Bootcamp #3 Sound Investing Portfolios

Sound Investing · Feb 5, 2025 · 41m

In this Podcast, Paul, Chris, and Daryl describe the Sound Investing Portfolios and their background, rationale, construction, and performance.

00:00 - Intro

02:00 - DFA Background

05:47 - Portfolio Rationale

11:45 - Allocations

14:11 - Backtesting & Comparisons

19:32 - Rewards of Diversification

28:42 - Differing Good Times

32:40 - 70/30 US/Int'l Portfolios

35:05 - Which Funds?

39:08 - Close

During the Podcast the following tables were referenced:

✅ Table H1a - Sound Investing Portfolios: Asset Allocations (50% U.S. / 50% Int’l)

✅ Table H2a - Sound Investing Portfolios: Comparative Data (50%…