SOUND INVESTING PODCAST

4/12/2023

https://anchor.fm/s/10bb8090/podcast/play/68440640/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2023-3-12%2Fc468ec2b-311a-b3e6-eac1-ede9180143fc.mp3 Paul Merriman
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Show Notes

About This Episode


  • The increase of return with additional percentages of equities

  • The higher short and longer term losses likely with adding more equities

  • The much higher  returns and slightly higher risks of portfolios adding value and small cap asset classes.



In the discussion Paul references  Table H2  for the returns of a $10,000 investment for all 9 portfolios.
In the coming podcasts the returns of the 9 Fine Tuning Tables will be used to discover the impact of dollar cost averaging into the portfolios, as well as taking out money to live on in retirement.

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