Sound Investing

Selecting the best small cap value, gold and the challenges of buy and hold


Listen Later

On November 16, 2024 Paul will speak to the L.A. Chapter of AAII via a Zoom presentation.  Here is the link:  

2 Funds to Own Forever, and How to Invest in Small Caps
In this podcast Paul addresses 4 major considerations when selecting a small cap value ETF.  His discussion compares the returns, along with 4 major factors, for AVUV, VBR, VB,, VIOV, DFSVX and DFSV.
Is gold worthy of a place in our portfolios?  Probably not but Paul talks about his gold position and why bonds are likely a lot better.
He also discusses the important decision to choose buy and hold over market timing.  He references the following article from Truth Teller Ben Carlson:

Don’t Take Financial Advice From Hedge Fund Managers

...more
View all episodesView all episodes
Download on the App Store

Sound InvestingBy Paul Merriman

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

326 ratings


More shows like Sound Investing

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

449 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

786 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,989 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

747 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

734 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,289 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

516 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

525 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

667 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

594 Listeners

The Long View by Morningstar

The Long View

886 Listeners

Simple, but Not Easy by Morningstar

Simple, but Not Easy

83 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

795 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

187 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

133 Listeners