Sound Investing

Does anyone really buy & hold and more Q&A

Jul 12, 2023

48:06

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Episode notes

Introduction

3min

How to Buy and Hold a Target Date Fund

3min

How to Compare a Mutual Fund to a Small Cap Value Fund

4min

The Performance of Two Mutual Funds

1min

The DFA Fund and the Fidelity OTC Fund

4min

The Importance of Staying on Board

3min

How to Be a Buy and Hold Investor

4min

How to Make the Most of Your Portfolio

3min

The Importance of Understanding the History of a Business

4min

10.

Warren Buffett's Best Place to Put Your Money

1min

11.

How to Judge Returns of a Mutual Fund

3min

12.

How to Make a List of 80 Mistakes That Investors Make

3min

13.

The Importance of Time

3min

14.

How to Make Money in an Index Fund

5min

15.

The Myths of Investing

4min

On this week's podcast Paul addressed a couple of very important questions:
1. Is there really such a thing as a buy and hold investor?
2. What can an investor do to improve their chances of staying the course through all market cycles?
3. Many of your portfolios don’t include international equities. Should investors use portfolios that don’t include any international funds?

The following links were referenced in the podcast:

https://paulmerriman.com/wp-content/uploads/2023/04/7-Sound-Investing-Portfolios-50-50-2023.pdf

SCV vs S&P500 Fine Tuning Tables (2022)

Paul also talks about his early 80th Birthday party, it was a magical success.

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