Sound Investing

Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison


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This is the first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equities and fixed income.  In this presentation Paul uses the S&P 500 in  both the all equity and the 60/40 stock/bond portfolio.  He uses the following tables during his presentation.


Table B1 Fine Tuning Table: S&P 500 Equity Portfolio


Table H2a Sound Investing Portfolios (these portfolios are all 100% equities)


Table H2 Sound Investing Portfolios (these portfolios are all 60% equities/40% fixed income) (NEW)


Table C1 Fixed Contributions ($1,000/yr: S&P 500 Equity Portfolio
In the next presentation he does the same analysis using the U.S. 4 Fund and Worldwide 4 Fund Portfolios for the equity portion of the portfolio.

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Sound InvestingBy Paul Merriman

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