience as part of the normal progression of successful investments.   These 4 tables  compare the historical risk and return of the  S&P 500 ,  Small Cap Value , a  2 fund portfolio  that’s 50/50 S&P and SCV and  4 fund portfolio  with 25% each in S&P, Small Cap Value, Large Cap Value, and Small Cap Blend. /a-new-way-to-look-at-risk-and-return