The #1 Two Equity Fund Portfolio
In the podcast, Paul introduces a new Fine Tuning Table that compares different combinations of two equity funds (S&P 500 and Small Cap Value), providing the best way to look at the risk and return implications of combining these two great asset classes. For over 20 years we have produced these tables representing combinations of an equity asset class, or equity portfolio, and different percentages of bonds.
The first table (Table 3) we produced many years ago compared the S&P 500 with bonds. Paul points out many ways to use this new table as a learning tool. The lessons focus on the range of…
The skinny
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