Webinar Wednesdays: Best Fund Strategy Wrap-Up
by AAII Staff | September 24, 2020
If you missed our Webinar Wednesday on September 23, you can watch it here.
In this presentation, Paul Merriman compares 10 different simple strategies for constructing a portfolio using mutual funds or exchange-traded funds (ETFs). The strategies are favorites of the Bogleheads, Rick Ferri, Warren Buffett, John Bogle and Merriman. He provides a list of The Merriman Financial Education Foundation’s recommended funds at Vanguard and Fidelity as well as the best-in-class ETFs to build these portfolios.
Presentation slides:
https://www.aaii.com/files/images/AAII-MerrimanSeptember-23-2020.pdf
Post-Webinar Notes
AAII Articles
By Paul Merriman
The Four Asset Classes With Great Long-Term Performance
Making Sense of Investment Risk
Digging Deeper Into Diversification
Solving the Problem of Retirement
Power Your Portfolio With Value
By Chris Pedersen
Simple & Effective Balanced Portfolios for Lifetime Investing Success
Making the Most of Target-Date Funds Before and During Retirement
Choosing Best-in-Class ETFs
From the Archives
Achieving Greater Long-Term Wealth Through Index Funds
A Look Back at History: Lessons From the Financial Crisis
Simple Guidelines Can Help You Master Portfolio Allocation
Determining the Appropriate Level of Risk for You
The Basics of Real Estate Investment Trusts (REITs)
The Changes Being Made to AAII’s Asset Allocation Models
Rebalancing Update: First Signal in Six Years to Adjust Allocations Issued
Other Resources Mentioned
Merriman Financial Education Foundation
ChooseFI.com
Books by Paul Merriman
“First-Time Investor”
“Get Smart or Get Screwed”
“101 Investment Decisions”
Speech by John Bogle: The Telltale Chart
150 Portfolios Better Than Yours
235 Portfolios Better Than Yours
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