A new way to look at risk and return
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A new way to look at risk and return

00:34:44 Paul Merriman
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Show Notes

About This Episode

Paul wishes to warn podcast listeners that this podcast contains a lot of important numbers from the following 4 tables.  The torrent of numbers can be irritating but these are some of the most important aspects of risk and return we should know.
Paul asks that investors email him with questions about the tables.   paul@paulmerriman.com



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 500Small 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.