Fine-Tuning Your Asset Allocations 2020 Update

Sound Investing · Feb 26, 2020 · 1h

Do you want to have a better idea of the range — or returns and risks of loss — that different equity asset classes have generated over a long period of time? In this podcast, Paul discusses 5 tables covering the S&P 500, Worldwide Equity (50% U.S./50% International), Worldwide Equity (70% U.S./30% International), All Value (50% U.S./50% International) All Value (70% U.S./30% International). In each case the table will show 50 years of annual returns of the equity portfolio, as well as returns with 9 different combinations of fixed income and equity. It will be helpful to listen to Paul’s…