The Performance of Small Cap Value in the Portfolio Charts Database

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Bruce Dickens: Small cap value had its greatest outperformance in the period from about 1975 to about 1987. He says you probably do not want to have a 100% equity portfolio if you're trying to maximize your withdrawals in retirement.Dickens: The sweet spot for most people seems to be between 50% and 60% in equities.

In this episode we answer questions from MyContactInfo, Wesley and Adam. In a tour de force presentation, we discuss Michael Mauboussin's book, "The Success Equation: Untangling Skill and Luck in Business, Sports and Investing", the implications of an all small-cap value portfolio and applying the ideas of Bruce Lee and Emerson to Jack Bogle's "Common Sense Investing". And we also take a frolic and detour into the Twilight Zone.

Links:

CFA Institute Book Review the The Success Equation: The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing (a review) (cfainstitute.org)

Twilight Zone Episode Clips: Twilight Zone: Of Late I Think Of Cliffordville - YouTube

Earn & Invest Podcast (#349) Interview of Paul Merriman: Are We Leaving Money on the Table? — Earn & Invest (earnandinvest.com)

Rational Reminder Podcast Interview of Vanguard's Former CIO: Episode 216: Gus Sauter: Vanguard's Former CIO on Indexing, Active Management, and Private Equity — Rational Reminder

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