
← Sound Investing26 aug · 1 u 07 min
Paul and Chris Follow-Up: The Rick Ferri Small-Cap Value Debate
<p>Paul and Chris reflect on Paul’s recent discussion with Rick Ferri. Paul adds information he wished he’d included, and Chris reacts to Paul and Rick’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 – Intro<br>00:02:50 – Chris’ 30k Foot View<br>00:06:16 – Mid-caps?<br>00:10:40 – Tot. Mkt. vs. S&P 500<br>00:20:15 – Trust and Change<br>00:25:45 – Table G1b<br>00:28:50 – VT vs. AVGE<br>00:42:20 – Dollar-Cost-Averaging<br>00:52:00 – Paul’s Grandson’s Question<br>00:53:08 – Gold funds<br>00:59:40 – Travel plans<br>01:02:20 – 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 — Fine Tuning Table: S&P 500 vs. US Small Cap Value</a></p>