What You'll Learn

How the 10 equity asset classes build a diversified portfolio

Why small cap, value, and international stocks matter

How rebalancing affects long-term returns and risk

How to evaluate portfolios using real performance data

Podcast & Video

Key Takeaways

  1. Diversification across asset classes can increase long-term returns.
  2. Small cap and value stocks have historically added a return premium.
  3. International and emerging markets reduce reliance on U.S. markets.
  4. Rebalancing helps manage risk and capture market shifts.
  5. Asset allocation drives most long-term investment results.

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