Dave Ramsey Portfolio vs. 100% S&P 500 ETF (VOO, SPY)

[murray t turtle]

I had my kids in RVT in the 1990's...

This company is great for a Roth IRA...

https://www.royceinvest.com/funds/royce-value-trust/xrvtx.aspx

Go to the bottom and look at their returns vs Russell 2000...

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Much better than Russel 2000;
some of the best funds /ETFS have expences almost 1%.................
.I could get ripped off holding SSO in a bear trend /so i dont , expences of 0. 91%

 

[nitrene]

The small caps have been a disaster pretty much since the 2018 Q4 collapse when Powell tried to raise rates just because. In the last 5 years IWM is up 16% while SPY is up 66% & the QQQ are up 150%.

 

[murray t turtle]

The small caps have been a disaster pretty much since the 2018 Q4 collapse when Powell tried to raise rates just because. In the last 5 years IWM is up 16% while SPY is up 66% & the QQQ are up 150%.

View attachment 328073 View attachment 328074

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TRUE, but no doubt, you know thats subject to change.
Many millionaires + much prosperity has been thru small business + real estate;
but those seem to work better ''gazelle intense'' + non- Wall Street+ Wall Street Fees.
Like Dave Ramsey says /get out of the cave, kill something + drag it home LOL
Certain exceptions apply.