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DCA vs. Lump Sum, Not Trusting SCV, Maximizing Roth, Moving From Ultimate B/H to Smaller Portfolio and More

Sound Investing

CHAPTER

Investment Strategies: Navigating Inheritance and Small-Cap Value

This chapter delves into investment strategies for newly inherited money, comparing lump-sum investment with dollar-cost averaging. It also examines small-cap value stocks' performance and offers advice on portfolio management, emphasizing diversification and addressing volatility concerns.

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