Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison

Sound Investing · Sep 10, 2025 · 27m

This is the first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equities and fixed income. In this presentation Paul uses the S&P 500 in both the all equity and the 60/40 stock/bond portfolio. He uses the following tables during his presentation.

Table B1 Fine Tuning Table: S&P 500 Equity Portfolio

Table H2a Sound Investing Portfolios (these portfolios are all 100% equities)

Table H2 Sound Investing Portfolios (these portfolios are all 60% equities/40% fixed income) (NEW)

Table C1 Fixed Contributions ($1,000/yr…