Ultimate Buy and Hold Strategies: Update 2022
Since 1995 Paul has been writing and teaching Do-It-Yourself investors about the Ultimate Buy and Hold Portfolio. In this 2022 update he uses the UBH table (70-30) and UBH tables (50-50) to make the case for 10 equity asset classes he thinks investors should consider owning in the equity portion of their long-term investments.
The key takeaways:
The S&P 500 can easily be “beat” without taking more risk.
The impact of adding just 10% of another equity asset class can improve long-term returns.
The impact of even .1% more return can be life changing over long periods of time.
Adding more risky…
The skinny
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