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Of the many mutual fund and ETF portfolios on our website, paulmerriman.com, which of the dozen-plus portfolios is most appropriate for you, given your risk tolerance and need for investment return? The goal of this lively discussion — with Paul Merriman, Chris Pedersen and Daryl Bahls — is to help you decide.
Topics covered include:
- A short history of the Vanguard,Fidelity,T Rowe Price and Schwab portfolios — offered first on the Merriman Wealth Management website and moved to the website for The Merriman Financial Education Foundation.
- The Vanguard ETF Portfolio as well as the many Best-in-Class ETF portfolios, including the Ultimate Buy and Hold, U.S. 4 Fund Combo, Worldwide 4 Fund Combo, All Value, All Small Cap Value, and a series of 2 Funds for Life Portfolios.
- Regarding the Ultimate Buy and Hold Strategy, Paul discusses the use of the Fine Tuning Your Asset Allocation Tables to determine the best combination of stocks and bonds. Plus, those tables are used later in discussing the 4 Fund Combos.
- The many psychological considerations in selecting the right portfolio, explored by Daryl.
- A reminder of how patient a small-cap investor must be, by Chris, who also presents a new Tell Tale chart from 1928 to 2019.
- Consideration of the pros and cons of each of the ETF portfolios, by Chris.
This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are five ways to support the podcast and our foundation:
1) Leave a podcast review on your player of choice.
2) Sign up for our biweekly newsletter at PaulMerriman.com
3) Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time fee at no cost to you.
4) Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets.
5) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors. Thank you!
