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How’d we do in 2022?

Sound Investing

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The Four Fund Strategy - The S&P 500 and Small Cap Value

The two funds strategy, the S&P 500 and small cap value. When it has the best return, it out produces on average by 16.6%. Well, they underperformed in that regard last year as the two fund strategy was down about 9.4,. again versus the S&p 500 on its own around a little over 18%. And by the way, the winner last year was the two fund Strategy, all US value. That was down 3.1% still a loser, but a much less loss.

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