How can I test results if I want to make changes to my portfolios? And other great questions
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How can I test results if I want to make changes to my portfolios? And other great questions

00:59:14 Paul Merriman
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Show Notes

About This Episode

Paul discusses the latest Equity and Fixed Income Tables (1928-2021). Also, see updates of The Ultimate Buy & Hold Fine Tuning Your Asset Allocation , Fixed Contributions and No-Nonsense Tables.


Plus, he answers the following questions:



  • How can I determine expected risk and return of a portfolio that combines investments from several of your portfolios?

  • Is there any benefit adding international large-cap fund to the U.S. 4 Fund Portfolio?

  • Is the 60/40 portfolio dead?

  • Should I add alternative investments to my portfolio?

  • How do I track my results if I start my investment mid-year?

  • Does it make sense to substitute your Vanguard Monthly Income Fund for your Government Bond fund recommendations?

  • What are your rebalancing recommendations?


Paul ends with a wonderful comment from a young investor about dealing with the temptation to check his results daily.