The most important work we have done over the last 38 years has been to help investors identify the equity asset classes they should consider holding in their portfolio. In this podcast, along with the accompanying tables, Paul updates investors on the results of his Ultimate Buy and Hold Strategy from 1970 through 2019. These tables are designed to help investors see the changes in risk and return when 9 equity asset classes are added to the S&P 500 index. The discussion and tables compare portfolios of 50% U.S./50% international equity asset classes, (See Table) and 70% U.S./30% International equity asset classes (See Table) with the S&P 500. They also compare the results for each portfolio using annual and monthly rebalancing. Additionally, there is a complete list of funds and indexes used in the study- Data Disclosure (UBH-AV) Data Disclosure (UBH-WW). Special thanks to Daryl Bahls for all the work he’s done in building the tables for this podcast and the balance of the more than 60 tables we will cover in the next 2 months.

Link also mentioned in this podcast:

Best of Class Recommendations for all the equity classes.

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The Ultimate Buy and Hold Strategy 2020 Update