Uploaded March 2024 | Updated September 2026, 2 weeks ago
This video is the first in the series of 8 to 10 podcasts, videos and articles that will be found under Bootcamp (paulmerriman.com/bootcamp) and Best advice (paulmerriman.com/best-advice.
In this podcast Paul discusses the biggest investment decision of an investor's lifetime: Invest in stocks or bonds. He reviews the long term risk and return for both important asset classes. In each case there is a set of 3 tables that reflect the returns from 1928 to 2023. In Tables J1a (irp.cdn-website.com/6b78c197/files/uploaded/J1a.pdf) and J2a (irp.cdn-website.com/6b78c197/files/uploaded/j2a.pdf) he compares the annualized return for the entire period as well as for all the 15 and 40 year periods. His discussion includes the impact of inflation as well as rebalancing. He also encourages those who have not read "We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement” to download the free pdf. (irp.cdn-website.com/6b78c197/files/uploaded/Were-Talking-Millions.pdf)
Paul will be monitoring the YouTube video and will respond to questions there.
Disclosures
Data Disclosure Notice - Funds (1970-Present)- irp.cdn-website.com/6b78c197/files/uploaded/Data%20Disclosure%20Notice%20-%20Funds%20(1970-Present).pdf
Data Disclosure Notice - Indexes (1928-Present)
irp.cdn-website.com/6b78c197/files/uploaded/Data%20Disclosure%20Notice%20-%20Indexes%20(1928-Present).pdf
This video is the first in the series of 8 to 10 podcasts, videos and articles that will be found under Bootcamp (paulmerriman.com/bootcamp) and Best advice (paulmerriman.com/best-advice.
In this podcast Paul discusses the biggest investment decision of an investor's lifetime: Invest in stocks or bonds. He reviews the long term risk and return for both important asset classes. In each case there is a set of 3 tables that reflect the returns from 1928 to 2023. In Tables J1a (irp.cdn-website.com/6b78c197/files/uploaded/J1a.pdf) and J2a (irp.cdn-website.com/6b78c197/files/uploaded/j2a.pdf) he compares the annualized return for the entire period as well as for all the 15 and 40 year periods. His discussion includes the impact of inflation as well as rebalancing. He also encourages those who have not read "We’re Talking Millions! 12 Simple Ways to Supercharge Your Retirement” to download the free pdf. (irp.cdn-website.com/6b78c197/files/uploaded/Were-Talking-Millions.pdf)
Paul will be monitoring the YouTube video and will respond to questions there.
Disclosures
Data Disclosure Notice - Funds (1970-Present)- irp.cdn-website.com/6b78c197/files/uploaded/Data%20Disclosure%20Notice%20-%20Funds%20(1970-Present).pdf
Data Disclosure Notice - Indexes (1928-Present)
irp.cdn-website.com/6b78c197/files/uploaded/Data%20Disclosure%20Notice%20-%20Indexes%20(1928-Present).pdf
