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Sound Investing

Bootcamp #2 The Ultimate Buy and Hold Portfolio: Update 2025

Feb 12, 2025
40:33

This is the second presentation in the Boot Camp Series.Click for video.


The first presentation (Stocks Vs. Bonds) will be available in the next two weeks.


This presentation makes the case for diversifying a portfolio using multiple equity asset classes.


Paul uses 4 set of tables to make his case:

A1a:Ultimate Buy & Hold Equity Portfolio (50% US/50% Int'l) 

A2a:Alternative Equity Portfolio Tables (50% US/50% Int'l)

A1b:Ultimate Buy & Hold Equity Portfolio (70% US/30% Int'l)

A-2b: Alternative Equity Portfolio Tables (70% US/30% Int'l)


Paul also mentions the recent video/podcast that addresses the Sound Investing Portfolios.https://www.youtube.com/watch?v=XGv0ZdZ8adk

https://www.paulmerriman.com/2025-bootcamp-3-sound-investing-portfolios


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