
Sound Investing
The Good, Bad, Ugly and Average Risk and Returns of Small Cap Value, S&P 500 and 2 and 4 Fund Portfolios
Feb 19, 2025
48:53
The purpose of this podcast/video is to help investors understand the likely risk and return parameters of small cap value, S&P 500, 2 Fund Portfolio (50% each SCV/S&P) and 4 Fund Portfolio (25% each SCV/S&P/SCB/LCV). In each case the best, worst, and average 1, 2, 3, 5, 10. 15, 20, 25, 30, 35, 40 year returns are listed.
The following tables are discussed:
S&P 500 Historical Risk and Return
US SCV Index Portfolio Historical Risk and Return
US 2 Fund Index Portfolio Historical Risk and Return
US 4 Fund Index Portfolio Historical Risk and Return
Also the risk and return page from the Sound Portfolios is referenced.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.