Which Is the Best 1-, 2-, 3- and 4-Fund Strategy?

#Investing #AssetAllocation #Diversification #InvestmentStrategies #Investments

In this live presentation, hosted by AAII on Sept. 23, 2020, Paul Merriman compares 10 different simple strategies for constructing a portfolio using mutual funds or exchange-traded funds (ETFs). The strategies are favorites of the Bogleheads, Rick Ferri, Warren Buffett, John Bogle and Merriman. He provides a list of The Merriman Financial Education Foundation’s recommended funds at Vanguard and Fidelity as well as the best-in-class ETFs to build these portfolios. He is joined by Chris Pedersen, the Foundation’s Director of Research and Daryl Bahls, Director of Analytics, for a Q&A session with the audience. Learn more at PaulMerriman.com

Watch this webinar and learn:
-How to compare the most important risk and return characteristics of each of these strategies
-The weakness of each combination
-The impact of adding bonds to several of the most profitable portfolios

If you’d like your own free pdf of the Powerpoint for this presentation, click here for an immediate download: https://paulmerriman.com/wp-content/uploads/2020/09/AAII-MerrimanSeptember-23-2020-FINAL.pdf

AAII Articles
By Paul Merriman
The Four Asset Classes With Great Long-Term Performance (https://www.aaii.com/journal/article/13009-the-four-asset-classes-with-great-long-term-performance?)
Making Sense of Investment Risk (https://www.aaii.com/journal/article/10677-digging-deeper-into-diversification)
Digging Deeper Into Diversification (https://www.aaii.com/journal/article/10677-digging-deeper-into-diversification)
Solving the Problem of Retirement (https://www.aaii.com/journal/article/solving-the-problem-of-retirement)
Power Your Portfolio With Value (https://www.aaii.com/journal/article/power-your-portfolio-with-value)

By Chris Pedersen
Simple & Effective Balanced Portfolios for Lifetime Investing Success (https://www.aaii.com/webinars)
Making the Most of Target-Date Funds Before and During Retirement (https://www.aaii.com/journal/article/10960-making-the-most-of-target-date-funds-before-and-during-retirement)
Choosing Best-in-Class ETFs (https://www.aaii.com/journal/article/10724-choosing-best-in-class-etfs)

From the Archives
Achieving Greater Long-Term Wealth Through Index Funds (https://www.aaii.com/journal/article/achieving-greater-long-term-wealth-through-index-funds)
A Look Back at History: Lessons From the Financial Crisis (https://www.aaii.com/journal/article/a-look-back-at-history-lessons-from-the-financial-crisis)
Simple Guidelines Can Help You Master Portfolio Allocation (https://www.aaii.com/journal/article/13004-simple-guidelines-can-help-you-master-portfolio-allocation.)
Determining the Appropriate Level of Risk for You (https://www.aaii.com/journal/article/12919-determining-the-appropriate-level-of-risk-for-you)
The Basics of Real Estate Investment Trusts (REITs) (https://www.aaii.com/journal/article/the-basics-of-real-estate-investment-trusts-reits)
The Changes Being Made to AAII’s Asset Allocation Models (https://www.aaii.com/journal/article/13007-the-changes-being-made-to-aaiis-asset-allocation-models)
Rebalancing Update: First Signal in Six Years to Adjust Allocations Issued (https://www.aaii.com/journal/article/10906-rebalancing-update-first-signal-in-six-years-to-adjust-allocations-issued)

Other Resources Mentioned
Merriman Financial Education Foundation (https://paulmerriman.com)
ChooseFI.com (https://www.choosefi.com)

Books by Paul Merriman
“First-Time Investor” (https://paulmerriman.com/first-time-i...)
“Get Smart or Get Screwed” (https://paulmerriman.com/get-smart-or...)
“101 Investment Decisions” (https://paulmerriman.com/101-investme...)

Speech by John Bogle: The Telltale Chart (http://johncbogle.com/speeches/JCB_Morningstar_6-02.pdf)
150 Portfolios Better Than Yours (https://www.whitecoatinvestor.com/150-portfolios-better-than-yours/)
235 Portfolios Better Than Yours (https://www.portfolioeinstein.com/235-portfolios-better-than-yours)

Want more financial education? Learn more about AAII at https://www.aaii.com  

ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

This video, like all material produced or presented by Paul Merriman and The Merriman Education Foundation, is for informational and entertainment purposes only and should not be construed as advice of any kind.

Видео Which Is the Best 1-, 2-, 3- and 4-Fund Strategy? канала Paul Merriman