The Final Chapter: S&P 500 vs. 60/40 vs. Four-Fund Strategy
In this final episode of our four-part series, Paul Merriman compares three powerful approaches for a lifetime of investing:
100% S&P 500: high-risk, high-reward growth.
60/40 mix of S&P 500 and bonds: a defensive balance.
100% U.S. Four-Fund strategy: large-cap blend, small-cap blend, large-cap value, small-cap value.
Paul uses 55 years of data (1970–2024) to show how these portfolios performed during both accumulation and retirement distributions. Paul highlights the following critical tables from the Bootcamp series.
Table B1 - Fine Tuning Table: S&P 500 Equity Portfolio
Table B4 - Fine…
The skinny
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