2017 Update: Fine-Tuning Your Asset Allocations


Paul discusses the latest update of the Fine-Tuning Your Asset Allocation tables, which compare three different portfolio scenarios.  In this podcast he focuses on the Ultimate Buy-and-Hold All-Value Equity Portfolio. The “Fine-Tuning Tuning Your Asset Allocation” table – created and updated by Paul and Rich Buck for 15 years – allows investors to compare possible returns and likely risks of various combinations of asset classes. The 2017 FTYAA Table compares all-value, worldwide equities, and the S&P 500, which is the most common benchmark for returns and risk.

You can see and access all of Paul’s recommended portfolios by setting up a free account at Motif Investing and then SEARCHING FOR: “MERRIMAN DIVERSIFIED.”