"When the student is ready the teacher will come." Buddha or of Theosophical origin.

In This Edition
Demystifying Diversification
ChooseFi with Paul Merriman
Truth Teller- Rob Berger
Latest Podcast
Testimonial

When I reviewed Chris Pedersen’s slide deck for his presentation to the Houston AAII Chapter, I knew it was likely to be the best presentation of his almost 7 years with our Foundation.

As far as I am concerned he knocked it out of the park! This week’s podcast is dedicated to Chris’ main presentation. And next week we will release the Q&A session following his presentation as our podcast.

For those choosing to watch the video of his presentation we include both the presentation and Q&A session.

Juice up your S&P 500 fund for higher returns

Demystifying Diversification

Here is a list of the topics:

Chris explains investing diversification with some analogous side trips to the worlds of food and nature.

He starts by illustrating the importance of perspective, emphasizing the need for many decades of data in backtesting.

Next, he covers the ingredients, or asset classes and styles, most investors will use to diversify.

With the ingredients in hand, he explains what happens when we mix them, and how mixing ingredients that are substantially different can improve the return we get for any given level of risk.

He then covers the real-world implications for accumulators and retirees and finishes off with some fine tuning tables and thoughts on the discipline needed to be a meaningfully-diversified investor.

I'm super excited to announce that Paul Merriman is coming back to present "21 Investment Questions Every Do-It-Yourself Investor Must Answer" to the group on June 8th, 10am to 12pm (Pacific) via ZOOM!

If you are interested in attending, please complete the anonymous google form so that Paul can customize his presentation based on what attendees are most interested in hearing about. We'll be collecting responses until 5/29, in order to give Paul time to build out his presentation.

Truth Teller- Rob Berger

Decoding The “Chance of Success” In Your Retirement Plan

You enter your income, expenses, investments and liabilities into your favorite retirement planner. You click a button, the software does some kind of calculation, and out pops a single number.

It may be 87%. Maybe it’s 72%. Or it could be 15%. Whatever the number, you’re told it represents your retirement plan’s “Chance of Success.”

What exactly does that mean? How is it calculated? And what “Chance of Success” should you aim for? We’ll tackle these and other questions in this article. Read more.

Latest Podcast- Demystifying Diversification

Chris explains investing diversification with some analogous side trips to the worlds of food and nature. He starts by illustrating the importance of perspective, emphasizing the need for many decades of data in backtesting. Next, he covers the ingredients, or asset classes and styles, most investors will use to diversify.

With the ingredients in hand, he explains what happens when we mix them, and how mixing ingredients that are substantially different can improve the return we get for any given level of risk.

He then covers the real-world implications for accumulators and retirees and finishes off with some fine tuning tables and thoughts on the discipline needed to be a meaningfully-diversified investor.

⁠Here is Chris' pdf from his presentation⁠

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Testimonial

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Demystifying Diversification

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In This EditionDemystifying DiversificationChooseFi with Paul MerrimanTruth Teller- Rob BergerLatest PodcastTestimonial

In This Edition
Demystifying Diversification
ChooseFi with Paul Merriman
Truth Teller- Rob Berger
Latest Podcast
Testimonial