Fine-Tuning Your Asset Allocations 2020 Update

Do you want to have a better idea of the range — or returns and risks of loss — that different equity asset classes have generated over a long period of time? In this podcast, Paul discusses 5 tables covering the S&P 500, Worldwide Equity (50% U.S./50% International), Worldwide Equity (70% U.S./30% International), All Value (50% U.S./50% International) All Value (70% U.S./30% International). In each case the table will show 50 years of annual returns of the equity portfolio, as well as returns with 9 different combinations of fixed income and equity. It will be helpful to listen to Paul’s podcast on the Ultimate Buy and Hold Strategy 2020 Update before listening to this podcast. Our enormous thanks to Daryl Bahls for building the tables for this podcast and the balance of the more than 60 tables we will cover in the next 2 months.

Links to Tables:

S&P 500

Worldwide Equity (50% U.S./50% International)

Worldwide Equity (70% U.S./30% International)

All Value (50% U.S./50% International)

All Value (70% U.S./30% International)

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