Sound Investing

← Sound Investing26 Aug · 1 h 07 min

Paul and Chris Follow-Up: The Rick Ferri Small-Cap Value Debate

Paul and Chris Follow-Up: The Rick Ferri Small-Cap Value Debate26 Aug1 h 07 min

<p>Paul and Chris reflect on Paul&rsquo;s recent discussion with Rick Ferri. Paul adds information he wished he&rsquo;d included, and Chris reacts to Paul and Rick&rsquo;s positions. Together, they discuss the behavioral, trust, and performance benefits and trade-offs of seeking meaningful diversification by adding Small-Cap Value to a portfolio.</p><p><strong>CHAPTERS</strong></p><p>00:00:00 &ndash; Intro<br>00:02:50 &ndash; Chris&rsquo; 30k Foot View<br>00:06:16 &ndash; Mid-caps?<br>00:10:40 &ndash; Tot. Mkt. vs. S&amp;P 500<br>00:20:15 &ndash; Trust and Change<br>00:25:45 &ndash; Table G1b<br>00:28:50 &ndash; VT vs. AVGE<br>00:42:20 &ndash; Dollar-Cost-Averaging<br>00:52:00 &ndash; Paul&rsquo;s Grandson&rsquo;s Question<br>00:53:08 &ndash; Gold funds<br>00:59:40 &ndash; Travel plans<br>01:02:20 &ndash; Outro</p><p><a href="https://youtu.be/u9B17Zz1Exc">Watch the video on YouTube</a></p><p><a href="https://irp.cdn-website.com/6b78c197/files/uploaded/Table+G1b+-+Fine+Tuning+Table+-+S-P+500+vs+US+SCV+Equity+Portfolio+-+Out-Performance.pdf">Table G1b &mdash; Fine Tuning Table: S&amp;P 500 vs. US Small Cap Value</a></p>