In this video we add another asset class – the minimum risk asset. Allocating between that and the equities allow us to have a broad range of risk levels for this simple portfolio.
Build Your Own Financial Planning Spreadsheet (Part 2) – Adding Minimal Risk Asset
For the first quarter of 2022, the Voss Value Fund returned -5.5% net of fees and expenses compared to a -7.5% total return for the Russell 2000 and a -4.6% total return for the S&P 500. According to a copy of the firm’s first-quarter letter to investors, a copy of which ValueWalk has been able Read More