Sound Investing

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...

Paul looks at the guaranteed advantages of 10 different investment decisions.  He also challenges one of the oldest claims about our expectations for returns. 

During the presentation he discusses the important differences between investment success and investor success.  He encourages all listeners to get the free pdf of Paul Heys book, “Spending Your Way to Wealth(s).” 

In the process of looking for a document I  came across a group of questions that had been hidden away in my saved documents. 

The good news is the list included some great questions.  The bad news is I'm not sure which presentation generated the questions. 

1.  What are the best investments to make and what milestones should an investor reach?

2...

In this podcast Paul discusses ten million dollar mistakes investors make, along with the mistake that is the biggest reason he believes most investors fail to achieve the return they deserve.  As part of his presentation he references the following two tables.

Table 1 and Table 2. 

D1.3

D1.4

Paul reminds listeners to forward copies of our 3 free books.

Paul, Chris, and Daryl are back together for the first time in 2024.  The podcast starts with Chris demonstrating a new and improved Portfolio Configurator, which adds the 2 Funds for Life portfolios. Now, investors can see how the equity portion of Sound Investing Portfolios, like the Ultimate Buy and Hold or Four Fund Combos, compare to various 2 Funds for Life approaches...

Trust is the key for most investors to stay the course for the long term.  I formed a lasting trust in the academic work of Drs. Fama and French when I attended a 2 or 3 day workshop at Dimensional Fund Advisors in 1994.  
That trust led our firm to use the DFA funds since the mid 90s...