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Sound Investing
Paul Merriman
517 episodes
1 day ago
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
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Investing
Business
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All content for Sound Investing is the property of Paul Merriman and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.
Show more...
Investing
Business
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Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison
Sound Investing
27 minutes 1 second
1 month ago
Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison

This is the first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equities and fixed income.  In this presentation Paul uses the S&P 500 in  both the all equity and the 60/40 stock/bond portfolio.  He uses the following tables during his presentation.


Table B1 Fine Tuning Table: S&P 500 Equity Portfolio


Table H2a Sound Investing Portfolios (these portfolios are all 100% equities)


Table H2 Sound Investing Portfolios (these portfolios are all 60% equities/40% fixed income) (NEW)


Table C1 Fixed Contributions ($1,000/yr: S&P 500 Equity Portfolio
In the next presentation he does the same analysis using the U.S. 4 Fund and Worldwide 4 Fund Portfolios for the equity portion of the portfolio.

Sound Investing
Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.