Sound Investing

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


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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

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Sound InvestingBy Paul Merriman

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