BC2: Ultimate Buy & Hold 2026 — Paul Merriman
Ultimate Buy & Hold — Boot Camp 2026
🎧 Listen to Podcast ▶️ Watch Video 📖 Read Article 📊 View Tables
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Podcast & Video

🎧 Sound Investing Podcast
▶️ Watch on YouTube
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What You'll Learn

01
How the 10 equity asset classes build a diversified portfolio
02
Why small cap, value, and international stocks matter
03
How rebalancing affects long-term returns and risk
04
How to evaluate portfolios using real performance data
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Read the Article

The Ultimate Buy and Hold Portfolio: 10 Equity Asset Classes to Own for a Lifetime
PDF — Free download
Read Now →
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Tables & Charts

📄 Table A1a – Ultimate Buy & Hold Equity Portfolio (50% US / 50% Int'l) 📄 Table A2a – Alternative Equity Portfolio Tables (50% US / 50% Int'l) 📄 Table A1b – Ultimate Buy & Hold Equity Portfolio (70% US / 30% Int'l) 📄 Table A2b – Alternative Equity Portfolio Tables (70% US / 30% Int'l) 📄 PowerPoint/PDF
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Key Takeaways

  • Diversification across asset classes can increase long-term returns.
  • Small cap and value stocks have historically added a return premium.
  • International and emerging markets reduce reliance on U.S. markets.
  • Rebalancing helps manage risk and capture market shifts.
  • Asset allocation drives most long-term investment results.
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