Expected future returns, difference in total market returns, lessons from 1928 to 2023 risk and return and more
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Chris Pedersen and Daryl Bahls join Paul to answer questions from investors of all ages.
1: I hold a REIT fund in my tax deferred account but have found other funds include REITS. Am I overweighted in REITS and what should I do about it?
2: Are all total market index funds created equal? Should there be meaningful differences in returns? Chris compares the returns of 4 total market funds using Portfolio Visualizer.
3. I am a 79 year old retiree who wants to use your 2 Funds for Life strategy. How do you recommend I put my portfolio together?
4. How would I establish an…
The skinny
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