The Four Fund Portfolio Yields Higher Returns

I'm confused by all the small cap value etfs?... They all seem to be different... Which is best?...

i wish the total market etfs like vti and itot had a more balanced approach... they seem extremely correlated with the S&P

I love that man as he sounds very honest

This is good advice, but I dont like 100 years analysis. The world has changed so much. Also, I do not have even 40 years time horizon. A video like this would probably attract most audience from people between age 30 and 60. I am more interested in the last 10 to 15 years, maybe 20, and talk about a strategy that is good for the next 10 to 20 years or so. I am sure he has other videos with such focus.

This is misleading, I’m sorry. 2000 to 2009R right before and right after two major busts. And if you switch it to 2002 to 2011 you would get a very different outcome. So viewers beware of the 10 year periods that they select to explain. I understand his point which is simply that there are timings that could get you into trouble. However, you should take a critical stance on these selected.

What ETF's would you utilize on M1 to engage in this four find strategy? If it's published, where can it be found?

Paul can write down everything you need to know on a pin head. With age comes wisdom. So thankful to have his foundation help so many people with simplified how-to invest instruction. Simply a carbon copy of Jack Bogle.

Excellent, I hope more investors find you. Thank you for enlightening me. I appreciate the fact based analysis.

It would be really interesting to see where the Wellington Fund (VWELX) fits into these charts.

Would you prefer VOO or VV for this fund?

I already have an M1 account - can you provide a link to your 4-Fund Pie so that I can copy it to my account?

AVUV: Small Cap Value (US)
AVDV: Small Cap Value (Intl)
VTI: Total Market Index (US)
VXUS: Total Market Index (Intl)

I was wondering why a total market fund like VTSAX was not included in the analysis regardless of their weighting of value and SC stocks? I would have loved to see it included just to get a view on how it actually performed.

Can we assume that your return data includes reinvested dividends?

Loved the presentation and THANK YOU! Question I have is where do the Mid Caps fit - Mid cap Value and Mid Cap Bblend? Also, should growth funds in all three segments (lg, mid, small) be part of the portfolio? If yes, what % / weight of each?