Uploaded September 2021 | Updated September 2026, 2 weeks ago
Paul talks with Barbara Friedberg (barbarafriedbergpersonalfinance.com/), financial writer and former investment portfolio manager, about his popular 4 fund combo and how and why to implement it. Among their discussion is how the 4 fund combo (paulmerriman.com/4-fund-combo/) strategy outperformed the S&P 500 over the last 92 years. From 1928 through 2020 the Merriman 4-fund portfolio earned an average annual return of 11.7% versus the S&P 500 average return of 10.00%.
[This video is also available as a video at: paulmerriman.com/the-four-fund-portfolio-yields-higher-returns/].
The Merriman Financial Education Foundation Four Fund Combo –
- Small Cap Value
- Small Cap Blend
- Large Cap Value
- S&P 500
Sign up for free at M-1 Finance and create your own 4 Fund Combo: m1finance.8bxp97.net/aXrzb
(Affiliate Link – If you fund an account for $1,000 or more, The Merriman Financial Education Foundation receives a one-time affiliate fee.)
Watch our M1 finance video tutorial with Chris Pedersen
youtube.com/watch?v=02_KIRvBbmo
Barbara A. Friedberg, MBA, is a former investment portfolio manager and university finance and investing instructor. She currently owns and manages two Investing websites: Robo-Advisor Pros roboadvisorpros.com and Barbara Friedberg Personal Finance
barbarafriedbergpersonalfinance.com
Paul talks with Barbara Friedberg (barbarafriedbergpersonalfinance.com/), financial writer and former investment portfolio manager, about his popular 4 fund combo and how and why to implement it. Among their discussion is how the 4 fund combo (paulmerriman.com/4-fund-combo/) strategy outperformed the S&P 500 over the last 92 years. From 1928 through 2020 the Merriman 4-fund portfolio earned an average annual return of 11.7% versus the S&P 500 average return of 10.00%.
[This video is also available as a video at: paulmerriman.com/the-four-fund-portfolio-yields-higher-returns/].
The Merriman Financial Education Foundation Four Fund Combo –
- Small Cap Value
- Small Cap Blend
- Large Cap Value
- S&P 500
Sign up for free at M-1 Finance and create your own 4 Fund Combo: m1finance.8bxp97.net/aXrzb
(Affiliate Link – If you fund an account for $1,000 or more, The Merriman Financial Education Foundation receives a one-time affiliate fee.)
Watch our M1 finance video tutorial with Chris Pedersen
youtube.com/watch?v=02_KIRvBbmo
Barbara A. Friedberg, MBA, is a former investment portfolio manager and university finance and investing instructor. She currently owns and manages two Investing websites: Robo-Advisor Pros roboadvisorpros.com and Barbara Friedberg Personal Finance
barbarafriedbergpersonalfinance.com
