In this episode Mitch breaks down the wholesale portfolio change he recently made. This episode breaks down the why, how, and what changes were made moving from a single index fund portfolio to a more diversified portfolio of multiple asset classes all nested inside of cost efficient index fund ETFs.

In the episode I promised multiple show note links, and here they are:

Paul Merriman:

https://www.paulmerriman.com/portfolios-2023-updates#gsc.tab=0

Paul's Chart Referenced in my Episode:

https://irp.cdn-website.com/6b78c197/files/uploaded/(A1a)-UBH%20Tables%20(50-50)%20-%202023%20Returns.pdf

Paul's Ultimate Buy and Hold Podcast (And several subsequent episodes are VERY relevant):

https://podcasters.spotify.com/pod/show/sound-investing/episodes/The-Ultimate-Buy-and-Hold-Portfolio-2024-Update-e2gcb56

Paula Pant - Afford Anything Episodes:

https://affordanything.com/547-ask-paula-we-have-2-million-at-40-now-what/

https://affordanything.com/545-retire-at-30-the-math-behind-making-work-optional/