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Sound Investing Portfolios 2025 Update

Video

Sound Investing Portfolio Performance: 2025 Update

MarketWatch Article

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Tables 

✅⁠Table H1a - Sound Investing Portfolios: Asset Allocations (50% U.S. / 50% Int’l)⁠ 

✅ ⁠Table H2a - Sound Investing Portfolios: Comparative Data (50% U.S. / 50% Int’l)⁠ 

✅ ⁠Table H3a - Sound Investing Portfolios: Annual Returns (50% U.S. / 50% Int’l)⁠ 

✅ Table H4a - Sound Investing Portfolios: Quilt Chart (50% US / 50% Int'l)

✅ ⁠Table H1b - Sound Investing Portfolios: Asset Allocations (70% U.S. / 30% Int’l)⁠ 

✅ ⁠Table H2b - Sound Investing Portfolios: Comparative Data (70% U.S. / 30% Int’l)⁠

✅ ⁠Table H3b - Sound Investing Portfolios: Annual Returns (70% U.S. / 30% Int’l)

✅ Table H4b - Sound Investing Portfolios: Quilt Chart (70% US / 30% Int'l)

Q & A

Q: Could you please share the source of the US SCV data? Where do you get the data?

A: We use as much real time data as we can. You can see the 1970-2024 data sources on the Sound Investing Portfolios 2025 Boot Camp page under, Data Disclosure Notice - Funds (1970-Present). For the tables that cover the period, 1928-2024, the data source is the Fama-French index data series. 

Disclosures

Data Disclosure Notice - Funds (1970-Present)

Data Disclosure Notice - Indexes (1928-Present)