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cover of episode Bootcamp 4- Fine Tuning Your Asset Allocation 2025 Update

Bootcamp 4- Fine Tuning Your Asset Allocation 2025 Update

2025/3/12
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Sound Investing

Shownotes Transcript

This is the 4th in a series of 9 Book Camp videos/podcasts.  

The previous three segments covered Stocks vs. Bonds), The Ultimate Buy and Hold Portfolio) and Sound Investing Portfolios.)

In this presentation Paul focuses on the differences between the risks and returns of different percentages stocks and bonds.  He also discusses one table that mixes different percentages of the S&P 500 and small cap value.Here are a couple of videos that focus on small cap value.

$13.83 Million? Yes Please! Paul Merriman’s Small Cap Value Strategy)

The one asset class you must own)