Uploaded April 2024 | Updated September 2026, 2 weeks ago
So, you've chosen to be a buy-and-hold investor following one of Paul's Sound Investing portfolios. Now, the question is, what to buy? It's time to become a knowledgeable shopper.
Chris Pedersen describes the attributes that make an ETF or mutual fund more or less suited to implementing the portfolios we've discussed.
He then shows how to use Morningstar and Portfolio Visualizer to evaluate funds and points to the Best-in-Class recommended funds he's chosen.
Finally, he demonstrates how the Portfolio Configurator can compare different fund family implementations and calculate the needed percentages of different funds for your personal portfolio choices.
Along the way, we learn that, like Warren Buffet, he has a thing for Diet Coke.
Resources:
AAII Article describing his Best-in-Class ETF selection process- soundinvesting.com/wp-content/uploads/2022/12/10724-choosing-best-in-class-etfs.pdf
Video link to section of prior video showing more detail of the factor analysis he uses- youtube.com/watch?v=JktZPfM5CaU Time mark- 46:00
Best-in-Class ETF's article - paulmerriman.com/best-in-class-etf-recommendations
Best-in-Class ETFs- paulmerriman.com/best-in-class-etf-portfolios#gsc.tab=0
Link to Portfolio Configurator - lookerstudio.google.com/u/0/reporting/a941a5d4-0929-45ea-b22e-3bb82dc334ff/page/99wxC?s=hqmha3-AK5k
So, you've chosen to be a buy-and-hold investor following one of Paul's Sound Investing portfolios. Now, the question is, what to buy? It's time to become a knowledgeable shopper.
Chris Pedersen describes the attributes that make an ETF or mutual fund more or less suited to implementing the portfolios we've discussed.
He then shows how to use Morningstar and Portfolio Visualizer to evaluate funds and points to the Best-in-Class recommended funds he's chosen.
Finally, he demonstrates how the Portfolio Configurator can compare different fund family implementations and calculate the needed percentages of different funds for your personal portfolio choices.
Along the way, we learn that, like Warren Buffet, he has a thing for Diet Coke.
Resources:
AAII Article describing his Best-in-Class ETF selection process- soundinvesting.com/wp-content/uploads/2022/12/10724-choosing-best-in-class-etfs.pdf
Video link to section of prior video showing more detail of the factor analysis he uses- youtube.com/watch?v=JktZPfM5CaU Time mark- 46:00
Best-in-Class ETF's article - paulmerriman.com/best-in-class-etf-recommendations
Best-in-Class ETFs- paulmerriman.com/best-in-class-etf-portfolios#gsc.tab=0
Link to Portfolio Configurator - lookerstudio.google.com/u/0/reporting/a941a5d4-0929-45ea-b22e-3bb82dc334ff/page/99wxC?s=hqmha3-AK5k
