Sound Investing

Q&A With Chris Pedersen and Daryl Bahls: Thinking Through Your Portfolio Choices


Listen Later

Paul sits down with Chris Pedersen and Daryl Bahls for the first Q&A session in months — and this one is built around the questions readers and listeners ask most often. Chris and Daryl share what they're working on next (Best-in-Class ETF updates, Target Date Fund work, telltale charts, risk-adjusted return analysis), Paul talks about a smarter way to use AI for the questions outside our wheelhouse, and the team works through six reader questions about portfolio design — from combining model portfolios to choosing between fund families.

If you've ever wondered whether your portfolio is "right," this conversation will help you think about it the way Chris and Daryl do.

  1. 8:30 — Should I combine the Worldwide Four Fund, U.S. Four Fund, and Worldwide All Value with a small cap value tilt?
  2. 16:00 — How do I read the Sound Investing tables to compare portfolios?
  3. 30:30 — Worldwide All Small Cap Value vs. the U.S. Two Fund — which is better?
  4. 38:15 — My Vanguard Four Fund uses VOO, VTV, VB, and VBR — am I using the right ETFs?
  5. 41:30 — How do Vanguard, Fidelity, Schwab, DFA, and Avantis compare on size and value exposure?
  6. 46:30 — How do I get help with Merriman portfolios when I need it?

Table B2 Table H2 Fine Tuning Tables Portfolio Configurator

You'll get the full answers, the data behind them, and Chris and Daryl's reasoning by watching or listening.

Watch the video here- https://youtu.be/BdTNOkALpuQ

...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

336 ratings


More shows like Sound Investing

View all
The Stacking Benjamins Show by Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

The Stacking Benjamins Show

1,993 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

448 Listeners

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

801 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

786 Listeners

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

Retirement Answer Man

1,331 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

535 Listeners

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

The Retirement and IRA Show

753 Listeners

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

Big Picture Retirement®

545 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

696 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

197 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

617 Listeners

The Long View by Morningstar, Christine Benz - Director of Personal Finance and Retirement Planning, Ben Johnson - Head of Client Solutions, Amy Arnott - Portfolio Strategist

The Long View

935 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

206 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

143 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,069 Listeners