Bootcamp #3 Sound Investing Portfolios

In this Podcast, Paul, Chris, and Daryl describe the Sound Investing Portfolios and their background, rationale, construction, and performance.
00:00 - Intro
02:00 - DFA Background
05:47 - Portfolio Rationale
11:45 - Allocations
14:11 - Backtesting & Comparisons
19:32 - Rewards of Diversification
28:42 - Differing Good Times
32:40 - 70/30 US/Int'l Portfolios
35:05 - Which Funds?
39:08 - Close
During the Podcast the following tables were referenced:
✅⁠ Table H1a - Sound Investing Portfolios: Asset Allocations (50% U.S. / 50% Int’l)⁠ irp.cdn-websit...
✅ ⁠Table H2a - Sound Investing Portfolios: Comparative Data (50% U.S. / 50% Int’l)⁠ irp.cdn-websit...
✅ ⁠Table H3a - Sound Investing Portfolios: Annual Returns (50% U.S. / 50% Int’l)⁠ irp.cdn-websit...
✅ Table H4a - Sound Investing Portfolios: Quilt Chart (50% US / 50% Int'l)
irp.cdn-websit...
✅ ⁠Table H1b - Sound Investing Portfolios: Asset Allocations (70% U.S. / 30% Int’l)⁠ irp.cdn-websit...
✅ ⁠Table H2b - Sound Investing Portfolios: Comparative Data (70% U.S. / 30% Int’l)⁠ irp.cdn-websit...
✅ ⁠Table H3b - Sound Investing Portfolios: Annual Returns (70% U.S. / 30% Int’l) irp.cdn-websit...
✅ Table H4b - Sound Investing Portfolios: Quilt Chart (70% US / 30% Int'l)
irp.cdn-websit...

[@mr2981]

Paul & Co., I will post this every time you put up a new video, but thank you for everything you guys do.

[@douglas.aguirre]

it should have a "like 100x" button for this kind of content... a lot of knowledge from those gentleman's!

[@paulshepherd2289]

More great information. Thank you!

[@Kep19901]

You all are doing great work, keep it up. Im awaiting Chris's changes (if any) to the best ETFs recommendations!

[@jindalapoorv]

Thank you for this video, i cant seem to find the bootcamp#1 and bootcamp#2 yet

[@paulmerriman2947]

We are waiting for #1 as the numbers we need from Fama and French don't come out until February. We could have held up the whole series until they came out but decided to put out #3 ASAP. I have recorded #2 and it will be released next week and hopefully #1 will come after that.

[@jindalapoorv]

@paulmerriman2947 thanks paul for your work. What is the source of this data? How confident can we feel that an etf can replicate this data practically in the event that the data is purely academic from Fama French.

[@kitsu0099]

Paul I’ve been fascinated by these boot camp videos. I binged watched the previous series last week. I just opened my IRA and am have so many questions! I’ve been debating between the 2 + 4 fund. In the quilt charts, would you say agree that in the years the SP500 is 1st, is because of large cap growth? If true, would a more optimal path for the US 2 fund be to use a large cap growth fund instead of the blend fund? You guys never mention mid cap value. What are your thoughts of replacing small cap blend with mid cap value? There are so many options! I thought about just using AVGE as a 1 fund set it and forget it. It seems close to your 70/30 UBH portfolio. Thoughts?

[@jindalapoorv]

The links in the description have data until 2023 while the video uses pdfs that have data for 2024 as well

[@paulmerriman2947]

Thanks for the alert. It is being fixed. Sorry!

[@PaulMerrimanSoundInvesting]

They are correct now.

[@jindalapoorv]

@@PaulMerrimanSoundInvesting Hi paul thanks for all the great work! Could you please add the latest tell tale chart(us scv vs sp500) as well! also wondering if you could cover in a video the wonderful tell tale chart that you have for US SV vs sp500, its so powerful to see US SCV performance vs sp500. Given the recent flat performance for last 15 years do you expect it to outperform soon? thank you very much!