Description
So, you've chosen to be a buy-and-hold investor following one of Paul's Sound Investing portfolios. Now, the question is, what to buy? It's time to become a knowledgeable shopper.
Chris Pedersen describes the attributes that make an ETF or mutual fund more or less suited to implementing the portfolios we've discussed.
He then shows how to use Morningstar and Portfolio Visualizer to evaluate funds and points to the Best-in-Class recommended funds he's chosen.
Finally, he demonstrates how the Portfolio Configurator can compare different fund family implementations and calculate the needed percentages of different funds for your personal portfolio choices.
Along the way, we learn that, like Warren Buffet, he has a thing for Diet Coke.
Resources:
AAII Article describing his Best-in-Class ETF selection process-
Video link to section of prior video showing more detail of the factor analysis he uses- Time mark- 46:00
Best-in-Class ETF's article
Best-in-Class ETFs
Portfolio Configurator
Paul and Chris interview M1 Finance's CEO, Brian Barnes, and ask several listener questions.
This is the follow-up to their previous M1 Finance 2024 update podcast and YouTube video.
They start by asking Brian how and why he created the company. That's followed by a wide-ranging conversation...
Published 11/20/24
Paul mentions his upcoming presentation to the L.A. Chapter of AAII on November 16, 2024 10:30 to noon.
Chris Pedersen and Daryl Bahls join Paul to answer your questions. Paul opens the podcast with a brief introduction of the team and notes how thankful he is for their commitment to...
Published 11/13/24