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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. 

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