Paul & Chris Tackle 10 of your Investing Questions
About This Episode
Paul and Chris answer 10 listener questions in one hour — covering asset allocation, investor behavior, funds, indexes, and fund management. They also dig into Daryl Bahls' hot-off-the-press alternative portfolio analysis.
CHAPTERS
00:00 — Intro
01:11 — Funds vs. their indexes
06:04 — Which asset can I drop?
10:50 — Buy and hold for a lifetime?
16:04 — Tracking errors
20:24 — How many years to trust a strategy?
27:05 — The impact of 10% cash
28:18 — What's a "good enough" return?
31:57 — The new worldwide 4-fund portfolio
42:29 — Too old for small-cap value?
44:56 — Avantis and DFA
48:27 — AVES for emerging markets value
54:04 — Outro
LINKS & FILES
Sound Investing Quilt Charts
Callan Periodic Table of Investment Returns
Two Funds for Life Calculator
Lifetime Investment Calculator
Daryl's 4-Fund Portfolio Analysis (WW 4-Fund)
Other Fine Tuning Tables (50/50)
2FFL Fine Tuning Table — Allocations