Fine-Tuning Your Asset Allocations 2020 Update

Do you want to have a better idea of the range — or returns and risks of loss — that different equity asset classes have generated over a long period of time?  In this podcast, Paul discusses 5 tables covering the S&P 500, Worldwide Equity (50% U.S./50% International), Worldwide Equity (70% U.S./30% International), All Value (50% U.S./50% International) All Value (70% U.S./30% International).  In each case the table will show 50 years of annual returns of the equity portfolio, as well as returns with 9 different combinations of fixed income and equity. It will be helpful to listen to Paul’s podcast on the Ultimate Buy and Hold Strategy 2020 Update before listening to this podcast. Our enormous thanks to Daryl Bahls for building the tables for this podcast and the balance of the more than 60 tables we will cover in the next 2 months.

Links to Tables:

S&P 500

Worldwide Equity (50% U.S./50% International)

Worldwide Equity (70% U.S./30% International)

All Value (50% U.S./50% International)

All Value (70% U.S./30% International)

If you find this information of value, please like, share, and go to PaulMerriman.com to subscribe to our FREE twice-a-month newsletter. Join more than 20,000 savvy investors for Paul Merriman’s free “Sound Investing” newsletter delivered twice a month to your inbox at https://paulmerriman.com/signup/

View Paul’s videos at https://paulmerriman.com/videos/

Get you FREE “How To Invest” series books at https://paulmerriman.com/how-to-invest-series-complimentary-download/