The Ultimate Buy and Hold 2023 Update

 Each year Paul (with the many hours of dedicated work from Director of Analytics Daryl Bahls ) updates and  reviews the latest returns and important lessons from the Ultimate Buy and Hold Portfolio. In this review he references a series of tables including: ⁠ Table A1-Ultimate Buy & Hold Equity Portfolio (50% US/50% Int’l)⁠ ⁠ Table A2 […]

The post The Ultimate Buy and Hold 2023 Update first appeared on Paul Merriman.

The post The Ultimate Buy and Hold 2023 Update appeared first on Paul Merriman.



Each year Paul (with the many hours of dedicated work from Director of Analytics Daryl Bahls ) updates and  reviews the latest returns and important lessons from the Ultimate Buy and Hold Portfolio. In this review he references a series of tables including: ⁠

Table A1-Ultimate Buy & Hold Equity Portfolio (50% US/50% Int’l)⁠ ⁠

Table A2 – Alternative Equity Portfolio Tables (50% US/50% Int’l)⁠ ⁠

Table A101 – Ultimate Buy & Hold Equity Portfolio (70% US/30% Int’l)⁠ ⁠

Table A102 – Alternative Equity Portfolio Tables (70% US/30% Int’l)⁠ ⁠

Table B14A – Fine Tuning Table S&P 500 vs.  US SCV Portfolio⁠ 

For those listening to this podcast it will likely be useful to review the tables before hearing Paul’s comments.Topics include:

Why these tables are important to do it yourself investors.
The random returns of the S&P 500.
The huge impact of small changes in returns.
The unexpected low risk of adding risky asset classes.
The impact of rebalancing annually vs. monthly.
How several low risk 2 fund portfolios outperform  the 10 fund Ultimate Buy & Hold Portfolio.
How likely the future will be like the past.

The 2023 Ultimate Buy and Hold video will be coming out later today on YouTube, you can find it here- https://paulmerriman.com/youtube

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The post The Ultimate Buy and Hold 2023 Update first appeared on Paul Merriman.

The post The Ultimate Buy and Hold 2023 Update appeared first on Paul Merriman.