Of the many mutual fund and ETF portfolios on our website, paulmerriman.com, which of the dozen-plus portfolios is most appropriate for you, given your risk tolerance and need for investment return? The goal of this lively discussion — with Paul Merriman, Chris Pedersen and Daryl Bahls — is to help you decide. 

Topics covered include:

 A short history of the Vanguard, (https://paulmerriman.com/vanguard-2021) Fidelity, (https://paulmerriman.com/fidelity-2021/) T Rowe Price (https://paulmerriman.com/t-rowe-2021/) and Schwab portfolios (https://paulmerriman.com/schwab-tax-d...) — offered first on the Merriman Wealth Management website and moved to the website for The Merriman Financial Education Foundation (https://paulmerriman.com/the-merriman...
 The Vanguard ETF Portfolio (https://paulmerriman.com/vanguard-tax...) as well as the many Best-in-Class ETF portfolios (https://paulmerriman.com/best-in-clas..., including the Ultimate Buy and Hold (https://paulmerriman.com/best-in-clas..., U.S. 4 Fund Combo, Worldwide 4 Fund Combo, All Value, All Small Cap Value, and a series of 2 Funds for Life Portfolios, https://paulmerriman.com/2-funds-for-...
 Regarding the Ultimate Buy and Hold Strategy, Paul discusses the use of the Fine Tuning Your Asset Allocation Tables (https://paulmerriman.com/fine-tuning-...) to determine the best combination of stocks and bonds. Plus, those tables are used later in discussing the 4 Fund Combos. 
 The many psychological considerations in selecting the right portfolio, explored by Daryl.
 A reminder of how patient a small-cap investor must be, by Chris, who also presents a new Tell Tale chart from 1928 to 2019. (https://paulmerriman.com/wp-content/u...)
Consideration of the pros and cons of each of the ETF portfolios, by Chris. (https://paulmerriman.com/wp-content/u...)

Listen to the podcast here- https://paulmerriman.com/which-invest...

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