Why Betting 70% of Your Net Worth on This Fund Could Be the Boldest Move You’ve Never Considered—Are You Brave Enough to Find Out?
Joe will update on performance frequently and we can find their past letters on their site. You and I can learn about a deeper, perhaps different perspectives about the companies they invested in.
This is their result after 1 year:
The fund invest in the smaller, mid-sized companies so the right benchmark might be the Russell 2000 index, which is a blend of the 2000 smallest companies in the US. But it is also right to assess your performance if you are taking on more risk, and whether you could beat the S&P 500.
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