This podcast/video is the 4th in a series of our series to help do it yourself investors build a lifetime investment strategy. The following are links to the previous three videos. In each case Paul is joined by Chris Pedersen and Daryl Bahls (Director of Research and Director of Analytics with Merriman Financial Education).
The Ultimate Buy and Hold Portfolio: This presentation addresses 10 equity asset classes that investors can use to build the growth portion of their portfolio.
The presentation uses the following tables:
Table C1 – Fixed Contributions: S&P 500 Equity Portfolio
Table C14 – Fixed Contributions: US 2-Fund Equity Portfolio
Table C11 – Fixed Contributions: US All Value Equity Portfolio
Table C8 – Fixed Contributions: WW 4-Fund Equity Portfolio (50% US/50% Int’l)
The Merriman Lifetime Investment Calculator
2 Funds for Life free pdf We’re Talking Millions free pdf
Topics of discussion How the Fixed Contribution Tables are constructed How to use the tables to select the best equity portfolio How the addition of fixed income will impact the accumulation period The importance of using a combination of more than one equity asset class The long term impact of every additional 10% equity The importance of young investors maintaining good behavior Why declining markets helps during early years of investing How 2 Funds for Life portfolio differs from these Fine Tuning Tables 2 ways to evaluate other sequences of returns The difference between the last 53 and 95 years of returns
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Support our mission by making a tax-deductible donation to the Foundation.Thank you!The post Fixed Contributions 2023 Update first appeared on Paul Merriman.
The post Fixed Contributions 2023 Update appeared first on Paul Merriman.
