6/24/2020
About This Episode
3. I am 43 years old and have about $90K in a CD that matures at the end of the month and want to know: how would best get it into the market with so much uncertainty with the economy/covid/social unrest? I know it’s bad to time the market but… 2:10
4. I am 35 and have several hundred-thousand in retirement accounts and a few hundred-thousand in a taxable account. Which equity asset classes should I have in each portfolio? 35:54
5. In you Best-in-Class ETF recommendations , you have DLS for international small-cap value. I notice 31% of the fund is invested in Japanese companies. That seems very risky. Please explain, why did you chose this fund? 40:46
6. Do you still recommend small-cap value for your strategy that turns $3000 into $50 million ? 43:30
7. For someone in a high tax bracket do you recommend a short-term tax-exempt or corporate bond fund? 52:30
8. You mentioned you and your wife hold a portfolio of both U.S. and international stock funds in the equity part of your portfolio. I would like to stick with a U.S.-only portfolio. How much difference should there be in the portfolio returns of the 4-fund combo and the 10-fund Ultimate Buy and Hold Portfolio ? 56:35
Note: This article includes the ETFs and mutual funds we recommend for the 4-fund combo.
Whether an #investor starting out or in #retirement, you’ll finds hundreds of articles, podcasts, Q&A’s, videos, #portfoliorecommendations, #freeebooks and much more at paulmerriman.com . Join more than 25,000 savvy investors by subscribing to Paul's free twice-a-month newsletter.
/great-news-for-target-date-fund-investors-plus-7-more-qas