Which Is the Best 1-, 2-, 3- and 4-Fund Strategy?

In this live webinar, hosted by The American Association of Individual Investors (AAII) on Sept. 23, Paul Merriman compares 10 different simple strategies for constructing a portfolio using mutual funds or exchange-traded funds (ETFs).

The strategies are favorites of the Bogleheads, Rick Ferri, Warren Buffett, John Bogle and Merriman. He provides a list of The Merriman Financial Education Foundation’s recommended funds at Vanguard and Fidelity as well as the best-in-class ETFs to build these portfolios. He was joined by Chris Pedersen, the Foundation’s Director of Research and Daryl Bahls, our Director of Analytics for a Q&A session with the audience. Learn more at PaulMerriman.com

Paul recommends podcast listeners watch the video of the presentation to take full advantage of the visuals. Watch it here on YouTube. If you’d like your own free pdf of the Powerpoint for this presentation, click here for an immediate download.

This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3.  If you found value in this podcast, here are four ways to support the podcast and our foundation:

1)    Leave a podcast review on your player of choice.

2)    Sign up for our biweekly newsletter at PaulMerriman.com

3)    Use our M1 Finance affiliate link if you are interested in setting up a brokerage account, using our portfolio suggestions. The Foundation will receive a one-time small fee at no cost to you.

4)    Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors.  Thank you!