Uploaded April 2023 | Updated September 2026, 2 weeks ago
Paul, Chris and Daryl make a presentation on the risks and returns of the 8 Sound Investing Portfolios, as well as the S&P 500. While not necessary it will probably be helpful to watch The Ultimate Buy and Hold video before watching this video. paulmerriman.com/ubh2023-video
For those wanting to print out the tables you can access the pdfs here. paulmerriman.com/wp-content/uploads/2023/04/7-Sound-Investing-Portfolios-50-50-2023.pdf
The purpose of this video is to compare the risks and returns of the 8 Sound Investing Portfolio with the S&P 500. Daryl Bahls, Director of Analytics, created the table so the results can be explored in many ways. The tables and discussion review the long term return of $10,000 invested in each of the portfolios. The risks and returns are compared for the entire 53 year period, each of the 5 decades, during the profitable years only and during the losing periods only.
The case is made that the S&P 500 makes from 50 to 75 percent less than the other portfolios and is just as risky in all but one case.
The discussion includes comments about why some investors will find the S&P 500 the best investment even though it is likely to be the least profitable and how the other 8 portfolios might be selected. It is also suggested that many investors will want to use a combination of several of the portfolios.
Other sources of portfolios can be found in the following article. whitecoatinvestor.com/150-portfolios-better-than-yours and portfolioeinstein.com for another 300 + portfolios.
Disclaimer-
This information is intended to be used and must be used for information purposes only.
We are not investment or tax advisors, and this should not be considered advice. It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment.
The information we present is based on our own research and opinions. We believe the information presented herein to be true and accurate at the time of publication but do not guarantee the accuracy of every statement, nor guarantee that the information will not change in the future.
It is important that you independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise. No content on the website (paulmerriman.com) or related sites, nor any content in our newsletters, email, or related content, constitutes, nor should be understood as constituting, a recommendation to engage in any of the investment strategies we present.
Sign up for our bi-weekly newsletter and get our free pdf books- paulmerriman.com/signup
We’re Talking Millions — 12 Simple Ways To Supercharge Your Retirement
2-Funds for Life: a quest for simple and effective investing strategies
Paul, Chris and Daryl make a presentation on the risks and returns of the 8 Sound Investing Portfolios, as well as the S&P 500. While not necessary it will probably be helpful to watch The Ultimate Buy and Hold video before watching this video. paulmerriman.com/ubh2023-video
For those wanting to print out the tables you can access the pdfs here. paulmerriman.com/wp-content/uploads/2023/04/7-Sound-Investing-Portfolios-50-50-2023.pdf
The purpose of this video is to compare the risks and returns of the 8 Sound Investing Portfolio with the S&P 500. Daryl Bahls, Director of Analytics, created the table so the results can be explored in many ways. The tables and discussion review the long term return of $10,000 invested in each of the portfolios. The risks and returns are compared for the entire 53 year period, each of the 5 decades, during the profitable years only and during the losing periods only.
The case is made that the S&P 500 makes from 50 to 75 percent less than the other portfolios and is just as risky in all but one case.
The discussion includes comments about why some investors will find the S&P 500 the best investment even though it is likely to be the least profitable and how the other 8 portfolios might be selected. It is also suggested that many investors will want to use a combination of several of the portfolios.
Other sources of portfolios can be found in the following article. whitecoatinvestor.com/150-portfolios-better-than-yours and portfolioeinstein.com for another 300 + portfolios.
Disclaimer-
This information is intended to be used and must be used for information purposes only.
We are not investment or tax advisors, and this should not be considered advice. It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment.
The information we present is based on our own research and opinions. We believe the information presented herein to be true and accurate at the time of publication but do not guarantee the accuracy of every statement, nor guarantee that the information will not change in the future.
It is important that you independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise. No content on the website (paulmerriman.com) or related sites, nor any content in our newsletters, email, or related content, constitutes, nor should be understood as constituting, a recommendation to engage in any of the investment strategies we present.
Sign up for our bi-weekly newsletter and get our free pdf books- paulmerriman.com/signup
We’re Talking Millions — 12 Simple Ways To Supercharge Your Retirement
2-Funds for Life: a quest for simple and effective investing strategies
