The Ultimate Buy and Hold Portfolio 2024 Update
Paul recommends new listeners listen to the previous podcast on Equities vs. Bonds prior to this podcast.
The purpose of this annual update is to remind investors of the power of equity asset class diversification. Paul makes the case for the 10 equity asset class portfolio that he introduced over 25 years ago. During the presentation he uses Tables A1a and A2a. A1a shows the series of portfolios, starting with the S&P 500 on its own, and then the results of adding 9 other asset classes one at a time.
In A2a Paul reviews the Ultimate Buy and Hold results to 7 other portfolios that investors…
The skinny
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