Fine Tuning Your Asset Allocation 2023

This video is the third in a series of seven videos that are designed to help do it yourself investors learn how to maximize their return, minimize their risk and increase their peace of mind. It will be beneficial to watch The Ultimate Buy and Hold Portfolio • The Ultimate Buy and H... and Sound Investing Portfolios: The History of Risk and Return • Sound Investing Portfo... videos before viewing this video.
In this video Paul is joined by Daryl Bahls and Chris Pedersen to discuss how the Fine Tuning Your Asset Allocation Tables were built and how they can be used to build a portfolio that combines the appropriate equity portfolio for growth with the appropriate amount of bonds to stabilize the portfolio during severe market declines. While the following link includes Fine Tuning Tables for all 9 portfolios paulmerriman.c... the discussion focuses on tables B1 (S&P 500) paulmerriman.c... , B7 (Ultimate Buy and Hold Worldwide Portfolio) paulmerriman.c... B8 (WW 4-Fund Equity Portfolio), paulmerriman.c... B9 (U.S 4-Fund Equity Portfolio), B14 (U.S. 2-Fund Equity Portfolio. paulmerriman.c...
The discussion includes:
Why the Fine Tuning Tables are important for do it yourself investors
How the Tables were constructed paulmerriman.c...
How the Tables can be used to match combinations of equities and fixed income to determine an investors need for return and risk limits
How last years bond market collapse impacted investor returns
How The 10 fund Ultimate Buy and Hold Portfolio and bond combinations risk and return compare with the WW and U.S. 4 Fund Portfolios as well as the U.S. 2-Fund Portfolio
What could go wrong in the future and why investors may not make as much as the tables suggest
Disclaimer:
This information is intended to be used and must be used for information purposes only.
We are not investment or tax advisors, and this should not be considered advice. It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment.
The information we present is based on our own research and opinions. We believe the information presented herein to be true and accurate at the time of publication but do not guarantee the accuracy of every statement, nor guarantee that the information will not change in the future.
It is important that you independently research any information that you wish to rely upon, whether for the purpose of making an investment or tax decision, or otherwise. No content on the website (paulmerriman.com) or related sites, nor any content in our newsletters, email, or related content, constitutes, nor should be understood as constituting, a recommendation to engage in any of the investment strategies we present.
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[@smalltalk.productions9977]

Paul, Chris and Daryl are always such a help in offering thoughtful conversation and solutions to the issues addressed. BIG thumbs up. (Please note: there are comments here that clearly are bots trying to lure viewers to specific advisers. Please be VERY careful.)

[@shaunallen8902]

Thanks Paul, Chris and Daryl

[@70qq]

🤘🏻

[@castroeladio]

Does the cost of additional funds delete any gains made compared to SnP?

[@FlagstaffChief]

Your big mistake is subscribing to the Atlantic Monthly.
All three of the sub-headlines show their immersion in pop culture, which is itself the penny arcade of real life.

[@castroeladio]

What about costs associated with this portfolio?