Sound Investing

Latest Episodes:

Fine Tuning Your Asset Allocation,Worldwide and All Value Portfolios Mar 14, 2018

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In a recent podcast, Paul discussed a table of historical risk-and-return data for the S&P 500. The purpose of that podcast and corresponding table was to give investors a way to build reasonable expectations of the short- and long-term losses, as well as short and long-term returns for the S&P 500. In this podcast the same information is presented for …

Is it time to sell? and other investor questions Mar 07, 2018

Show notes

In this podcast, Paul answers a variety of recent listener questions: • Is it time to sell and move more of my portfolio into money market or bond funds? • Can I use your Best-In-Class glide path spread sheet to manage my Fidelity portfolio? In answering, I reference a spreadsheet that shows our recommended asset allocation …

Fine Tuning Your Asset Allocation with the S&P 500 2018 update Feb 28, 2018

Show notes

Most of our annual Fine Tuning articles and podcasts have covered all of the major asset classes. This year we dedicate an article and podcast to just the S&P 500 and bonds. The S&P 500 Index represents the biggest public holding in the U.S. and maybe the world, roughly 80% of the value of all U.S. …

CDs vs. bonds and other important questions Feb 21, 2018

Show notes

Does it ever make sense to use actively-managed funds? One of our readers asked us to review a major 401k plan (40,000 employees) that offered only two equity asset classes (U.S and international) and in each case they offered an actively-managed and an index fund. I couldn’t pass up using this real-life example to learn some very important …

2018 Update of Paul’s “Ultimate Buy-and-Hold” Portfolio Feb 14, 2018

Show notes

For many years Paul and Rich have updated the Ultimate Buy-and-Hold Portfolio, and have posted the updates for 2018. This podcast is a step-by-step discussion of building a portfolio of 10 major equity asset classes. We want to make very clear how much impact each of these asset classes has on the long-term return of the portfolio, as well as …

Topics you can’t afford to miss Feb 07, 2018

Show notes

Ken Roberts – of Ken’s Bulls & Bears on KCKQ AM 1180 in northern Nevada – recently interviewed Paul. In this 43 minute conversation they discuss target date funds, the pros and cons of stock selection, how young investors can get a head start, the four most important variables in your mutual funds performance, and the …

Pros and Cons of Motif and M1 Finance Jan 31, 2018

Show notes

The Motif Investing and M1 Finance companies allow investors to create a customized portfolio of individual securities and ETFs. Paul and Chris Pedersen compare these two low cost ways to create do-it-yourself robo portfolios. In both cases there are great advantages and important limitations. Chris recently compared the important differences in a table that …

Passive VS. Active Q&A Jan 24, 2018

Show notes

In Paul’s recent Marketwatch article he explores the debate between the results of index funds and actively-managed funds. If you review the comments following the article, you will see there are a lot of defenders of active management. In this podcast Paul responds to some of the most aggressive defenders of active management, including a comparison of …

The #1 investment table Jan 17, 2018

Show notes

Paul discusses the annual update of Callan’s colorful “Periodic Table of Investment Returns 1999-2017” and suggests you view the table while listening. Paul also addresses the changes to his 401k recommendations from 50/50 U.S/international equities to 70/30 U.S./international, and small cap value from Guggenheim SmallCap 600 Pure Value (RZV) to SPDR Small Cap Value (SLYV); and …

2017 Portfolio performance plus your questions answered Jan 10, 2018

Show notes

Paul briefly discusses the recent MarketWatch article, “4 simple and effective ways to help a young person get a jump on retirement” and continues with consideration of 2017 performance of the Vanguard, Fidelity, T Rowe Price, Schwab, TD Ameritrade mutual fund and ETF portofolios recommended at his site, including his favorite. He …

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