4min 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

You could definitely do that. It's a little bit more aggressive than the 90 ten, because you've got this 20 %. But in 20 years, the small cap value will probly outgrow the target date fund. Even though you're only putting 20 % in, your allocation could grow to 30% or 40%. So it's kind of interesting, tricky thing to navigate for every everybody's different. My parents are retired. They are living on pension income from my dad's old employer. And they basically took their holdings to some asset manager and said, we want 20 thousand a year, or 30 thousand year, or whatever it is,. He was like, a ye, that's

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