Why should small cap value make higher returns?
In this first Q&A podcast of 2025, Paul, Daryl, and Chris discuss several listener questions and expand on Paul's rebuttal of Big ERN's recent criticisms of diversifying with small-cap value.
0:00 – Introduction
0:29 – Responding to Big ERN's critique
2:11 – Small-cap value lumpsum vs. dollar-cost averaging
6:38 – Daryl's take on SCV's premium persistence
8:46 – Chris' take on SCV's premium persistence
15:50 – Paul highlights the random timing of SCV vs. S&P500 returns
19:50 -- Are there good alternatives to Vanguard's Wellesley fund?
26:18 -- Does 2 Funds for Life mean no SCV in retirement?…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.