The Paul Merriman Ultimate Buy and Hold Portfolio⛱ M1 Pie: [ Ссылка ] Click "Show More" to see Ad Disclosure

Resources Mentioned in this Video:

Ultimate Buy and Hold Portfolio: [ Ссылка ]
4-Fund Buy and Hold Portfolio: [ Ссылка ]
About Paul Merriman: [ Ссылка ]
and [ Ссылка ]

Tools & Resources

📚 My Book (of course): [ Ссылка ]
💰 Personal Capital: [ Ссылка ] description of video]
🏦 Checking accounts: [ Ссылка ] description of video]
💲 Online savings accounts: [ Ссылка ] description of video]
✅ Free Investment Tracking Spreadsheet: [ Ссылка ]

I first met Paul Merriman back in 2017. He was kind enough to come on my podcast to talk about what he calls the Ultimate Buy and Hold Portfolio. We’ve kept in touch over the years, and in fact we were just talking about a month ago. In this article we’ll dig into the details of his investing strategy.

There are several versions of Paul's Ultimate Buy and Hold Portfolio. We'll spend most of our time looking at the version that has become famous over the years. It consists of the following 10 stock asset classes:

S&P 500
U.S. Large Cap Value (LCV)
U.S. Small Cap Blend (SCB)
U.S. Small Cap Value (SCV)
Real Estate Investment Trust (REIT)
International Large Cap Blend (LCB)
International LCV
International SCB
International SCV
Emerging Markets

#investing #ultimatebuyandhold #indexfunds

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom ([ Ссылка ])

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

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