This is the fourth in the series of 8 to 10 podcasts, videos, tables and articles that will be found under Bootcamp and Best advice.
Podcast
Fine Tuning Your Asset Allocation 2024 Update
Video
Fine Tuning Your Asset Allocation 2024 Update
MarketWatch Article
My wife and I are 78. This is how we manage investment risk without panicking.
Tables
9 Fine Tuning Your Asset Allocation Tables
S&P 500 (Table B1)
U.S. 2-Fund (50/50 S&P and Small Cap Value) (Table B9)
Fine Tuning Table: S&P 500 vs US SCV Equity Portfolio - Out-Performance
Disclosures
Data Disclosure Notice - Funds (1970-Present)
Data Disclosure Notice - Indexes (1928-Present)
