Paul addresses a long thread on Bogleheads.org forum asking, "Why does anyone listen to Paul Merriman?" and recommends listeners follow the Bogleheads site for a variety of perspectives, and especially Rick Ferri’s excellent podcast interviews. Then, taking a detailed look at the latest return data on the 11 "No-Nonsense Portfolios,” he compares the annual and decade returns of the portfolios. Much of this discussion is focused on Table 3a but the other tables (links below) are for investors who want to dig deeper. Also, Paul shares early feedback on the newly-released interactive Lifetime Investment Calculator, developed by Craig Appl and generously donated to The Merriman Financial Education Foundation to help investors enter their own data, dive deeper into the recommended Merriman strategies, and get more value from the Foundation’s work.
Check out the references and links in this podcast:
Paul’s work is largely based on the academic research of Drs. Eugene Fama (https://www.chicagobooth.edu/faculty/directory/f/eugene-f-fama) and Kenneth French (http://mba.tuck.dartmouth.edu/pages/faculty/ken.french/curriculum_vitae.html). You can also find out more about them on Wikipedia.
"No-Nonsense Portfolios”:
Table 1
Tables 2a and 2b
Tables 3a and 3b
Thanks to Daryl Bahls, Director of Analytics, for his creation of more than 150 historically-based tables.
Lifetime Investment Calculator: https://paulmerriman.com/lifetime-investment-calculator/
