This podcast is the 4th in a series of our series to help do it yourself investors build a lifetime investment strategy.
The presentation uses the following tables:
Table C1 - Fixed Contributions: S&P 500 Equity Portfolio
Table C14 - Fixed Contributions: US 2-Fund Equity Portfolio
Table C11 - Fixed Contributions: US All Value Equity Portfolio
Table C8 - Fixed Contributions: WW 4-Fund Equity Portfolio (50% US/50% Int'l)
Topics of discussion How the Fixed Contribution Tables are constructed How to use the tables to select the best equity portfolio How the addition of fixed income will impact the accumulation period The importance of using a combination of more than one equity asset class The long term impact of every additional 10% equity The importance of young investors maintaining good behavior Why declining markets helps during early years of investing