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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