The Paul Merriman Ultimate Buy and Hold Portfolio⛱ M1 Pie: https://go.robberger.com/merriman-buy... Click "Show More" to see Ad Disclosure

Resources Mentioned in this Video:

Ultimate Buy and Hold Portfolio: https://go.robberger.com/merriman-buy...
4-Fund Buy and Hold Portfolio: https://go.robberger.com/merriman-4-f...
About Paul Merriman: https://paulmerriman.com/about-paul-m...
and https://paulmerriman.com/the-ultimate...

Tools & Resources

📚 My Book (of course): https://amzn.to/2MsRJ9B
💰 Personal Capital: https://go.robberger.com/personal-cap...[short description of video]
🏦 Checking accounts: https://www.allcards.com/best-checkin...[short description of video]
💲 Online savings accounts: https://www.allcards.com/best-online-...[short description of video]
✅ Free Investment Tracking Spreadsheet: https://docs.google.com/spreadsheets/...

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 (https://amzn.to/3by10EE)

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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.

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