The Ultimate Buy and Hold Portfolio 2023 Update

Sound Investing · Mar 29, 2023 · 55m

Each year Paul (with the many hours of dedicated work from Director of Analytics Daryl Bahls ) updates and reviews the latest returns and important lessons from the Ultimate Buy and Hold Portfolio.

In this review he references a series of tables including:

Table A1-Ultimate Buy & Hold Equity Portfolio (50% US/50% Int’l)

Table A2 - Alternative Equity Portfolio Tables (50% US/50% Int’l)

Table A101 - Ultimate Buy & Hold Equity Portfolio (70% US/30% Int’l)

Table A102 - Alternative Equity Portfolio Tables (70% US/30% Int’l)

Table B14A - Fine Tuning Table S&P 500 vs. US SCV Portfolio

For those…