The purpose of this podcast/video is to help investors understand the likely risk and return parameters of small cap value, S&P 500, 2 Fund Portfolio (50% each SCV/S&P) and 4 Fund Portfolio (25% each SCV/S&P/SCB/LCV). In each case the best, worst, and average 1, 2, 3, 5, 10. 15, 20, 25, 30, 35, 40 year returns are listed. The following tables are discussed:
S&P 500 Historical Risk and Return
US SCV Index Portfolio Historical Risk and Return
US 2 Fund Index Portfolio Historical Risk and Return
US 4 Fund Index Portfolio Historical Risk and Return
Also the risk and return page from the Sound Portfolios is referenced.
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