Beyond Buffet: Everything You Need to Know About Value Investing
Wednesday, December 20, 2017
Paul shares the latest research on how to combine value portfolios with other asset classes to produce low risk portfolios appropriate for both those saving toward retirement as well as those taking distributions in retirement. Learn five important keys to selecting those value funds that are most likely to produce the best returns, including the names that Paul includes in his own portfolios. Learn how adding a single value fund can double the return of a Vanguard or Fidelity target date fund.
*Help CPAs understand how value funds are different from the more popular growth funds
*Which value fund type is really more risky
*How does their performance compare over over short (1 year), intermediate (15 years) and long term (40 years) periods
*The focus of this presentation is understanding why value stocks have produced the highest long term returns and how to build a productive portfolio of value stocks using value mutual funds and ETFs