What path are your investments on?

Many investors are worried about their future and what’s happening in the markets. In this podcast, Paul focuses on a series of new tables. He believes these tables represent one of the best pieces of historical information for understanding the likely path that your investments will take in the future. They were created by Daryl Bahls, Director of Analytics for The Merriman Financial Education Foundation.

See the Tables here: https://paulmerriman.com/wp-content/uploads/2022/06/Sound-Investing-Portfolio-Quilt-Chart-1928-2021-V1.3-1.pdf

They provide the picture of five different portfolios over their history from 1928 to 2021: 1. All S&P 500; 2. All Small Cap Value (USSV); 3. All Value (USAV) half Large Cap Value and half Small Cap Value; 4. 4-Fund (US4F) with 25% of each of four major asset classes; 5. 2-Fund strategy (US2F) with half USSV and half S&P 500.