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New Study: S&P 500 vs 4 Fund Portfolio

Paul begins the podcast by noting a recent interview he had with Andrew Giancola of Master Money and the Personal Finance Podcast. The topic is “Simple Financial Steps With Massive Payoffs.”

In this podcast Paul discusses a new study that compares long term returns of the S&P 500 and the 4 Fund Portfolio. The study was motivated by an article written by Ben Carlson.

Paul discusses the same 20 year periods starting in 1930 and compares the results of The 4 Fund Portfolio to that of the S&P 500. He also makes the case, using one of his favorite quilt charts, that the 4 Fund Portfolio is not…

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