Bootcamp #3 Sound Investing Portfolio Performance: 2024 Update

Paul opens the video suggesting that watching the first 2 parts of the Boot Camp Series prior to watching this video should be helpful. Here are links to "Stocks vs. Bonds: The $20 Million Decision”    • Bootcamp #1 Stocks vs Bonds: The $20 ...   and “The Ultimate Buy and Hold Investment.”    • Bootcamp #2 The Ultimate Buy and Hold...  

On this video Paul starts by reviewing the construction of the 9 Sound Investing Portfolios on table H1a - https://irp.cdn-website.com/6b78c197/...

On Table H2a he reviews the 54 year returns on a $10,000 in each of the 9 portfolios. The returns do not include taxes but do reflect fund expenses. https://irp.cdn-website.com/6b78c197/...

Slide #6 focuses on 4 of the 9 portfolios. The purpose of this slide is to show investors how they might compare portfolios to determine which one or more portfolios will meet their needs. https://soundinvesting.com/wp-content...

Slide H3a shows the annual returns of all 9 portfolios for the entire 54 year period. The suggestion is to focus first on how the different portfolios performed in the losing years. https://irp.cdn-website.com/6b78c197/...

Paul will be monitoring the YouTube video and will respond to questions there.

Disclosures

Data Disclosure Notice - Funds (1970-Present) https://irp.cdn-website.com/6b78c197/...

Data Disclosure Notice - Indexes (1928-Present) https://irp.cdn-website.com/6b78c197/...