mmmm... watching this makes me very conflicted... I want to put in much more small cap value, but i also know that I'm older and 15 years till retirement might not give me enough time to capture the awesome returns it provides... any thoughts ? my portfolio is vti 70/vxus 10/ bnd 10/ and 10 in Avuv (small cap value)
Thank you to all 3 of you for taking the time to talk through this information AND explain with your own real-world/life examples. It is helping this 38-year-old investor immensely make portfolio allocation changes to my buy and hold accounts with data, knowledge, and expertise behind said decisions.
Thanks Kurt. It always impresses me how much time Daryl and Chris will put into making this info meaningful. I hope you are able to catch Chris' AAII presentation on the 21st. I'm not going to miss it!
Great Q&A! Makes it easier for me to hold down to the currently underperforming small and value funds. Thank you Paul, Chris and Daryl for all you do, much appreciated.
I appreciate all the work you do. Can I have your opinion on buying VTWAX for a retirement account? I’m thinking to add 10% of VSIAX to VTWAX. Is It a good idea? This is my Roth IRA portfolio VTWAX 90%, VBTLX 10% . I’m 41 years old. Can you include my questions in your next money talk event 10/21/20? Thanks.
Awesome work by these extraordinary individuals!!! Much appreciated for all the effort and dedication you put into the foundation and the individual investor financial education.
mmmm... watching this makes me very conflicted... I want to put in much more small cap value, but i also know that I'm older and 15 years till retirement might not give me enough time to capture the awesome returns it provides... any thoughts ? my portfolio is vti 70/vxus 10/ bnd 10/ and 10 in Avuv (small cap value)
Thank you sir, am a young investor, and this one hour is worth more than gold
Very good session. Very informative. Please keep it going...
Thanks Yeudy. We will keep it going as long as we find it helpful to our "students." The response to the information has been gratifying.
Thank you to all 3 of you for taking the time to talk through this information AND explain with your own real-world/life examples. It is helping this 38-year-old investor immensely make portfolio allocation changes to my buy and hold accounts with data, knowledge, and expertise behind said decisions.
Thanks Jami. Your feedback means a lot to us. Let us know when our information needs further explanation.
Love the discussion and the analysis with all the numbers! Thank you so very much!
Thanks Kurt. It always impresses me how much time Daryl and Chris will put into making this info meaningful. I hope you are able to catch Chris' AAII presentation on the 21st. I'm not going to miss it!
Great Q&A! Makes it easier for me to hold down to the currently underperforming small and value funds. Thank you Paul, Chris and Daryl for all you do, much appreciated.
Our pleasure! Thank you for watching. Please share this with your friends and family if you think they will find it interesting.
Will it be a data comparison like the 4 Fund showed here for the Ultimate Buy and Hold strategy?
I appreciate all the work you do. Can I have your opinion on buying VTWAX for a retirement account? I’m thinking to add 10% of VSIAX to VTWAX. Is It a good idea? This is my Roth IRA portfolio VTWAX 90%, VBTLX 10% . I’m 41 years old. Can you include my questions in your next money talk event 10/21/20? Thanks.
Hi Mario, would you please send your question to info@paulmerriman.com? Thank you.
I already sent my questions. Thanks!
Awesome work by these extraordinary individuals!!! Much appreciated for all the effort and dedication you put into the foundation and the individual investor financial education.