Sound Investing

Weekly podcasts with Paul Merriman. Strategic planning for investing at every stage of life.

https://paulmerriman.com

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Sound Investing Portfolios: 2024 Update


In this podcast Paul addresses the construction, returns and risks of the Sound Investing Portfolios.

Table H1a lists the 9 Sound Investing Portfolios and includes percentages of each of the asset classes included in each portfolio.Table 

H2a lists the risk and return data for each portfolio.  The table compares profitable  years, unprofitable years, decade returns and total return of a $10,000 investment.

Table H3a lists the portfolios annual return for each year for the period 1970-2023.

Paul encourages listeners to pose questions regarding the Sound Investing Portfolios.  Send questions to paul@paulmerriman.com.  


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 March 6, 2024  34m