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In today’s video, we’re going to be breaking down Paul Merriman’s ultimate buy-and-hold portfolio, which, according to his statistics, has crushed the S&P 500 over the past 50 years.
I’ll briefly explain who Paul Merriman is, dissect his Ultimate Buy and Hold portfolio strategy, and also give my thoughts at the end.
Who is Paul Merriman?
Paul Merriman is a retired financial advisor and author who has a somewhat cult-like following online. He has a nonprofit called the Merriman Financial Education Foundation where he helps educate children and investors on most matters within investing. I’ll be honest, I haven’t really followed his career or his work but a lot of people who I respect have cited his ultimate buy-and-hold portfolio so that’s why I’m dedicating an entire video to it to share with you.
So what are some quick takeaways from the ultimate buy and hold portfolio?
Paul states that The S&P500 can easily be beaten without taking more risk.
1. The impact of adding just 10% of another Equity asset class can improve long-term returns
2. The impacts of even 0.1% more return can be life-changing over long periods of time which I’ll show you in this video.
3. Diversification of equity asset classes is as important as diversification of individual stocks
4. Adding International stocks can have a meaningful impact on long-term returns
This portfolio isn’t designed to get the best return but it is designed to get a better return than the S&P 500 without substantially more risk.
Okay so this portfolio sounds way too good to be true, so let’s dig into it!
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⏰ Timestamps ⏰:
0:00 – Intro
0:30 – Paul Merriman & Portfolio Thesis
1:55 – The Ultimate Buy & Hold Portfolio Breakdown
3:19 – ETF Examples For This Portfolio
4:29 – Masterworks Spot
6:13 – Historical Performance of the Portfolio
8:34 – Recreating This Portfolio Backtest
10:06 – My Thoughts
11:58 – LOL?
ABOUT ME 👇
My mission is to provide my viewers with actionable content that enables them to create financial wealth. My videos reflect my real-world experience as a real estate investor, stock market investor, student of finance, and entrepreneur.
This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort to every video that I make. I also believe in complete transparency and open communication with my audience.
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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
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