12 more Small Cap Value Q&A's from AAII NYC
The following questions were sent from the October 11, 2023 presentation to the NYC AAII Chapter.
You can watch the video here- https://www.youtube.com/watch?v=QjFlcDAlH1k
Chris Pedersen's section starts at 59:00. Paul and Chris conclude with a Q&A session.
If I have a pension and social security that cover my cost of living, is it inappropriate to have 100% of my long term portfolio in stocks?
How should I create a do it yourself target date fund using one of your Sound Investing portfolios?
What are the tax implications of the portfolios you recommend? Are some better for taxable accounts?…
The skinny
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