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3min chapter
Three Keys to Long Term Investment Success
Sound Investing
The S&P 500 and Small Cap Value
When you have 100% S&P 500, it was an 11% annualized return. If you just added 10% small cap value, it increased the return by 4 tenths of 1%. And that's a meaningful number no matter what age you are. You lost about 2% more one time over 12 months in order to pick up an additional 1%.
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