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:
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- 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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