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cover of episode Best in Class 2019 Returns plus 12 Q & A

Best in Class 2019 Returns plus 12 Q & A

2020/1/8
logo of podcast Sound Investing

Sound Investing

Shownotes Transcript

Paul discusses the comparative returns from the Vanguard, DFA and Best-In-Class Portfolios for 2019). He also responds to 12 questions from listeners and readers of paulmerriman.com)’s podcasts, articles, videos, books and recommendations for mutual funds, ETFs, 401k’s, the Ultimate Buy-and-Hold Portfolio and more.  To learn more about comparative returns, take a look at the 2-4 Fund Combo Returns 1928-2018).

12 Q&A

  1.  How does the new Fidelity Small-Cap Value (FISVX) compare to our IJS and SLYV?  10:24

  2.  What’s a good Vanguard Small-Cap Value Fund for a 66-year-old investor? 15:00

  3.  Do you really recommend large and small-cap growth funds? 18:30

  4.  Why are you so high on DFA funds? 21:00

  5.  What’s your plan for helping kids with their IRAs? 26:44

  6.  When will you be updating the S&P 500 Fine-Tuning Table? 31:49

  7.  What does a long-time client of Paul’s old firm have to say? 33:50

  8.  Where can an investor find historical data on stock and bond returns? 38:23

  9.  What about supplying transcripts of your podcasts? 41:36

  10.  Which is better: VTWW or FISVX small-cap value funds? 47:54

  11.  How do Vanguard Value Index and Vanguard Equity Index funds compare? 50:54

  12.  How much would $20,000 become in 45 years if I invest it in small-cap value? 53:04