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How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman | 134

Catching Up to FI

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Navigating Small Cap Value Investing

This chapter explores the intricacies of small cap value investing, highlighting its historical performance against the S&P 500. The discussion focuses on understanding the associated risks, the importance of risk management, and the need for a diversified portfolio. Additionally, the speakers share personal investment experiences and debate on the best strategies for younger investors, emphasizing sound principles and long-term strategies.

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