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

Risk Parity Radio

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Is It Unreasonable to Go All Small Cap Value During Accumulation?

Small cap value has a large tracking error with the rest of the market, which means it can tend to underperform or overperform. Most people holding that for a decade or more and watching it underperform would not be able to continue doing it. That being said, it probably should occupy a much larger space in your accumulation portfolio than is commonly recognized.

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