4 Fund Solution


In this podcast Paul reviews the returns of combining into one portfolio the S&P 500, large cap value, small cap blend and small cap value. He answers questions most investors have: What happens to the risk and return over the short to long term? What happens to the best and worst returns? If this is the first of the Performance Series podcast you have heard, Paul recommends you review the four MW articles on the pertinent asset classes. He has prepared a new table to support the 4 asset classes as well as the combination of all four.