How to build a great long-term portfolio
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- เผยแพร่เมื่อ 11 ก.ย. 2024
- How can you best combine equity asset classes to build portfolios for the long term? This is one of the seven most important topics we focus on at The Merriman Financial Education Foundation. Paul Merriman is joined by Daryl Bahls, Director of Analytics and Chris Pedersen, Director of Research to discuss their personal favorite portfolio, and suggested exposure to fixed income, for three different groups of investors - first time, pre-retirees and retirees. Chris also brings us up to date on changes in the Best-in-Class ETF recommendations. (paulmerriman.c...)
Resource: See the Fine Tuning Tables, built to show 8 different combinations plus the S&P 500 as the benchmark: paulmerriman.c...
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When it comes to investment, diversification is key. That is why I have my interests set on key sectors based on performance and projected growth. They range from the EV sector, renewable energy, Tech, and Health.
Most times it amazes me greatly the way I noved from an average lifestyle to earning over 63k per month, utter shock is the word. I have understood a lot in the past few years to doubt that opportunities abound in the financial markets, The only thing is to know where to focus.
@@alankent4468 Wow buddy, that's more than a mouthful of profits you're making. How do you achieve this feat consistently? You must be a genius in trading.
@@ancelottigabriel8889 Anyways not actually, what I know about trading almost borders on zilch lol. I make huge profits on my investment since I started trading with Mrs Bessie harris , her trading strategies are top notch coupled with the little commission she charges on her trade.
@@alankent4468 Wow what a coincidence you invested with Mrs Bessie Harris also?bi-weekly trading income of $128,000
@@adamdanish6802 Her services are top notch and the best you have ever experienced.
You might not have a hundred million dollars to invest, but that doesn’t mean your money can’t share in the same opportunities available to others. You work hard for your money; make sure your money works hard for you.
The wealth you pass to the next generation can have a profound impact on your heirs, providing educational opportunities, the capital to start a business, or financial support to your grandchildren.
To manage investment risk, consider maintaining a broad diversification of your investments that reflects your personal risk tolerance, time horizon, and the nature of your financial goal. Remember, diversification is an approach to help manage investment risk. It does not eliminate the risk of loss if security prices decline.Because investing can be complicated, consider working with a financial professional to help guide you on your wealth-building journey.
can you endorse any ?
TERESA JENSEN WHITE does a perfect job. look her up on the web
thanks for the info . Found her website and it really impressive
Reading about people grabbing multi-figures monthly as income in investments even in this crazy days in the market,any pointers on how to make substantial progress in earnings?would be appreciated.
You have to have an idea on what you wanna invest in carefully before going in..
Well Eliana reputation already speaks for her last month i invested over $100,000 with her and I've already made over $250,000 profit..
Elianabk is the name.
@@bigog4559 This lady right here,I tradr with her she’s inventive and the P.O.T are no jokes, I won’t look awestricken u made mention of her,
I think a Good T/A like her will pay off more than random u-tube videos,a lot of TH-camrs don’t actually care if you loose money, they just want more views and traffic!,
For me the biggest problem I face, is the constant noise going on about what the latest and greatest portfolio should be. I spent hours every day for the last year and studying reading and watching videos. There really is a great bunch of information out there. I have this Insidious fear that I'm going to pick a portfolio and asset allocation that I'm going to regret.... how do you guys become confident in your portfolio. Any ideas or thoughts would be wonderful
I am building up my cash bucket heading into retirement in 5 or 6 years. I am currently using US Treasury I Bonds as the mechanism for that at the moment because it is such a bargain for pre-retirees. Having the guarantee to keep up with CPI inflation in a bond is a no brainer at the moment, along with the guarantee of principal is a great comfort.
Hey Paul, thank you for your nice Videos. What should i do as european investor? I have 30% US 30% Europe 30% Emerging Markets and 10% Japan/Australia. And i tilt them to SC/Value.
@Carnivore Nurse thanks you very mutch. Greetings from Germany.
Great simple advice on the (nudge) withdraw method.
Thank you for the great content.
I watch all your videos and trying to follow as much as possible. Thanks for all the work and the education 🏆
I have funds in multiple accounts and don’t want to consolidate due to tax reasons. What is the best way to get a consolidated view of my portfolio and distribution across small, value, large etc? Thx.
Gentlemen ... thank you for this thoughtful discussion re: the "accumulators", the pre-retiree & the retiree ideas. For those who have concerns with downside loss, what do you think of the newer ETF's with embedded insurance (or downside risk hedging) such as SPD ... S&P500 with 2% downside insurance via PUTs. Thoughts? I realize the cost for the fund is higher than a pure S&P ETF, but it includes the "feel better" insurance component. I just mentioned SPD, but there are others that are similar but offer different PUT %'s.
So, I always want to know if you take in an ESG - socially conscious view= Not investing in war & fossil free investing. Is this important yo you & your portfolio?
Where is the interim update? I get the newsletter but somehow didn't see it.
Some elaboration on reasons for deferring capital gains in a taxable brokerage account for as long as possible would be interesting. Is it really best to pay the bulk of the gains when
you die or move to a different country?
Could you please review the 4 Fund Portfolio? Thank You!
Informative video
I've been holding FNDF instead of EFV. Seems comparable and with lower fees.
How would I join your community/classes? I’m a retired uk 🇬🇧 investor with small pension pot, seeking regular income/return . Not accumulating funds!! 🙏🏽
hey guys, I'm going total market 70/small cap value 10/total international 10/ total bond 10 this is the first time investing at age 54.. I don't have long till i retire...how would you guys go?... maybe up the small cap value?
can anyone answer why Paul's website has been blocked on all the platforms. i cannot access the website at all. Thanks
If you guys talked so much about 2 funds portfolio for life what is than the point of having an Advisor . 4 years in cash and the 2 fund portfolio should do it!!
The concept of a target date fund in retirement is uncomfortable. I would rather have a basket apples than a jar of apple sauce.
yep...you can't really see what asset performed and pick that apple to fund the cash bucket.
Felicidades, es un buen ejemplo. 374 sentadillas son unos QQGIRLS.Uno muchas y un buen ejercicio. Se deja ver que hay muy buenos resultados 😍👍 Saludos desde la Cd.. de world 🌹😉💖 los mortalesb abian apreciado tan hermosa mujer.k