Two-Fund Investment Portfolio, with Paul Merriman | Afford Anything Podcast (Audio-Only) скачать в хорошем качестве

Two-Fund Investment Portfolio, with Paul Merriman | Afford Anything Podcast (Audio-Only)

Target date retirement funds are simple, automated, easy. The problem? What’s simple might not be optimal. Investment expert Paul Merriman joins us to discuss the two-fund portfolio, a mix of one target date fund and one small cap value fund. He describes why this could be the ultimate portfolio for buy-and-hold investors who want to boost their returns, without excessive complexity or risk. Here’s the idea behind a two-fund portfolio: -- Your age x 1.5 = the percentage of your portfolio in a target date fund -- Invest the rest in a small cap value fund According to Merriman, this simple strategy could dramatically improve long-term aggregate returns without creating too much volatility or complexity. We dive into the details on today's episode. _____________________ Subscribe via iTunes: https://affordanything.com/itunes Get our show notes in your inbox: https://affordanything.com/shownotes Full show notes for this episode: https://affordanything.com/episode300 #affordanything #paulmerriman #twofundportfolio