This is the second presentation in the Boot Camp Series. Click for video.
The first presentation (Stocks Vs. Bonds) will be available in the next two weeks.
This presentation makes the case for diversifying a portfolio using multiple equity asset classes.
Paul uses 4 set of tables to make his case:
A1a: Ultimate Buy & Hold Equity Portfolio (50% US/50% Int'l)
A2a: Alternative Equity Portfolio Tables (50% US/50% Int'l)
A1b: Ultimate Buy & Hold Equity Portfolio (70% US/30% Int'l)
A-2b: Alternative Equity Portfolio Tables (70% US/30% Int'l)
Paul also mentions the recent video/podcast that addresses the Sound Investing Portfolios. https://www.youtube.com/watch?v=XGv0ZdZ8adk
https://www.paulmerriman.com/2025-bootcamp-3-sound-investing-portfolios
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