SOUND INVESTING PODCAST

10/26/2020

https://anchor.fm/s/10bb8090/podcast/play/21675941/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2020-9-26%2F4cb8e015-e623-a7cb-b0fc-d27f80b169c5.mp3 Paul Merriman
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Show Notes

About This Episode


  • New data on the "No-Nonsense portfolios" Paul discussed in his  September 23 AAII presentation , including the impact of adding bonds to Paul’s all-equity results

  • New data on  2 Funds for Life

  • 5 ways to build a balanced portfolio

  • New research on the factors that have led to higher long-term returns

  • How adding factors to a portfolio will likely lead to more consistent returns

  • Recommended mutual funds and ETFs for many of the No-Nonsense Portfolios

  • What investors in the accumulation and distribution stages of life give up by using the "Simple and Effective Balanced Portfolios"


Plus Chris answers some of the most important questions regarding the pros and cons of rebalancing,  the pros and cons of adding international funds, the best bonds for stability and growth and the best safe withdrawal rate for the most popular portfolios.

In the coming weeks Chris, Daryl and Paul will respond to additional questions that there was not time to answer during the presentation.

For a free download of the presentation, click here.

This podcast is also available as a  Video.

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