In this Podcast, Paul, Chris, and Daryl describe the Sound Investing Portfolios and their background, rationale, construction, and performance.
00:00 - Intro02:00 - DFA Background05:47 - Portfolio Rationale11:45 - Allocations14:11 - Backtesting & Comparisons19:32 - Rewards of Diversification28:42 - Differing Good Times32:40 - 70/30 US/Int'l Portfolios35:05 - Which Funds?39:08 - Close
During the Podcast the following tables were referenced:✅ Table H1a - Sound Investing Portfolios: Asset Allocations (50% U.S. / 50% Int’l))✅ Table H2a - Sound Investing Portfolios: Comparative Data (50% U.S. / 50% Int’l))✅ Table H3a - Sound Investing Portfolios: Annual Returns (50% U.S. / 50% Int’l))✅ Table H1b - Sound Investing Portfolios: Asset Allocations (70% U.S. / 30% Int’l))✅ Table H2b - Sound Investing Portfolios: Comparative Data (70% U.S. / 30% Int’l))✅ Table H3b - Sound Investing Portfolios: Annual Returns (70% U.S. / 30% Int’l))
