Small Cap Growth Funds Outperform Large Cap Value Funds

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Paul Z: You have a stock portfolio that is tilted towards large cap value. And what you are missing there is small cap funds, he says. Over many decades of timesmall caps tend to outperform large caps, Paul Z writes. But I would not expect it to outperform its sort of generic equivalents over the long term necessarily, like it has for the past 14 or 15 years.

In this episode we answer emails from Connor, Paul and Paul Z. We discuss a new single bond ETF, Paul's risk parity style portfolio and AVUV vs. VIOV. And THEN we our go through our weekly and monthly portfolio reviews of the seven sample portfolios you can find at Portfolios | Risk Parity Radio.

Additional Links:

Connor's Article: Single-Bond ETFs Solve Some Key Investing Problems (wealthmanagement.com)

Analysis of Paul's Portfolio and Alternatives: Backtest Portfolio Asset Allocation (portfoliovisualizer.com)

Interview of Eduardo Repetto: Episode 43: Bogleheads on Investing – guest Eduardo Repetto, host Rick Ferri – Rick Ferri, CFA

AVUV Webpage: AVUV - Avantis® U.S. Small Cap Value ETF | Avantis Investors

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