Sound Investing

Bootcamp #4- Fine Tuning Your Asset Allocation 2025 Update


Listen Later

Here is the video link-

This is the 4th in a series of 9 Boot Camp videos/podcasts.  

The previous three segments covered :

  1. Stocks vs. Bonds
  2. The Ultimate Buy and Hold Portfolio
  3. Sound Investing Portfolios.


In this presentation Paul focuses on the differences between the risks and returns of different percentages stocks and bonds.  He also discusses one table that mixes different percentages of the S&P 500 and small cap value.Here are a couple of videos that focus on small cap value.

$13.83 Million? Yes Please! Paul Merriman’s Small Cap Value Strategy

The one asset class you must own

...more
View all episodesView all episodes
Download on the App Store

Sound InvestingBy Paul Merriman

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

326 ratings


More shows like Sound Investing

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

448 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

786 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,992 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

745 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

735 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,290 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

515 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

525 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

667 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

595 Listeners

The Long View by Morningstar

The Long View

886 Listeners

Simple, but Not Easy by Morningstar

Simple, but Not Easy

83 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

793 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

187 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

132 Listeners