ilmscore | Prediction Details
"if somebody wants to have the total market index, I would say don't do the total market index. Do the S&P 500 for 85 90% of the portfolio, maybe 80% of the portfolio and just put small cap value in the rest. The difference the exposure to to risk will be virtually the same. But from everything the historians note, that value for the value portion of the portfolio is really where the action is in small cap."
By Erin Talks Money | August 9, 2025 | Pending
From video
4 Portfolio Levels for Wealth Building (Start Simple, Grow Big) with Investment Expert Paul Merriman 00:13:06 - 00:13:41
Interpreted Prediction
A portfolio composed of 80-90% S&P 500 and the remainder in small cap value is expected to offer similar risk exposure to a total market index, with small cap value providing significant performance benefits.

Prediction Details

Topic
Portfolio Construction

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