The Four Fund Combo is built on four index funds (or exchange-traded funds) that include the most basic U.S. equity asset classes: large-cap blend stocks (the S&P 500 SPX, +0.27%, in other words), large-cap value stocks, small-cap blend stocks, and small-cap value stocks.


Podcast

How to build the best comeback portfolio

 

Article

Market got you down? How to construct a comeback portfolio

 

Tables

Equity Index Returns: 1, 15 & 40-yr Periods (1928-2024)

Fine Tuning Table – 4-Fund Combo 2024

Quilt Charts
Fixed Income Returns (1928-2024)