Fund Performance Overview - February 2025

In this episode we answer emails from Richard, Robert and Jacob.  We discuss Richard's generosity and excellent example as a role model, an ill-conceived and biased critique of small cap value allocations, why you probably should not use popular personal finance gurus as retirement role models due to their workaholism and hoarding behaviors, and why having too much cash or very short term bonds in a portfolio is not a good idea.

And THEN we our go through our weekly portfolio reviews of the eight sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional links:

Father McKenna Center Donation Page:  Donate - Father McKenna Center

ERN Small Cap Value Article of 2 December 2024:  Small-Cap Value Stocks: Diversification or Di-WORSE-fication? - Early Retirement Now

First Merriman Response to SCV Article:  The True Story About Small Cap Value

Supplemental Merriman Responses To SCV Article:  Why should small cap value make higher returns?

Testfolio Comparison Of IWN vs. IJS vs. VISVX vs. DFSVX vs VFINX Since July 2000:  https://testfol.io/analysis?s=gkqbgk7mzka

Shannon's Demon Article Re Math Of Diversification:  Unexpected Returns: Shannon's Demon & the Rebalancing Bonus – Portfolio Charts

ERN Safe Withdrawal Rate Post of 15 April 2016:  Pros and cons of different withdrawal rate rules - Early Retirement Now

Michael Batnick Article re Shifting In CAPE Ratio:  Stocks Are More Expensive Than They Used to Be

Rick Ferri Interview:  Show Us Your Portfolio: Rick Ferri | Why a Simple Approach Beats 90% of the Pros

Core 4 Portfolios:  Process – Core-4

Rob Berger Interview (with transcript):  Bogleheads on Investing with Rob Berger – Episode 48 - The John C. Bogle Center for Financial Literacy

Interview of Michael Kitces Re Problems With TIPS Ladders:  Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning | Morningstar

Support the show