Uploaded March 2024 | Updated September 2026, 2 weeks ago

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The video starts with quick reviews of Table J1a Equity Index Returns from Stocks vs. Bonds (irp.cdn-website.com/6b78c197/files/uploaded/J1a.pdf), Table A1a (irp.cdn-website.com/6b78c197/files/uploaded/(A1a)-UBH%20Tables%20(50-50)%20-%202023%20Returns.pdf) from The Ultimate Buy and Hold Portfolio, Table H2a from Sound Investing Portfolios (irp.cdn-website.com/6b78c197/files/uploaded/H2a-soundinvesting.pdf) and Tables B1 (irp.cdn-website.com/6b78c197/files/uploaded/FineTuningTableB1.pdf) and B9 from Fine Tuning Your Asset Allocation (irp.cdn-website.com/6b78c197/files/uploaded/FineTuningTableB9.pdf).

Using the return results from the Fine Tuning Tables Paul compares the impact of investing regularly on a dollar cost average basis from 1970 to 2023. The investment starts with $1000 ($83.33 a month) and is increased by 3% a year. Those results are shown in Tables C1 (irp.cdn-website.com/6b78c197/files/uploaded/c1-2024.pdf) and C9 (irp.cdn-website.com/6b78c197/files/uploaded/c9-2024.pdf).

Click here for the pdf used in this video. irp.cdn-website.com/6b78c197/files/uploaded/FixedContributions2024.pdf