• Why should small cap value make higher returns?

  • Jan 15 2025
  • Length: 56 mins
  • Podcast

Why should small cap value make higher returns?

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  • Summary

  • In this first Q&A podcast of 2025, Paul, Daryl, and Chris discuss several listener questions and expand on Paul's rebuttal of Big ERN's recent criticisms of diversifying with small-cap value.

    0:00 – Introduction

    0:29 – Responding to Big ERN's critique

    2:11 – Small-cap value lumpsum vs. dollar-cost averaging

    6:38 – Daryl's take on SCV's premium persistence

    8:46 – Chris' take on SCV's premium persistence

    15:50 – Paul highlights the random timing of SCV vs. S&P500 returns

    19:50 -- Are there good alternatives to Vanguard's Wellesley fund?

    26:18 -- Does 2 Funds for Life mean no SCV in retirement?

    29:35 -- Why not let Buffet manage our money in BRK.B?

    33:52 -- What portfolio to get a 3.6% safe withdrawal rate in retirement?

    38:53 -- Which accounts do we tap for our annual spending needs?

    49:39 -- Why doesn't the Portfolio Configurator include REITs and emerging markets?

    54:52 -- When will the Best-in-Class ETF recommendations be updated?

    These tables were referenced-

    Table G-1b - Fine Tuning Table: S&P 500 vs US SCV Equity Portfolio - Out-Performance


    Tell-Tale_Charts

    2 Funds for Life PDF

    2 Funds for Life on Amazon


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