The one asset class you must own

Paul Merriman
Paul Merriman
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Published 2022-08-10
Paul presents, “The #1 Reason I Want Small Cap Value in Your Portfolio” with compelling evidence as to why SCV should be the one asset class you must own. This is further illuminated by the tables and charts shown in the video presentation and available in the slide show and handout. (links below). This presentation was recorded at the “Retiremeet 2022” conference, sponsored annually by our friends at Vestory and billed as “The Northwest’s Premier Retirement Event.”

Click here for handout: 7112649.fs1.hubspotusercontent-na1.net/hubfs/71126… OUT Paul Merriman Retiremeet-2022-Final.pdf

Click here for the slide show: 7112649.fs1.hubspotusercontent-na1.net/hubfs/71126… RETIREMEET PAUL MERRIMAN.pdf

Learn more about to the event:

   • Video  

View all the event presentations:
retiremeet.com/presentations

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All Comments (8)
  • @jrbustam
    Thanks Paul, impact of SCV is absolutely clear. The second most important thing is WHICH SCV fund or ETF to use. For a person using FIDELITY, which fund/ETF have you found that should be used? FISVX? or would the preference be VBR? (I don't know if it would have a fee as I'm not using Vanguard's platform).
  • @blackfiree91
    Imagine if John the Baptist was telling everyone - “cmon down and get baptized, you could go to heaven. We don’t know for sure, but its possible, i’m saying its possible folks”
  • @wanderingdoc5075
    What do you think of international small cap value? Would you recommend a tilt to that in a portfolio or just stick to the domestic small cap.
  • @doug2731
    Speculating on factors is akin to speculating on individual stocks. Who knows if it will outperform at the right time as you withdraw for retirement? All you can do is cross your fingers and hope your retirement doesnt fall into one of the DECADES where SCV performs badly.