Uploaded December 2024 | Updated September 2026, 2 weeks ago
For many years the most popular table on our website was Table A1a, focused on the impact of building a worldwide portfolio of equity index funds. This table was called “The Ultimate Buy and Hold Portfolio” and is discussed in this video recorded early this year. youtube.com/watch?v=hBoYWiRtKEw&list=PLJHsocwG3Vk-uHKL-zsqyGwFSFLTuI6PI
In this video Daryl Bahls, Chris Pedersen and Paul discus a new “most popular” table. Table K1a: 4 US Asset Class Indexes &4 Fund Combo Relative Return Ranking (1928-2023) (irp.cdn-website.com/6b78c197/dms3rep/multi/%28K%29+Quilt+Charts+%281928-2023%29_Page_02.jpg) This quilt chart helps investors create a better sense of what to expect from these 4 equity asset classes and the importance of combining many equity asset classes to earn better returns with less volatility.
The video explores 10 quilt charts that represent returns over several different time periods. The following list includes links to all of these tables.
Table K1a: 4 US Asset Class Indexes &4 Fund Combo Relative Return Ranking (1928-2023) bit.ly/3CWg9CO
Table K2a: Asset Classes & 4 Fund Combo (1928-2023) Return Rank Frequency bit.ly/3OKSp77
Table K3a: Asset Class Index Return 10 Year Periods (1928-2023) bit.ly/4f0XNhn
Table K3c: Asset Class Index Returns: 20 Year Periods (1928-2023) bit.ly/3OYVzEN
Table K3e: Asset Class Returns: 5 Year Periods (1928-1977) bit.ly/4fUEpny
Table K3f: Asset Class Returns: 5 Year Periods (1978-2023) bit.ly/4ijvRYH
Table K6a: Sound Investing Portfolios, S&P 500& US SCV Relative Return Ranking (1928-2023) bit.ly/3Zzu4rj
Table K7a: Sound Investing Portfolios, S&P 500& SCV (1928-2023) Return Rank Frequency bit.ly/3ZhYcGq
Table K8e: Sound Investing Portfolio Returns: 5 Year Periods (1928-1977) bit.ly/3BcJgBe
Table K8f: Sound Investing Portfolio Returns: 5 Year Periods (1978-2023) bit.ly/3Zz3RZZ
Table H1a: List of Sound Investing Portfolios: Asset Allocations (50% US / 50% Int’t) (1970-2023) bit.ly/4fTAWWn
Table H2a: Sound Investing Portfolios: Comparison Data (50% US / 50% Int’l) (1970-2023) bit.ly/3Ba7f4a
For many years the most popular table on our website was Table A1a, focused on the impact of building a worldwide portfolio of equity index funds. This table was called “The Ultimate Buy and Hold Portfolio” and is discussed in this video recorded early this year. youtube.com/watch?v=hBoYWiRtKEw&list=PLJHsocwG3Vk-uHKL-zsqyGwFSFLTuI6PI
In this video Daryl Bahls, Chris Pedersen and Paul discus a new “most popular” table. Table K1a: 4 US Asset Class Indexes &4 Fund Combo Relative Return Ranking (1928-2023) (irp.cdn-website.com/6b78c197/dms3rep/multi/%28K%29+Quilt+Charts+%281928-2023%29_Page_02.jpg) This quilt chart helps investors create a better sense of what to expect from these 4 equity asset classes and the importance of combining many equity asset classes to earn better returns with less volatility.
The video explores 10 quilt charts that represent returns over several different time periods. The following list includes links to all of these tables.
Table K1a: 4 US Asset Class Indexes &4 Fund Combo Relative Return Ranking (1928-2023) bit.ly/3CWg9CO
Table K2a: Asset Classes & 4 Fund Combo (1928-2023) Return Rank Frequency bit.ly/3OKSp77
Table K3a: Asset Class Index Return 10 Year Periods (1928-2023) bit.ly/4f0XNhn
Table K3c: Asset Class Index Returns: 20 Year Periods (1928-2023) bit.ly/3OYVzEN
Table K3e: Asset Class Returns: 5 Year Periods (1928-1977) bit.ly/4fUEpny
Table K3f: Asset Class Returns: 5 Year Periods (1978-2023) bit.ly/4ijvRYH
Table K6a: Sound Investing Portfolios, S&P 500& US SCV Relative Return Ranking (1928-2023) bit.ly/3Zzu4rj
Table K7a: Sound Investing Portfolios, S&P 500& SCV (1928-2023) Return Rank Frequency bit.ly/3ZhYcGq
Table K8e: Sound Investing Portfolio Returns: 5 Year Periods (1928-1977) bit.ly/3BcJgBe
Table K8f: Sound Investing Portfolio Returns: 5 Year Periods (1978-2023) bit.ly/3Zz3RZZ
Table H1a: List of Sound Investing Portfolios: Asset Allocations (50% US / 50% Int’t) (1970-2023) bit.ly/4fTAWWn
Table H2a: Sound Investing Portfolios: Comparison Data (50% US / 50% Int’l) (1970-2023) bit.ly/3Ba7f4a
