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The Ultimate Buy and Hold Portfolio 2023 Update

Sound Investing

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The S&P 500 and US Small Cap Value Returns

The most opened tables of all the tables we have is table B14A. It's a combination of returns, or the returns of a combination of the S&P 500 and US small cap value. And it's really neat because I suspect that not many people will hold in their equity position an all small cap value all the time. So you can see every 10% combination of how you might put these two asset classes together.

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