Paul discusses the annual update of Callan’s colorful “Periodic Table of Investment Returns 1999-2017” and suggests you view the table while listening: https://www.callan.
DON’T LISTEN TO THIS PODCAST if you don’t like numbers. Many unexpected things happened in 2017. To understand them it’s important to look at the numbers. This discussion includes a comparison of large cap, small cap, growth, value, U.S. and international asset class returns. There is also a comparison of 1- and 15-year returns for Vanguard, DFA and the average mutual fund in all the major asset classes that Paul hopes you will have in your portfolio.
What to do about bonds is probably the most common question I get from investors. In some ways it is the simplest of investment decisions but it can be made difficult due to emotional hurdles. In this podcast Paul reviews several past articles on bonds. Here are the links to those articles: “Why bonds are the most important asset class” and “Bonds: Buy, sell or hold?” He also suggests listening to a podcast recorded several years ago.
That podcast covers the following topics: