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How to Bake a Cake: An Asset Allocation Mashup | Rick Ferri & Paul Merriman

Sound Investing

CHAPTER

Navigating Small Cap Value vs. S&P 500

This chapter explores the investment landscape of small cap value stocks in contrast to the S&P 500, discussing their historical performance and associated risks. Personal anecdotes illustrate the complexities and emotional challenges of investing, particularly for those starting later in their journeys. The conversation emphasizes the significance of diversification, long-term perspectives, and the principles of wise investing, while critiquing the reliability of historical data in future predictions.

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