Best in Class 2019 Returns plus 12 Q & A

Paul discusses the comparative returns from the  Vanguard, DFA and Best-In-Class Portfolios for 2019. He also responds to 12 questions from listeners and readers of  paulmerriman.com ’s podcasts, articles, videos, books and recommendations for mutual funds, ETFs, 401k’s, the Ultimate Buy-and-Hold Portfolio and more.  To learn more about comparative returns, take a look at the  2-4 Fund Combo Returns 1928-2018.

12 Q&A

1.  How does the new Fidelity Small-Cap Value (FISVX) compare to our IJS and SLYV?  10:24

2.  What’s a good Vanguard Small-Cap Value Fund for a 66-year-old investor? 15:00

3.  Do you really recommend large and small-cap growth funds? 18:30

4.  Why are you so high on DFA funds? 21:00

5.  What’s your plan for helping kids with their IRAs? 26:44

6.  When will you be updating the S&P 500 Fine-Tuning Table? 31:49

7.  What does a long-time client of Paul’s old firm have to say? 33:50

8.  Where can an investor find historical data on stock and bond returns? 38:23

9.  What about supplying transcripts of your podcasts? 41:36

10.  Which is better: VTWW or FISVX small-cap value funds? 47:54

11.  How do Vanguard Value Index and Vanguard Equity Index funds compare? 50:54

12.  How much would $20,000 become in 45 years if I invest it in small-cap value? 53:04