Sound Investing

The Good, Bad, Ugly and Average Risk and Returns of Small Cap Value, S&P 500 and 2 and 4 Fund Portfolios


Listen Later

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. 

...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

336 ratings


More shows like Sound Investing

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

The Stacking Benjamins Show

1,985 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

454 Listeners

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

Your Money, Your Wealth

805 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

757 Listeners

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

Retirement Answer Man

1,312 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

523 Listeners

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

The Retirement and IRA Show

750 Listeners

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

Big Picture Retirement®

538 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

666 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

197 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

601 Listeners

The Long View by Morningstar

The Long View

907 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

188 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

150 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

866 Listeners