Webinar Wednesdays: Balanced Portfolios for Lifetime Investing Success Wrap-Up

If you missed our Webinar Wednesday on October 21, you can watch it here.

Investing doesn’t have to be complex to be effective. In this presentation, Chris Pedersen discusses some very simple portfolios that achieve massive diversification across industries, geographies, stocks, bonds and various equity premium factors. By utilizing and augmenting target-date funds, they can even adjust risk to age-appropriate levels. He compares past performance to more complex approaches and shows that complexity is not a necessity. Finally, Pedersen discusses how these approaches apply to people accumulating during working years and withdrawing during retirement. 

Presentation slides:
https://www.aaii.com/files/images/2020-AAII-Webinar-Simple-Balanced-Portfolios-v7p.pdf

Post-Webinar Notes

AAII Articles

Determining the Appropriate Level of Risk for You
How to Take Advantage of Risk Factors
Factors Allow Investors to Think Differently About Diversification
Building a Balanced Portfolio: An Unconventional Allocation
A Second Look at How Target Date Funds Change Their Allocations
Human Capital and the Theory of Life-Cycle Investing
Getting a Start With Dollar-Cost Averaging
Rebalancing Update: First Signal in Six Years to Adjust Allocations Issued
How to Harvest Losses While Maintaining the Position

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

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

Other Resources Mentioned

Merriman Financial Education Foundation
Vanguard LifeStrategy Funds
“Your Complete Guide to Factor-Based Investing” by Andrew L. Berkin and Larry Swedroe
Trev H Proposal for Simple Portfolio

Contact Chris: chriskpedersen@gmail.com