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Episode 206: Mauboussin, Cowbell and Bogle, Oh My!

Risk Parity Radio

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The Performance of Small Cap Value in the Portfolio Charts Database

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.

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