Simple & Effective Balanced Lifetime Portfolios, 2022 Update

Sound Investing · May 4, 2022 · 50m

Looking to achieve massive diversification across industries, geographies, stocks, bonds, and various equity premium factors? Chris Pedersen, Director of Research at The Merriman Financial Education Foundation and author of 2 Funds for Life: A quest for simple & effective investing strategies, shows several simple portfolios that do that. He also discusses 2 Funds for Life strategies that augment target-date funds to reduce risk with age, increase expected returns, raise safe withdrawal rates, and achieve higher overall survival rates. Chris’ analysis compares past performance to more complex…