The Ultimate Buy and Hold Portfolio 2023 Update
Sound Investing
00:00
How to Add 10% Small Cap Value to Your Portfolio
The next step is definitely a home run. You have just added almost $1.9 million to the value of your portfolio over this 53-year period with that one simple step. Now you might say those are pretty risky companies, those small company growth companies or value companies because they're both in that small cap blend portfolio. But we do see that by adding REITs to the portfolio, while the return only goes up $600,000, it does add because it reduces the volatility. And it is reducing the volatility down to a rate lower than the starting benchmark S&P 500.
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