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Bootcamp #2 The Ultimate Buy and Hold Portfolio: Update 2025

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Manage episode 466305701 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This is the second presentation in the Boot Camp Series.Click for video.

The first presentation (Stocks Vs. Bonds) will be available in the next two weeks.

This presentation makes the case for diversifying a portfolio using multiple equity asset classes.

Paul uses 4 set of tables to make his case:

A1a:Ultimate Buy & Hold Equity Portfolio (50% US/50% Int'l)

A2a:Alternative Equity Portfolio Tables (50% US/50% Int'l)

A1b:Ultimate Buy & Hold Equity Portfolio (70% US/30% Int'l)

A-2b: Alternative Equity Portfolio Tables (70% US/30% Int'l)

Paul also mentions the recent video/podcast that addresses the Sound Investing Portfolios.https://www.youtube.com/watch?v=XGv0ZdZ8adk

https://www.paulmerriman.com/2025-bootcamp-3-sound-investing-portfolios

  continue reading

503 episodes

Artwork
iconShare
 
Manage episode 466305701 series 2784377
Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This is the second presentation in the Boot Camp Series.Click for video.

The first presentation (Stocks Vs. Bonds) will be available in the next two weeks.

This presentation makes the case for diversifying a portfolio using multiple equity asset classes.

Paul uses 4 set of tables to make his case:

A1a:Ultimate Buy & Hold Equity Portfolio (50% US/50% Int'l)

A2a:Alternative Equity Portfolio Tables (50% US/50% Int'l)

A1b:Ultimate Buy & Hold Equity Portfolio (70% US/30% Int'l)

A-2b: Alternative Equity Portfolio Tables (70% US/30% Int'l)

Paul also mentions the recent video/podcast that addresses the Sound Investing Portfolios.https://www.youtube.com/watch?v=XGv0ZdZ8adk

https://www.paulmerriman.com/2025-bootcamp-3-sound-investing-portfolios

  continue reading

503 episodes

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