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

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.CHAPTERS00:00:00 – Intro00:02:50 – Chris’ 30k Foot View00:06:16 – Mid-caps?00:10:40 – Tot. Mkt. vs. S&P 50000:20:15 – Trust and Change00:25:45 – Table G1b00:28:50 – VT vs. AVGE00:42:20 – Dollar-Cost-Averaging00:52:00 – Paul’s Grandson’s Question00:53:08 – Gold funds00:59:40 – Travel plans01:02:20 – OutroWatch the video on YouTubeTable G1b — Fine Tuning Table: S&P 500 vs. US Small Cap Value