Uploaded March 2024 | Updated September 2026, 2 weeks ago
Paul recommends new listeners listen to the previous podcast on Equities vs. Bonds (paulmerriman.com/stocks-vs-bonds-the-10-million-decision#gsc.tab=0) prior to this podcast.
The purpose of this annual update is to remind investors of the power of equity asset class diversification. Paul makes the case for the 10 equity asset class portfolio that he introduced over 25 years ago. During the presentation he uses Tables A1a (irp.cdn-website.com/6b78c197/files/uploaded/(A1a)-UBH%20Tables%20(50-50)%20-%202023%20Returns.pdf) and A2a (irp.cdn-website.com/6b78c197/files/uploaded/(A2a)%20UBH%20Tables%20(50-50)%20-%202023%20Returns.pdf)
A1a shows the series of portfolios, starting with the S&P 500 on its own, and then the results of adding 9 other asset classes one at a time.
In A2a Paul reviews the Ultimate Buy and Hold results to 7 other portfolios that investors may select for better returns with fewer funds and similar volatility.
In both cases he shows the results with both annual and monthly rebalancing.
On the next podcast Paul will dig into the important differences of the risk and return for all 9 portfolios, including the S&P 500 as the single holding.
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
Paul recommends new listeners listen to the previous podcast on Equities vs. Bonds (paulmerriman.com/stocks-vs-bonds-the-10-million-decision#gsc.tab=0) prior to this podcast.
The purpose of this annual update is to remind investors of the power of equity asset class diversification. Paul makes the case for the 10 equity asset class portfolio that he introduced over 25 years ago. During the presentation he uses Tables A1a (irp.cdn-website.com/6b78c197/files/uploaded/(A1a)-UBH%20Tables%20(50-50)%20-%202023%20Returns.pdf) and A2a (irp.cdn-website.com/6b78c197/files/uploaded/(A2a)%20UBH%20Tables%20(50-50)%20-%202023%20Returns.pdf)
A1a shows the series of portfolios, starting with the S&P 500 on its own, and then the results of adding 9 other asset classes one at a time.
In A2a Paul reviews the Ultimate Buy and Hold results to 7 other portfolios that investors may select for better returns with fewer funds and similar volatility.
In both cases he shows the results with both annual and monthly rebalancing.
On the next podcast Paul will dig into the important differences of the risk and return for all 9 portfolios, including the S&P 500 as the single holding.
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
