As promised to the more than 125 attendees of this Puget Sound chapter presentation, Paul answers the following 20 questions. Since many investors have the same or similar concerns, this podcast should be of interest and use to a broad range of investors, from first-time to well into retirement.
buy and hold
Paul discusses the Ultimate Buy-and-Hold Strategy – its value to protect your money and provide peace of mind no matter what the market does – and much more, with Rob Berger of DoughRoller, a website dedicated to “making the most of your money.” Rob’s mission is to help people make sense out of the ever-more complicated world of personal finance, investing, and money management. A transcript of the interview can be read here.
Every year Paul updates his Ultimate Buy & Hold Portfolio. In this podcast he covers the original 50/50 U.S. and international equity asset classes, AND the recent all-value portfolio (find those tables here). What if you added each of the asset classes – that have historically led to higher returns – without increasing risk? Join Paul to consider the impact. To follow along, Paul recommends that you print out the 2017 Tables and the 2-Fund Portfolio table
keywords: buy and hold, asset class allocation, all value portfolio, return without risk, paul merriman podcast, sound investing
Paul talks with collaborator Chris Pedersen about the new Motif Investing portfolios they created based on Paul’s Ultimate Buy and Hold portfolio strategies and sound investing principles. These portfolios were created to make it simple and inexpensive for anyone with a minimum of $300 to get started investing now; and also for those more-seasoned investors to implement Paul’s principles and rebalance annually with one click. Learn more here.
Paul explains why he’s excited to offer this new, easy, low-cost way to implement his Ultimate Buy and Hold portfolio recommendations, and invest wisely for the long term. To learn more about Paul’s “one-click-and-you-re-done” portfolios at Motif Investing, Click here.
Paul explains why to have bonds in your portfolio and the best ways to get invested if you are afraid of losing money in a rising interest rate market. This should be one of the easiest of all investing decisions but, with all the worry about inflation and higher interest rates, many investors are paralyzed. The answer is simple for those who are pure buy and holders, and simple for those who want to apply a little market timing. Paul addresses both groups, but concludes that very simple is not necessarily very easy.