Sound Investing

How can I test results if I want to make changes to my portfolios? And other great questions

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Paul discusses the latest Equity and Fixed Income Tables (1928-2021). Also, see updates of The Ultimate Buy & Hold Fine Tuning Your Asset Allocation, Fixed Contributions and No-Nonsense Tables.

Plus, he answers the following questions:

  • How can I determine expected risk and return of a portfolio that combines investments from several of your portfolios?
  • Is there any benefit adding international large-cap fund to the U.S. 4 Fund Portfolio?
  • Is the 60/40 portfolio dead?
  • Should I add alternative investments to my portfolio?
  • How do I track my results if I start my investment mid-year?
  • Does it make sense to substitute your Vanguard Monthly Income Fund for your Government Bond fund recommendations?
  • What are your rebalancing recommendations?

    • Paul ends with a wonderful comment from a young investor about dealing with the temptation to check his results daily.

    ...more
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    Sound InvestingBy Paul Merriman
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