Beyond Buffet:  Everything You Need To Know About Value Investing

The following are resource materials to further explain and illuminate the slides presented in this presentation.

Slide 1:  http://blog.alphaarchitect.com/2017/02/08/greatest-stock-picker-of-all-time-buffett-or-lynch/#gs.tPrWwNg  For investors familiar with Peter Lynch and Warren Buffet, this article will give important insights into the success each had.  Plus, I think investors will enjoy who wins the fight between Lynch and Buffet.

 

Slide 2:  The free chapter (12 numbers to change your life) from Paul’s book, Financial Fitness Forever, includes the 12 numbers every financial plan needs to include.  http://paulmerriman.com/wp-content/uploads/2015/11/FRTG-Chapter-10-Move-to-Action.pdf

 

Slide 3:  Growth vs. value:  Two approaches to stock investing  https://www.merrilledge.com/article/growth-vs-value-investing-two-approaches-to-stocks

 

Slide 4:  Warren Buffet:  How he does it  http://www.investopedia.com/articles/01/071801.asp 

 

Slide 5:  Betterment Research: The Risk and Return of Value Investing

https://www.betterment.com/resources/investment-strategy/value-index-etf-not-value-investing-strategy-make/

 

Slide 6: Understanding Performance:  The S&P 500

http://paulmerriman.com/understanding-performance-sp-500-index/

 

Slides 7-9:  How a simple two-fund portfolio can boost your retirement returns

http://paulmerriman.com/simple-two-fund-portfolio-can-boost-retirement-returns/

 

Slides 11-12:  This link takes readers to 5 tables that compare the annual returns of many combinations of equity and asset classes.  The tables reflect the S&P 500 only equity class, as well as exposure to U.S. and international portfolios of growth and value, and a portfolio made up of mostly value companies.  http://paulmerriman.com/fine-tuning-tables-2017/

 

Slide 13:  This link shows recommended portfolio of ETFs investing in value stocks.  http://paulmerriman.com/best-class-recommended-portfolios/

 

Slides 15-16:  http://paulmerriman.com/fine-tuning-tables-2017/

 

Slides 17-18:  This link shows distribution tables based on the Fine Tuning Tables in slides for 15-16 above.  These tables reflect a wide range of combinations of asset classes and distribution strategies ranging from very conservative to aggressive asset allocation, as well as fixed and flexible payouts.

 

Slide 20:  Recommendations for Vanguard, Fidelity and T Rowe Price no-load mutual funds: http://paulmerriman.com/mutual-funds/

Recommendations for Vanguard, Fidelity, Schwab and TD Ameritrade commission-free ETFs:  http://paulmerriman.com/etf/

Recommendations for Best-in-Class ETFs:  

http://paulmerriman.com/best-class-recommended-portfolios/

For more articles on accumulation, distribution, asset class selection, asset allocation and index funds check out a list of Paul’s most popular articles from Marketwatch.com.  http://paulmerriman.com/20-top-marketwatch-articles/