26. My Wholesale Portfolio Change....
Description
In this episode Mitch breaks down the wholesale portfolio change he recently made. This episode breaks down the why, how, and what changes were made moving from a single index fund portfolio to a more diversified portfolio of multiple asset classes all nested inside of cost efficient index fund ETFs.
In the episode I promised multiple show note links, and here they are:
Paul Merriman:
https://www.paulmerriman.com/portfolios-2023-updates#gsc.tab=0
Paul's Chart Referenced in my Episode:
https://irp.cdn-website.com/6b78c197/files/uploaded/(A1a)-UBH%20Tables%20(50-50)%20-%202023%20Returns.pdf
Paul's Ultimate Buy and Hold Podcast (And several subsequent episodes are VERY relevant):
https://podcasters.spotify.com/pod/show/sound-investing/episodes/The-Ultimate-Buy-and-Hold-Portfolio-2024-Update-e2gcb56
Paula Pant - Afford Anything Episodes:
https://affordanything.com/547-ask-paula-we-have-2-million-at-40-now-what/
https://affordanything.com/545-retire-at-30-the-math-behind-making-work-optional/
United States
