Sound Investing

So, you've chosen to be a buy-and-hold investor following one of Paul's Sound Investing portfolios.  Now, the question is, what to buy?  It's time to become a knowledgeable shopper.

Chris Pedersen describes the attributes that make an ETF or mutual fund more or less suited to implementing the portfolios we've discussed...

Chris Pedersen shows how to automate investing with simple 2-fund portfolios.  He discusses how target-date funds work and how to combine them with small-cap value funds to achieve results similar to more complicated portfolios.  He highlights the 2 Funds for Life fine-tuning table in the Portfolio Configurator and shows how it can be used to set expectations based on different allocations...

In this podcast Paul addresses the advantage of using a Flexible Distribution strategy.  He starts by mentioning the earlier podcasts that focused on the Sound Investing Portfolios, Fine Tuning Your Asset Allocation Tables and Fixed Distribution Tables D1.4, D1.5, D9.4 and D9.5.
He then focuses on  Flexible Distribution  Tables F1.4, F1.5, F1.6, F9.5 and F9.6...

The move from the accumulation to distribution period of an investors lifetime includes some very important decisions...

In segment #5 of the 2024 Book Camp Series Paul applies all of the first 4 segments lessons to putting the portfolios to work by making a regular monthly investment into several of the Sound Investing Portfolios. For those coming to the series for the first time Paul suggests listening to the first 4 segments.

#1 Stocks vs...

In the previous three podcasts we have addressed the long term decision between investing in stocks vs. bonds, what equity asset classes you might use in building your equity portfolio and how to combine the different equity asset classes to build the best portfolio for your different investments.

The purpose of each of the Boot Camp Series is to address some of the most important investment decisions...

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...

Paul recommends new listeners listen to the previous podcast on ⁠Equities vs. Bonds⁠ prior to this podcast. 

The purpose of this annual update is to remind investors of the power of equity asset class diversification.  Paul makes the case for the 10 equity asset class portfolio that he introduced over 25 years ago.  During the presentation he uses Tables A1a and A2a...

This podcast is the first in the series of 8 to 10 podcasts, videos and articles that will be found under Bootcamp and Best advice.

In this podcast Paul discusses the biggest investment decision of an investor's lifetime:  Invest in stocks or bonds.  He reviews the  long term risk and return for both important asset classes.  In each case there is a set of 3 tables that reflect the returns from 1928 to 2023...

Join Paul and Chris for this podcast/video they recorded. During the conversation Paul  mentions Chris’ free copy of  “2 Funds for Life”  and a fascinating interview with Professor Scott Cederburg on Rational Reminder.  Cederburg is an advocate for a lifetime portfolio of all equities...