3/17/2021
About This Episode
Several sample pages represent the path investors who follow our work will travel. During the introduction, Paul uses Table 3 , of the Fine Tuning Table for the S&P 500.
While Paul encourages investors to review all of the Fixed Contribution Tables for 50/50 and 70/30 U.S./international , he spends most of the podcast reviewing the lessons on the S&P 500 (Table 73) , Ultimate Buy & Hold 50% U.S. and International Portfolio ( Table 74a) , Worldwide 4-Fund 50% each U.S. and international, and the U.S. and International All Value Portfolio (Table 77a).
For those considering the 10-fund Ultimate Buy & Hold , he suggests you look carefully at the strategies results as compared to the Worldwide 4-Fund strategy. They track closely for almost the entire period. For those interested in taking more risk, he suggests careful review of the All-Value portfolio. And for those who want to take even more risk with a part of their portfolio, the Small-Cap Value are worth exploring.
In all cases, the tables are constructed so you can compare the most conservative to most aggressive combinations of equity and fixed income asset classes to decide what works best for you.
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