In this presentation Paul explores the risk and returns of 8 Sound Investing Portfolios and the S&P 500 for the period 1970 to 2022.   He references 2 sets of tables for portfolios built with all U.S. equity asset classes as well as worldwide portfolios that are 50% each U.S. and international  and 70% U.S. and […] The post Sound Investing Portfolios Risk and Return History first appeared on Paul Merriman. The post Sound Investing Portfolios Risk and Return History appeared first on Paul Merriman.

Sound Investing Portfolios Risk and Return History

Dear Friends, If you are a young investor or if you trying to help a young investor, I think you will find the following calculator helpful. The calculator was created by Nick Maggiulli, C.E.O for Ritholtz Wealth Management.  He runs a wonderful website for data driven investors.  His Dollars and Data website is a perfect companion to […] The post Looking Back to Look Forward first appeared on Paul Merriman. The post Looking Back to Look Forward appeared first on Paul Merriman.

Looking Back to Look Forward

﻿ The podcast opens with a heads up on an exciting AAII presentation on October 11 at 6:30 EST.  Paul will make a one hour presentation on “The Case for Small Cap Value:  The Good, the Bad and the Ugly.” This presentation will include some interesting new tables that give a new perspective to this productive equity asset […] The post SPIVA REPORT: One of the most important studies on fund returns first appeared on Paul Merriman. The post SPIVA REPORT: One of the most important studies on fund returns appeared first on Paul Merriman.

SPIVA REPORT: One of the most important studies on fund returns

Dear Friends, On Saturday morning July 22, 2023 Chris Pedersen, our Director of Research, gave a free 2 hour online presentation to the Orange County Chapter of the American Association of Individual Investors (AAII).  Over 1400 people signed up and 650 showed up.  That is a record for signups as well as attendees for one […] The post Another Chris Pedersen Masterpiece first appeared on Paul Merriman. The post Another Chris Pedersen Masterpiece appeared first on Paul Merriman.

Another Chris Pedersen Masterpiece

On July 22, 2023 Chris Pedersen gave a 2 hour online presentation to the Orange County Chapter of the American Association of Individual Investors (AAII).  The title was “Best In Class Fund Selection and Behavior.”  Over 650 people attended the presentation, a record turnout for our presentations.  The video will be available in the coming […] The post AAII Orange County Chapter Q&A first appeared on Paul Merriman. The post AAII Orange County Chapter Q&A appeared first on Paul Merriman.

AAII Orange County Chapter Q&A

﻿ Some of the worst investment advice I know happens to millions of investors each year. Between paying commissions, paying higher expenses,  paying more taxes, being less diversified, and sitting on too much cash, so-called experts encourage investors to hold investments that are built to make as much as 2 to 4 percent less PER YEAR.Paul uses […] The post The Worst Investment Advice I Know first appeared on Paul Merriman. The post The Worst Investment Advice I Know appeared first on Paul Merriman.

Sound Investing Portfolios Risk and Return History

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