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Three Keys to Long Term Investment Success

Sound Investing

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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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