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In this podcast and video, Paul Merriman, Chris Pedersen and Daryl Bahls discuss the 2022 update of "No-Nonsense Portfolios" Tables along with new tables used in a recent presentation at the 2022 White Coat Investor Conference. That presentation was entitled “The Inside Story of 150 Portfolios Better Than Yours.” The two tables compare the risk and return of 20 different portfolios.
Those listening to the podcast should review the tables before listening.
Lessons learned:
· There are many ways to measure risk
· Higher returns can be achieved at less risk
· The risk of having too much of a portfolio in one asset class
· The importance of combining small and value with traditional large-cap blend portfolio
· Rebalancing of an equity portfolio can increase the long-term return
· A portfolio can never score well during the decade periods but end up #1 for the whole period
· The portfolio that grew to $9.5 million was less risky than the one that grew to $1.9 million
After the discussion of the tables, Chris, Daryl and Paul talk about the portfolios they would recommend.
By Paul Merriman4.6
336336 ratings
In this podcast and video, Paul Merriman, Chris Pedersen and Daryl Bahls discuss the 2022 update of "No-Nonsense Portfolios" Tables along with new tables used in a recent presentation at the 2022 White Coat Investor Conference. That presentation was entitled “The Inside Story of 150 Portfolios Better Than Yours.” The two tables compare the risk and return of 20 different portfolios.
Those listening to the podcast should review the tables before listening.
Lessons learned:
· There are many ways to measure risk
· Higher returns can be achieved at less risk
· The risk of having too much of a portfolio in one asset class
· The importance of combining small and value with traditional large-cap blend portfolio
· Rebalancing of an equity portfolio can increase the long-term return
· A portfolio can never score well during the decade periods but end up #1 for the whole period
· The portfolio that grew to $9.5 million was less risky than the one that grew to $1.9 million
After the discussion of the tables, Chris, Daryl and Paul talk about the portfolios they would recommend.

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