The Ultimate Buy and Hold Strategy 2020 Update

Sound Investing · Feb 19, 2020 · 32m

The most important work we have done over the last 38 years has been to help investors identify the equity asset classes they should consider holding in their portfolio. In this podcast, along with the accompanying tables, Paul updates investors on the results of his Ultimate Buy and Hold Strategy from 1970 through 2019. These tables are designed to help investors see the changes in risk and return when 9 equity asset classes are added to the S&P 500 index. The discussion and tables compare portfolios of 50% U.S./50% international equity asset classes, (See Table) and 70% U.S./30%…