Investing in Small Cap Value Funds

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Paul Merriman is setting up a fund for his new grandchild which will be half S&P 500 and half small cap value. If you are looking for options there are a couple of options here I think you could try. You might not have any US stocks and you may want to combine that with a US fund.

In this episode we answer emails from Charlie, Jimi and Freya. We provide explanations of the concepts of rebalancing and reallocation, talk about a listener's favorite sound clip and about creating a simple starter portfolio for a very small U.K. investor. And we take a poke at the new Morningstar report on retirement forecasting and projected safe withdrawal rates, and the vast changes they made from last year.

Links:

New Morningstar Report: 2022 Retirement Withdrawal Strategies Report | Morningstar

Michael Kitces Optimal Rebalancing Article: Optimal Rebalancing – Time Horizons Vs Tolerance Bands (kitces.com)

Ernest P. Worrell: Ernest P. Worrell - Wikipedia

Jim Varney: Jim Varney - Wikipedia

"Hey Vern It's Earnest" Clip: Hey Vern It's Ernest.m4v - YouTube

Paul Merriman "Sound Investing" Podcast on Portfolio for Grandchild: How to Create a Financial Legacy for a Child - Sound Investing | Podcast on Spotify

Portfolio Charts "My Portfolio" Analyzer: MY PORTFOLIO – Portfolio Charts

ISVL Fund Page: iShares International Developed Small Cap Value Factor ETF | ISVL