These 7 simple portfolios have beat the S&P 500 for more than 50 years

Other discussions not related to the Permanent Portfolio

Moderator: Global Moderator

Post Reply
User avatar
vnatale
Executive Member
Executive Member
Posts: 9423
Joined: Fri Apr 12, 2019 8:56 pm
Location: Massachusetts
Contact:

These 7 simple portfolios have beat the S&P 500 for more than 50 years

Post by vnatale » Sun May 14, 2023 7:19 pm

These 7 simple portfolios have beat the S&P 500 for more than 50 years

https://www.morningstar.com/news/market ... n-50-years

By Paul A. Merriman

How long-term DIY investors can get attractive returns, no matter what happens in the stock market

Long-term investors who can manage a 10-fund equity portfolio, as I described last week, have what I consider the absolute best shot at attractive returns no matter what happens in the stock market.

This time, in Part 2 of a series for do-it-yourself investors, I'll tell you how to get much of that benefit with fewer funds.

The Merriman Financial Education Foundation has created seven additional equity portfolios that handily outperformed the S&P 500 over the past 53 calendar years, from 1970 through 2022.

Each requires only one to five funds. If you're looking for action without too much angst, one of these seven could be for you.

First, let's get the baseline comparison on the table.

https://paulmerriman.com/wp-content/upl ... 0-2023.pdf



More on Merriman:

https://www.optimizedportfolio.com/ulti ... portfolio/

Capture.JPG
Capture.JPG (62.96 KiB) Viewed 934 times



Paul Merriman Ultimate Buy and Hold Portfolio Review, M1 Pie (2023)

Caspture.JPG
Caspture.JPG (80.34 KiB) Viewed 934 times
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."
Post Reply