When the market finally turns around and heads back up, what kind of portfolios are likely to perform better than the market in general? In this podcast Paul shares what he calls the Comeback Portfolio. During the discussion he uses some existing tables plus a couple of new tables to make his case. For those who want to download the tables here are the links in order of use:
Summary of 1, 15 and 40 years of Equity Returns (1928-2019)
Table 1 and Table 3 from Annualized Asset Class Returns by Decade: 1930-2019
Ultimate Buy and Hold Worldwide Equity Portfolio Tables (50% US / 50% Int'l)
4-Fund Combo Equity Portfolio Tables (100% US / 00% Int’l)
Fine-Tuning Table 4-Fund Combo Equity Portfolio
On April 11, Silicon Valley AAII is hosting an online workshop with Paul and Chris Pedersen. For those interested in attending please find the details at https://www.eventbrite.com/e/sv-aaii-april-main-event-the-ultimate-buy-and-hold-strategy-tickets-100032899094
Check out hundreds of free articles, videos, books and mutual fund/ETF recommendations at PaulMerriman.com and sign up for
Paul’s free weekly newsletter!
The Merriman Financial Education Foundation is a registered 501(c)(3) organization founded in 2012.
All donations are used to support our work. Deductions are permissible to the extent of the law.
Contact us at info@paulmerriman.com
All information on this site is provided free of charge (with the exception of books for sale) and is funded in full by The Merriman Financial Education Foundation.
Anyone wishing to use this educational information in web-based or printed materials are welcome to do so with the following attribution and link:
“This information freely provided courtesy of PaulMerriman.com.” We would also appreciate a copy and link of where it has been published via email.
All Rights Reserved