Sound Investing

2 Funds for Life Q and A

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Join Paul and Chris to follow up on Chris’ video on "2 Funds for Life Update 2024" .

In this discussion Chris covers the history of the development of this popular portfolio, as well as his new table that covers the expected returns for all of the periods from ages 20 to over 90.


The discussion included comments on:

  • The advantages of Blackrock over Vanguard target date funds and why it should make over .5% a year more over their lifetimes.
  • The reasons paying more for a small cap value fund may pay big rewards over the long term.
  • The advantages and disadvantages of the more aggressive 2 Funds for Life Portfolios.
  • How to build the Portfolio by using several different accounts
  • The impact of rebalancing vs. letting the 2 funds grow independently

    • Watch video here

    ...more
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    Sound InvestingBy Paul Merriman
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