SOUND INVESTING PODCAST
3/13/2024
https://anchor.fm/s/10bb8090/podcast/play/83969664/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2024-2-13%2F82f1b55a-ce60-89c2-b723-519be133ee6a.mp3
Paul Merriman
Show Notes
About This Episode
The two tables use the S&P 500 ( Table B1
) and the U.S. 2-Fund (50/50 S&P and Small Cap Value) ( Table B9
). Each of these tables represents the annual returns of 11 combinations of equities and bonds. The goal is for investors to find the combination of equities and bonds for their risk limits and and return expectations.
Paul will be monitoring the YouTube video
and will respond to questions there.
Disclosures
Data Disclosure Notice - Funds (1970-Present
)
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