Saving for Retirement: 100% S&P 500 vs. 60/40 — A Lifetime Portfolio Comparison
Description
This is the first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equities and fixed income. In this presentation Paul uses the S&P 500 in both the all equity and the 60/40 stock/bond portfolio. He uses the following tables during his presentation.
Table B1 Fine Tuning Table: S&P 500 Equity Portfolio
Table H2a Sound Investing Portfolios (these portfolios are all 100% equities)
Table H2 Sound Investing Portfolios (these portfolios are all 60% equities/40% fixed income) (NEW)
Table C1 Fixed Contributions ($1,000/yr: S&P 500 Equity Portfolio
In the next presentation he does the same analysis using the U.S. 4 Fund and Worldwide 4 Fund Portfolios for the equity portion of the portfolio.
United States
