Selecting the best small cap value, gold and the challenges of buy and hold
SOUND INVESTING PODCAST

Selecting the best small cap value, gold and the challenges of buy and hold

00:51:05 Paul Merriman
Listen Now
Show Notes

About This Episode

On November 16, 2024 Paul will speak to the L.A. Chapter of AAII via a Zoom presentation.  Here is the link:  


2 Funds to Own Forever, and How to Invest in Small Caps
In this podcast Paul addresses 4 major considerations when selecting a small cap value ETF.  His discussion compares the returns, along with 4 major factors, for AVUV, VBR, VB,, VIOV, DFSVX and DFSV.
Is gold worthy of a place in our portfolios?  Probably not but Paul talks about his gold position and why bonds are likely a lot better.
He also discusses the important decision to choose buy and hold over market timing.  He references the following article from Truth Teller Ben Carlson:


Don’t Take Financial Advice From Hedge Fund Managers