Navigating Investment Strategies: Balancing Equities and Fixed Income

Here is the video link-

This is the 4th in a series of 9 Boot Camp videos/podcasts.  

The previous three segments covered :

1. Stocks vs. Bonds
2. The Ultimate Buy and Hold Portfolio
3. Sound Investing Portfolios.

In this presentation Paul focuses on the differences between the risks and returns of different percentages stocks and bonds.  He also discusses one table that mixes different percentages of the S&P 500 and small cap value.Here are a couple of videos that focus on small cap value.

$13.83 Million? Yes Please! Paul Merriman’s Small Cap Value Strategy

The one asset class you must own