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Bootcamp #4- Fine Tuning Your Asset Allocation 2025 Update

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Manage episode 471004478 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://ppacc.player.fm/legal.

Here is the video link-

This is the 4th in a series of 9 Boot Camp videos/podcasts.

The previous three segments covered :

  1. Stocks vs. Bonds
  2. The Ultimate Buy and Hold Portfolio
  3. Sound Investing Portfolios.

In this presentation Paul focuses on the differences between the risks and returns of different percentages stocks and bonds. He also discusses one table that mixes different percentages of the S&P 500 and small cap value.Here are a couple of videos that focus on small cap value.

$13.83 Million? Yes Please! Paul Merriman’s Small Cap Value Strategy

The one asset class you must own

  continue reading

492 episodes

Artwork
iconShare
 
Manage episode 471004478 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://ppacc.player.fm/legal.

Here is the video link-

This is the 4th in a series of 9 Boot Camp videos/podcasts.

The previous three segments covered :

  1. Stocks vs. Bonds
  2. The Ultimate Buy and Hold Portfolio
  3. Sound Investing Portfolios.

In this presentation Paul focuses on the differences between the risks and returns of different percentages stocks and bonds. He also discusses one table that mixes different percentages of the S&P 500 and small cap value.Here are a couple of videos that focus on small cap value.

$13.83 Million? Yes Please! Paul Merriman’s Small Cap Value Strategy

The one asset class you must own

  continue reading

492 episodes

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