The Evolution and Future of Investing

On July 22 Chris Pedersen spoke to the Orange County AAII Chapter.  This podcast, as well as one on 8/9/23 (20 Q&As) and another on 8/2/23 (16 Q&As) address questions that arose from the presentation.  This podcast covers a few more AAII questions plus other recent questions. 

Topic 1:  What is the difference between investing today vs. 40 years ago?  And how  is  investing likely to be different in the future? 01:11

Topic 2:  Will the new Avantis All Equities Market Value ETF be a good substitute for your Worldwide All Value Portfolio?  7:00

Topic 3:  Do you recommend converting traditional IRA funds to a Roth IRA using the back door Roth IRA strategy?  Paul suggests reading:  https://www.thebalancemoney.com/when-does-a-backdoor-roth-ira-make-sense-4153803  and various articles at The White Coat Investors:  https://www.whitecoatinvestor.com/backdoor-roth-ira-tutorial/.  14:30

Topic 4:  What is the most important table on your website?  Paul mentions tables at these pages:  https://paulmerriman.com/ultimate-buy-and-hold-strategy/,  https://paulmerriman.com/portfolios-2023-updates/ (most important), https://paulmerriman.com/fine-tuning-your-asset-allocation/,  https://paulmerriman.com/fixed-contributions/,  https://paulmerriman.com/fixed-distributions-2023/ and https://paulmerriman.com/flexible-distributions-2023/.  18:25

Topic 5:  Should a younger investor (20s, 30s, 40s) put TIPs as part of their fixed income or just stick to the Total Bond Market? 22:17

Topic 6:  Can you discuss your recommendations for the bond portion of a portfolio?  For example, how do you decide how much would go with the Worldwide 4 Fund Portfolio?   23:57Topic 7:  Could there be a problem when small cap value funds get too large? 28:02