Sound Investing Portfolios Risk and Return History
Channel: Paul Merriman
Date: 2023-04-05

Paul, Chris and Daryl make a presentation on the risks and returns of the 8 Sound Investing Portfolios, as well as the S&P 500.  While not necessary it will probably be helpful to watch The Ultimate Buy and Hold video before watching this video.  https://paulmerriman.com/ubh2023-video

For those wanting to print out the tables you can access the pdfs here. https://paulmerriman.com/wp-content/uploads/2023/04/7-Sound-Investing-Portfolios-50-50-2023.pdf

The purpose of this video is to compare the risks and returns of the 8 Sound Investing Portfolio with the S&P 500.  Daryl Bahls, Director of Analytics, created the table so the results can be explored in many ways.  The tables and discussion review the long term return of $10,000 invested in each of the portfolios.  The risks and returns are compared for the entire 53 year period, each of the 5 decades, during the profitable years only and during the losing periods only.

The case is made that the S&P 500 makes from 50 to 75 percent less than the other portfolios and is just as risky in all but one case.

The discussion includes comments about why some investors will find the S&P 500 the best investment even though it is likely to be the least profitable and how the other 8 portfolios might be selected.  It is also suggested that many investors will want to use a combination of several of the portfolios.

Other sources of portfolios can be found in the following article.  https://www.whitecoatinvestor.com/150-portfolios-better-than-yours/   and  portfolioeinstein.com for another 300 + portfolios.

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