Episode Details

Of the many mutual fund and ETF portfolios on our website, paulmerriman.com, which of the dozen-plus portfolios is most appropriate for you, given your risk tolerance and need for investment return? The goal of this lively discussion — with Paul Merriman, Chris Pedersen and Daryl Bahls — is to help you decide.

Topics covered include:

• A short history of the Vanguard,Fidelity,T Rowe Price and Schwab portfolios — offered first on the Merriman Wealth Management website and moved to the website for The Merriman Financial Education Foundation.
• The Vanguard ETF Portfolio as well as the many Best-in-Class ETF portfolios, including the Ultimate Buy and Hold, U.S. 4 Fund Combo, Worldwide 4 Fund Combo, All Value, All Small Cap Value, and a series of 2 Funds for Life Portfolios.
• Regarding the Ultimate Buy and Hold Strategy, Paul discusses the use of the Fine Tuning Your Asset Allocation Tables to determine the best combination of stocks and bonds. Plus, those tables are used later in discussing the 4 Fund Combos.
• The many psychological considerations in selecting the right portfolio, explored by Daryl.
• A reminder of how patient a small-cap investor must be, by Chris, who also presents a new Tell Tale chart from 1928 to 2019.
• Consideration of the pros and cons of each of the ETF portfolios, by Chris.

Watch video here.