Risk and its relationship with return
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We hope you have enjoyed the first two sections of our online workshop. The third section, Selecting the best mutual funds, is now available at our YouTube channel: www.youtube.com/merrimaninc.
Thousands of mutual funds are available in today’s marketplace, but only a handful are truly the very best for investors. In this section of the Merriman Online Workshop, Paul Merriman compares two fund families, showing why each is worthy of your investment dollars and your trust.
If you missed the first two sections, you can find them here:
A couple of weeks ago, we introduced our online workshop with Section 1: Choosing the best asset classes.
Now Section 2, Fine Tuning Your Asset Allocation, is available at www.youtube.com/merrimaninc. Arguably the single most important decision every investor makes is how much of his portfolio to hold in stock funds and how much in bond funds. This is the main determining factor in both risk and returns. In this section, Paul Merriman uses a table of investment results going back to 1970 to help you choose the allocation that is most likely to be successful for you.
The six videos that make up Section 2 cover:
1. Fine Tuning Your Asset Allocation
2. Fine Tuning Table
3. S&P 500 vs Worldwide Equity
4. The impact of adding fixed income
5. Fine Tuning for retirees and moderate risk investors
6. Finding your personal best asset allocation
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Successful investing is all about making smart choices, and I’ve taught thousands of investors how to do that since our company opened in 1983. Our teaching has taken many forms, including radio, television, newsletters, podcasts, books, articles, websites and DVDs. But my favorite format is the live workshop, a room filled with investors looking for the best solutions.
For most of my career, delivering a workshop required actually being in such a room, often with extensive travel involved. Now I am delighted to present a consistent workshop experience to thousands of investors online. (more…)
Podcast: Play in new window | Download
Podcast: Play in new window | Download