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In this Podcast, Paul, Chris, and Daryl describe the Sound Investing Portfolios and their background, rationale, construction, and performance. 



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00:00 - Intro

02:00 - DFA Background

05:47 - Portfolio Rationale

11:45 - Allocations

14:11 - Backtesting & Comparisons

19:32 - Rewards of Diversification

28:42 - Differing Good Times

32:40 - 70/30 US/Int'l Portfolios

35:05 - Which Funds?

39:08 - Close

 

During the Podcast the following tables were referenced:

✅⁠Table H1a - Sound Investing Portfolios: Asset Allocations (50% U.S. / 50% Int’l)⁠ 

✅ ⁠Table H2a - Sound Investing Portfolios: Comparative Data (50% U.S. / 50% Int’l)⁠ 

✅ ⁠Table H3a - Sound Investing Portfolios: Annual Returns (50% U.S. / 50% Int’l)⁠ 

✅ Table H4a - Sound Investing Portfolios: Quilt Chart (50% US / 50% Int'l)

✅ ⁠Table H1b - Sound Investing Portfolios: Asset Allocations (70% U.S. / 30% Int’l)⁠ 

✅ ⁠Table H2b - Sound Investing Portfolios: Comparative Data (70% U.S. / 30% Int’l)⁠

✅ ⁠Table H3b - Sound Investing Portfolios: Annual Returns (70% U.S. / 30% Int’l)

✅ Table H4b - Sound Investing Portfolios: Quilt Chart (70% US / 30% Int'l)

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