Monday, April 12, 2021 8:47:48 PM
Swapping out Total Stock Market for 'stock' to hold small cap value instead (perhaps VISVX) and setting weightings to the broad AIM indicated average since 1972 ... resulted in a 11.2% annualised (7.1% annualised real) compared to 10.3% for all-stock. Worst (calendar) year -6.5% (compared to -37% for all-stock).
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