“Wealth is the accumulation of all the things you didn’t buy but could have.” Jim Dahle, The White Coat Investor

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Daryl Bahls Tables
Latest Podcast
Testimonial

In preparation for my interview with Jim Dahle at the upcoming (September 27-29) Bogleheads Conference I decided to put together a collection of Daryl's tables, graphs and charts that focus on the impact of market, size and value factors.

In the process of reviewing all of these studies I was reminded how much great work Daryl Bahls has provided to help investors see the potential impact of building portfolios that include all of these factors during both the accumulation and distribution periods of their lives.

How to invest money while saving for retirement? This tool may help.

In the collection of several hundred studies I found a piece that Daryl had produced to respond to a question that came in from one of our readers. The following is the study that Daryl entitled, “How can the 2-Fund Portfolio outperform its constituents?”

I hope you find it helpful in understanding the potential impact of rebalancing.

Latest Podcast- Paul Merriman’s 12 Million Dollar Ideas for Investing Success

I had an amazing conversation with David Baughier on the Forget About Money podcast!

We discussed my 12 One-Million Dollar Ideas for building wealth, the power of starting early, and why index funds are a game-changer for long-term investing.

We also covered the importance of diversification, the benefits of small-cap value stocks, and why sticking with a buy-and-hold strategy beats trying to time the market.

Whether you're new to investing or looking to refine your retirement plan, this episode has actionable tips to help you secure your financial future. Give it a listen—you won’t want to miss it!

⁠Watch the video here.⁠

⁠Download the transcript here

Testimonial- Youtube

"A wonderful, quality, laudable discussion. Paul Merriman is a sage and a national treasure. As a DIYer, I know I.have learned so much valuable information from him.

Thank you both for all you are doing to spread the word, to inspire and to educate the public and in particular the FI Community. It is very much appreciated."

@CIASOMCIASOM

Paul Merriman’s 12 Million Dollar Ideas for Investing Success

The Best 3 Charts We Recommend

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In This EditionDaryl Bahls TablesLatest PodcastTestimonial

In This Edition
Daryl Bahls Tables
Latest Podcast
Testimonial

The Magic of Rebalancing