Paul & Chris Tackle 10 of your Investing Questions

About this episode

Paul and Chris answer 10 listener questions covering various investing topics.

Paul and Chris answer 10 listener questions in one hour — covering asset allocation, investor behavior, funds, indexes, and fund management. They also dig into Daryl Bahls' hot-off-the-press alternative portfolio analysis. CHAPTERS 00:00 — Intro 01:11 — Funds vs. their indexes 06:04 — Which asset can I drop? 10:50 — Buy and hold for a lifetime? 16:04 — Tracking errors 20:24 — How many years to trust a strategy? 27:05 — The impact of 10% cash 28:18 — What's a "good enough" return? 31:57 — The new worldwide 4-fund portfolio 42:29 — Too old for small-cap value? 44:56 — Avantis and DFA 48:27 — AVES for emerging markets value 54:04 — Outro LINKS & FILES Sound Investing Quilt Charts Callan Periodic Table of Investment Returns Two Funds for Life Calculator Lifetime Investment Calculator Daryl's 4-Fund Portfolio Analysis (WW 4-Fund) Other Fine Tuning Tables (50/50) 2FFL Fine Tuning Table — Allocations Watch Video Here

People in this episode

Host: Paul Merriman

Guest: Chris

Topics covered

• investing questions
• asset allocation
• investor behavior
• funds
• indexes
• fund management
• alternative portfolio analysis

Keywords

• asset allocation
• investor behavior
• fund management
• tracking errors
• cash impact
• 4-fund portfolio
• small-cap value

Mentioned in this episode

Organizations: Avantis, DFA

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