What mutual funds and ETFs do we own? and more Q&A from the AAII Conference 360
Channel: Paul Merriman
Date: 2021-10-27

In this video, Paul is joined by Daryl Bahls and Chris Pedersen to answer a variety of questions posed during the AAII Conference 360, at which time did not permit answering. At the Conference, Paul presented "20 Things You Should Know About Small-Cap Value" and Chris Pedersen on "2 Funds for Life". Paul sat on a “Retirement Investing” panel, while Chris was part of a "Factor Investing” panel.  Following are the Q&A discussions by our team, although not necessarily in the order answered. See additional links and notes below. Feel free to “like,” share, subscribe and leave a comment.

•  What mutual funds and ETFs do you personally own?  
Paul, Chris and Daryl share their individual approaches and holdings.

•  Are there any good-to-excellent small cap newsletters Paul recommends?  
In the answer Paul references http://hulbertratings.com/, the best source of newsletter results, and also the "Cabot Turnaround Newsletter" and "Nate’s Notes."

•  Where can we get a list of small cap value funds and ETFs?

•  In your distribution tables, by inflation adjusting the distributions but not the value of the portfolio holdings, doesn’t that mislead a potential investor?

•  Where can we get the free copy of We’re Talking Millions!?

•  What are the specific 4 funds you recommend an investor hold for life?
 
Links to Paul’s recommended funds or ETFs: 
https://paulmerriman.com/vanguard-tax-deferred-etf-portfolios/
https://paulmerriman.com/best-in-class-etf-recommendations/
https://paulmerriman.com/4-fund-portfolios/

•  When re-balancing the 2 Funds for Life, do you strictly look at the end-of-year value of each asset, or are there other criteria you recommend evaluating?

•  My Schwab account rates my portfolio on risk vs. return.  Is this the ultimate way to measure how I am doing?  

•  If your account is taxable will using factor investing and rebalancing create a tax drag that overwhelms the better expected returns?

•  Chris, which websites did your AAII panel on Factor Investing recommend for researching funds and learning about factor investing:

https://paulmerriman.com/best-in-class-etf-recommendations/
https://www.portfoliovisualizer.com/
https://www.morningstar.com/
https://www.etf.com/
https://alphaarchitect.com/blog/


Daryl Bahls is Director of Analytics for The Merriman Financial Education Foundation and Chris Pedersen is Director of Research and author of the new book, 2 Funds for Life: A quest for simple & effective investing strategies available at Amazon and other online booksellers.

You can watch Paul’s presentation Small-Cap Value presentation at: https://www.youtube.com/watch?v=GulA6dAWHC8&list=PLJHsocwG3Vk_sFZTxhU3nIYRJgR68XUZz&index=1&t=27s

You can get your free copy of We’re Talking Millions! right here: https://paulmerriman.com/signup. We hope you’ll share it widely! Paul is available for comments, interviews and to assist you and your audience in any way. Please check out the book and let us know how we might collaborate to further educate and empower our audiences and improve financial wellbeing for more Americans. You can email us at: info@paulmerriman.com

The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Learn More: https://www.aaii.com/membership/about-aaii  You can join here starting at $2/month: https://invest.aaii.com/membership/