Simple & Effective Balanced Portfolios for Lifetime Investing Success
“This is one of the most important presentations I have seen on the topic of building balanced portfolios.” — Paul Merriman
Chris Pedersen, Director of Research at The Merriman Financial Education Foundation, presented this live AAII webinar event on Oct. 21, 2020, discussing some very simple portfolios that achieve massive diversification across industries, geographies, stocks, bonds and various equity premium factors. By utilizing and augmenting target-date funds, investors can even adjust risk to age-appropriate levels. Chris compares past performance to more complex approaches and shows…
The skinny
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