Putting SCV to work with the S&P 500

Paul gives listeners a taste of what he will be discussing Sept. 25, 2021 at the Puget Sound Chapter of the American Association of Individual Investors (AAII) and at AAII’s virtual Annual Investor Conference Sept. 30 and Oct. 1. The title of the Puget Sound Chapter talk is, "The Ultimate Buy and Hold Strategy—on Steroids!” and for the Investor Conference it is, “20 Things You Should Know About Small Cap Value.”

Below in the notes, Paul asks for your feedback. For those attending the Conference, Paul invites you to join him Oct. 1 at 8:30 a.m. for a special Plenary Session wherein he will receive the James Cloonan Award For Excellence In Investment Education.

While in a recent podcast, S&P 500 vs. Small Cap Value NEW Fine Tuning Table, Paul discussed a new Fine Tuning Table — showing the year-by-year returns, along with the associated risk, of 11 combinations of the S&P 500 and a Small Cap Value index — in this podcast he continues that conversation, explaining how you can also put it to work during the accumulation and distributions period of your life.

He introduces another new Fine Tuning Table that reflects an equity portfolio that is equally divided between the S&P 500 and SCV, along with multiple percentages of fixed income.  He also compares a Table of Fixed Contributions using the S&P 500 and S&P/SCV as well as Fixed Distribution Tables reflecting the S&P 500  and 50/50 S&P 500/SCV.  

Paul asks a favor of his listeners.  Please let him know: What combination of S&P 500 and SCV would be comfortable for you? Send your response to paul@paulmerriman.com and please include your age and retired vs. non retired status.

Many thanks to Daryl Bahls, our Director of Analytics for these and more than 150 tables prepared for The Merriman Financial Education Foundation to help you be a better investor.