Portfolios 2023 Updates | Merriman Financial Education Foundation

Portfolios 2023 Updates

The primary purpose of the information on this page is to help do it yourself investors find a combination of equity asset classes to build a lifetime equity portfolio. Each of the recommended portfolios are tracked and compared for risk and return for the period 1970-2022.

Article

Seven simple portfolios that have beaten the S&P 500 for more than 50 years.

Podcast

Sound Investing Portfolios Risk and Return History

Video

Sound Investing Portfolios Risk and Return History

U ltimate Buy and Hold Update 2023

Tables

Sound Investing Portfolios 50-50

Sound Investing Portfolios 70-30

Disclosures

Data Disclosure Notice – Funds (1970-Present)

Data Disclosure Notice – Indexes (1928-Present)

The Merriman Financial Education Foundation is a registered 501(c)(3) organization founded in 2012.

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Disclaimer

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.

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