The Four Fund Portfolio Yields Higher Returns
Paul talks with Barbara Friedberg, financial writer and former investment portfolio manager, about his popular 4 fund combo and how and why to implement it. Among their discussion is how the 4 fund combo strategy outperformed the S&P 500 over the last 92 years. From 1928 through 2020 the Merriman 4-fund portfolio earned an average annual return of 11.7% versus the S&P 500 average return of 10.00%.
[This podcast is also available as a video at: https://youtu.be/vMFtJLAxFhI].
The Merriman Financial Education Foundation Four Fund Combo – - Small Cap Value - Small Cap Blend - Large Cap Value -…
The skinny
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