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Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison

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Manage episode 505780126 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 first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equities and fixed income. In this presentation Paul uses the S&P 500 in both the all equity and the 60/40 stock/bond portfolio. He uses the following tables during his presentation.

Table B1 Fine Tuning Table: S&P 500 Equity Portfolio

Table H2a Sound Investing Portfolios (these portfolios are all 100% equities)

Table H2 Sound Investing Portfolios (these portfolios are all 60% equities/40% fixed income) (NEW)

Table C1 Fixed Contributions ($1,000/yr: S&P 500 Equity Portfolio
In the next presentation he does the same analysis using the U.S. 4 Fund and Worldwide 4 Fund Portfolios for the equity portion of the portfolio.

  continue reading

513 episodes

Artwork
iconShare
 
Manage episode 505780126 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 first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equities and fixed income. In this presentation Paul uses the S&P 500 in both the all equity and the 60/40 stock/bond portfolio. He uses the following tables during his presentation.

Table B1 Fine Tuning Table: S&P 500 Equity Portfolio

Table H2a Sound Investing Portfolios (these portfolios are all 100% equities)

Table H2 Sound Investing Portfolios (these portfolios are all 60% equities/40% fixed income) (NEW)

Table C1 Fixed Contributions ($1,000/yr: S&P 500 Equity Portfolio
In the next presentation he does the same analysis using the U.S. 4 Fund and Worldwide 4 Fund Portfolios for the equity portion of the portfolio.

  continue reading

513 episodes

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