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Should You Manage Your Investments Yourself or Hire a Professional?

Sound Investing

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The S&P 500 and Small Cap Value - What Does That Mean?

The S&P 500 and small cap value compounded at 12.7%, not 14, not 11.3%. And that's what you would expect somewhere in between. The 50 50 portfolio compounded at 10.3%; remember it was about a 25% worst drawdown. Now it's 20 point, 27.7%. What we're looking for is some sort of combination that gives you a piece of mind; that's the key.

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