May 2017 Update of Fine Tuning Your Asset Allocation

This is the second of the four most important podcasts I do each year. For those who have listened to previous Fine Tuning Your Asset Allocation podcasts, this one is the best I’ve done. I normally discuss only the implications of investing in the worldwide equity portfolio, along with many combinations of fixed income. The purpose of this discussion and the table is to find the right combination of equity and fixed income for you. This discussion covers the combinations of bonds and the S&P, 50% U.S./50% international worldwide equity Portfolio, 70% U.S./30% international equity worldwide portfolio, 50% U.S./50% international all-value equity portfolio and 70% U.S./30% international all-value equity portfolio. You can review the numbers more effectively by downloading the 5 tables at http://paulmerriman.com/fine-tuning-tables-2017/.