1/14/2026
About This Episode
Mutual funds vs. ETFs
ETFs have become more tax-efficient, more flexible, and easier to trade — making them ideal for the smaller, diversified portfolios Sound Investing now recommends.
How to self-manage a portfolio
Paul walks through how to:
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Choose equity asset classes
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Use best-in-class ETF recommendations
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Rebalance intelligently
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Invest weekly without overcomplicating the process
Resources mentioned in the episode:
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Sound Investing Boot Camp
https://paulmerriman.com/bootcamp/ -
Ultimate Buy & Hold Portfolio
https://paulmerriman.com/ultimate-buy-and-hold-portfolio/ -
2025 Sound Investing Portfolios
https://paulmerriman.com/sound-investing-portfolios/ -
Avantis Investors & AVGV
https://www.avantisinvestors.com/ -
Morningstar Fund Comparison Tools
https://www.morningstar.com/ -
Ben Felix (Canadian investing insights)
https://www.pwlcapital.com/profile/benjamin-felix/ -
REIT background and tax considerations
https://en.wikipedia.org/wiki/Real_estate_investment_trust
Paul closes the episode with a reminder that diversification means always owning some underperformers — and that’s not a flaw, it’s the price of long-term success.
Thanks for listening, and we’ll see you next week.
/sound-investing-qa-etfs-portfolios-risk-and-retirement