Sound Investing Portfolios Risk and Return History
Paul Merriman
English - April 05, 2023 12:12 - 199 KB application/pdf - ★★★★★ - 443 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this presentation Paul explores the risk and returns of 8 Sound Investing Portfolios and the S&P 500 for the period 1970 to 2022. He references 2 sets of tables for portfolios built with all U.S. equity asset classes as well as worldwide portfolios that are 50% each U.S. and international and 70% U.S. and […]
The post Sound Investing Portfolios Risk and Return History first appeared on Paul Merriman.
The post Sound Investing Portfolios Risk and Return History appeared first on Paul Merriman.
In this presentation Paul explores the risk and returns of 8 Sound Investing Portfolios and the S&P 500 for the period 1970 to 2022. He references 2 sets of tables for portfolios built with all U.S. equity asset classes as well as worldwide portfolios that are 50% each U.S. and international and 70% U.S. and 30% international. The goal is to help DIY investors understand the likely returns of these portfolios in the good times as well as what to expect when they are out of favor. For those who did not listen to the Ultimate Buy & Hold 2023 Update podcast or view the video it is suggested they do that before listening to this podcast. For those who have the ability to watch the video it should be easier to follow the numbers. Plus on the video Chris Pedersen and Daryl Bahls join Paul in the discussion.
The tables referenced in the podcast can be found at the following links:
https://paulmerriman.com/wp-content/uploads/2022/12/Tell-Tale-Charts-US-SCV-Sep-2021-upd.pdf
https://paulmerriman.com/wp-content/uploads/2023/04/7-Sound-Investing-Portfolios-50-50-2023.pdf
https://paulmerriman.com/wp-content/uploads/2023/04/17-Sound-Investing-Portfolios-70-30-2022.pdf
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The post Sound Investing Portfolios Risk and Return History first appeared on Paul Merriman.
The post Sound Investing Portfolios Risk and Return History appeared first on Paul Merriman.