Sound Investing Q&A Follow-up: "Which Is The Best 1-,2-, 3- and 4 Fund Strategy?” Part 1
This Q&A session with Paul Merriman, Chris Pedersen and Daryl Bahls, is a follow-up to Paul's webinar, “Which Is The Best 1-,2-, 3- and 4 Fund Strategy?” sponsored by the American Association of Individual Investors (AAII) on Sept. 23, 2020. Following the presentation, Paul was joined by Chris and Daryl to address questions for 30 minutes. As there were many more questions than time permitted answering, this podcast and video is the first of several that will address those audience questions.
Paul begins this Q&A session with the 5 lessons he hoped viewers would learn during the AAII webinar, followed by questions regarding the study that compares the "11 No-Nonsense Portfolios". That discussion includes:
- why the selection of the 11 portfolios?
- why didn’t the portfolios include any bonds?
- why the use of Dimensional Indexes?
- how were the indexes constructed?
- why the 30-year period?
- why the best and worst of the portfolios?
- how does the Tell-Tale chart work?
PLUS, Daryl introduces a new table that compares the 4-Fund Portfolio to the S&P 500 from 1928 to 2019.
Click here to download the pdf presentation, with enormous thanks to Daryl Bahls, our Director of Analytics, for his insightful Tables.