These 7 simple portfolios have beat the S&P 500 for more than 50 years
Posted: 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/
Paul Merriman Ultimate Buy and Hold Portfolio Review, M1 Pie (2023)
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/
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Paul Merriman Ultimate Buy and Hold Portfolio Review, M1 Pie (2023)
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