3/3/2021

After helping investors find an easier path to expected returns, the objective is changed to finding a way to get higher returns by eliminating most of the growth holdings.  In each case, these All-Value portfolios increase returns by .5% to 1% more. The impact on the total dollar growth is astounding for the All Small Cap Value portfolios, but likely beyond the risk tolerance for most investors.  However, that doesn’t mean there isn’t a place for a portion of the portfolio.

The next podcast will focus on all of these different combinations of equity asset classes to see what happens to risk/return in an All-Equity portfolio as well as different combinations of equities and fixed income.

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