2018 Update of Paul’s “Ultimate Buy-and-Hold” Portfolio

By Paul Merriman / February 14, 2018


For many years Paul and Rich have updated the Ultimate Buy-and-Hold Portfolio, and have posted the updates for 2018.  This podcast is a step-by-step discussion of building a portfolio of 10 major equity asset classes. We want to make very clear how much impact each of these asset classes has on the long-term return of the portfolio, as well as the standard deviation (volatility).  For more on the topic, here are links to two new articles and the table referenced in the podcast.