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
Slide 6: Understanding Performance: The S&P 500
Slides 7-9: How a simple two-fund portfolio can boost your 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:
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/