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
Ultimate 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)
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