Sound Investing

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


Listen Later

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.

...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

2,000 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

450 Listeners

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

816 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

788 Listeners

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

Retirement Answer Man

1,312 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

543 Listeners

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

The Retirement and IRA Show

752 Listeners

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

Big Picture Retirement®

557 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

694 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

190 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

616 Listeners

The Long View by Morningstar

The Long View

934 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

200 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

145 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,062 Listeners