3min chapter

The Money with Katie Show cover image

How to Start Investing Successfully with Just Two Funds

The Money with Katie Show

CHAPTER

Investing in Small Cap Value in Retirement

In the book, i outline an approach that starts with about 60 or 70 % in small cap value in the early years and ramps down to zero around retirement. And then the other one starts out with a hundred % inSmall Cap Value in the years and rampes down to 20% for retirement. There's not much more risk in the second one because it increases volatility but leaves you with more money.

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