This video is the third in a series of seven videos that are designed to help do it yourself investors learn how to maximize their return, minimize their risk and increase their peace of mind. It will be beneficial to watch The Ultimate Buy and Hold Portfolio    • The Ultimate Buy and Hold 2023 Update   and Sound Investing Portfolios: The History of Risk and Return    • Sound Investing Portfolios Risk and R...   videos before viewing this video.

In this video Paul is joined by Daryl Bahls and Chris Pedersen to discuss how the Fine Tuning Your Asset Allocation Tables were built and how they can be used to build a portfolio that combines the appropriate equity portfolio for growth with the appropriate amount of bonds to stabilize the portfolio during severe market declines. While the following link includes Fine Tuning Tables for all 9 portfolios https://paulmerriman.com/wp-content/u... the discussion focuses on tables B1 (S&P 500) https://paulmerriman.com/wp-content/u... , B7 (Ultimate Buy and Hold Worldwide Portfolio) https://paulmerriman.com/wp-content/u... B8 (WW 4-Fund Equity Portfolio), https://paulmerriman.com/wp-content/u... B9 (U.S 4-Fund Equity Portfolio), B14 (U.S. 2-Fund Equity Portfolio. https://paulmerriman.com/wp-content/u...

The discussion includes:
Why the Fine Tuning Tables are important for do it yourself investors

How the Tables were constructed https://paulmerriman.com/wp-content/u...

How the Tables can be used to match combinations of equities and fixed income to determine an investors need for return and risk limits

How last years bond market collapse impacted investor returns

How The 10 fund Ultimate Buy and Hold Portfolio and bond combinations risk and return compare with the WW and U.S. 4 Fund Portfolios as well as the U.S. 2-Fund Portfolio

What could go wrong in the future and why investors may not make as much as the tables suggest


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