The Simple Story About 2 Funds for Life

Sound Investing · May 10, 2023 · 47m

Paul discusses ways a parent or grandparent might explain 2 Funds for Life to a young adult. In the discussion Paul suggests using the following tables to make a handful of important decisions.

Tables 1-4 from his Follow the Math comments-

Table 1

Table 2

Table 3

Table 4

Equity Index Returns (1928-2022) to compare the returns of major equity asset classes

Table B13 to show what happens when you combine a small amount of small cap value with a mostly bond portfolio

Table B14A to show the impact of combining a small amount small cap value with a large cap blend fund

The first objective is to…