Fixed Contributions 2023 Update

 This podcast is the 4th in a series of our series to help do it yourself investors build a lifetime investment strategy.  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 […]

The post Fixed Contributions 2023 Update first appeared on Paul Merriman.

The post Fixed Contributions 2023 Update appeared first on Paul Merriman.



This podcast is the 4th in a series of our series to help do it yourself investors build a lifetime investment strategy. 

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)

⁠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

⁠

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The post Fixed Contributions 2023 Update first appeared on Paul Merriman.

The post Fixed Contributions 2023 Update appeared first on Paul Merriman.