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The Good, Bad, Ugly and Average Risk and Returns of Small Cap Value, S&P 500 and 2 and 4 Fund Portfolios
Manage episode 467468771 series 2784377
The purpose of this podcast/video is to help investors understand the likely risk and return parameters of small cap value, S&P 500, 2 Fund Portfolio (50% each SCV/S&P) and 4 Fund Portfolio (25% each SCV/S&P/SCB/LCV). In each case the best, worst, and average 1, 2, 3, 5, 10. 15, 20, 25, 30, 35, 40 year returns are listed.
The following tables are discussed:
S&P 500 Historical Risk and Return
US SCV Index Portfolio Historical Risk and Return
US 2 Fund Index Portfolio Historical Risk and Return
US 4 Fund Index Portfolio Historical Risk and Return
Also the risk and return page from the Sound Portfolios is referenced.
496 episodes
Manage episode 467468771 series 2784377
The purpose of this podcast/video is to help investors understand the likely risk and return parameters of small cap value, S&P 500, 2 Fund Portfolio (50% each SCV/S&P) and 4 Fund Portfolio (25% each SCV/S&P/SCB/LCV). In each case the best, worst, and average 1, 2, 3, 5, 10. 15, 20, 25, 30, 35, 40 year returns are listed.
The following tables are discussed:
S&P 500 Historical Risk and Return
US SCV Index Portfolio Historical Risk and Return
US 2 Fund Index Portfolio Historical Risk and Return
US 4 Fund Index Portfolio Historical Risk and Return
Also the risk and return page from the Sound Portfolios is referenced.
496 episodes
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