6/14/2023

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.

/dave-ramsey-small-cap-value-and-a-new-4-fund-portfolio