SOUND INVESTING PODCAST
New Study: S&P 500 vs 4 Fund Portfolio
00:22:30
Paul Merriman
Show Notes
About This Episode
Paul begins the podcast by noting a recent interview he had with Andrew Giancola of Master Money and the Personal Finance Podcast. The topic is “ Simple Financial Steps With Massive Payoffs.”
In this podcast Paul discusses a new study that compares long term returns of the S&P 500 and the 4 Fund Portfolio. The study was motivated by an article written by Ben Carlson.
Paul discusses the same 20 year periods starting in 1930 and compares the results of The 4 Fund Portfolio to that of the S&P 500. He also makes the case, using one of his favorite quilt charts , that the 4 Fund Portfolio is not only more profitable but is less risky on an annual basis.
In this podcast Paul discusses a new study that compares long term returns of the S&P 500 and the 4 Fund Portfolio. The study was motivated by an article written by Ben Carlson.
Paul discusses the same 20 year periods starting in 1930 and compares the results of The 4 Fund Portfolio to that of the S&P 500. He also makes the case, using one of his favorite quilt charts , that the 4 Fund Portfolio is not only more profitable but is less risky on an annual basis.
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