Sound Investing

Configurators, Returns and Risks, and 2 Thumbs Up Movie Review


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Paul, Chris, and Daryl are back together for the first time in 2024.  The podcast starts with Chris demonstrating a new and improved Portfolio Configurator, which adds the 2 Funds for Life portfolios. Now, investors can see how the equity portion of Sound Investing Portfolios, like the Ultimate Buy and Hold or Four Fund Combos, compare to various 2 Funds for Life approaches.  

Next, they discuss the question "Which backtested portfolio has the highest return per unit of risk, and shouldn't we all be using that one?"  Daryl uses Table H2, and Chris uses the 2 Funds for Life Fine Tuning Table to point out various ways investors might define risk and try to find the portfolio with the best return per unit of risk.

The podcast closes with some thoughts on 2024, and requests for feedback on the new Portfolio Configurator.   Chris, Daryl and Paul also comment on the new documentary, “Turn Off the Noise.” This documentary is available free through the end of the month.

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Sound InvestingBy Paul Merriman

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