8 апр. 2021 г. · With 4 funds, I'd rather pick VTI + VXUS + AVUV + AVDV (roughly 45/30/15/10 if you're happy with a 25% SCV tilt). VSIAX is cheap but does not ...

2 янв. 2023 г. · So your overall Portfolio would look like 14% LCB, 14% LCV, 14% SCB, 14% SCV, 24% Int., 15% US Bond, 5% Int. Bond. Merriman has multiple ...

10 янв. 2024 г. · The gist of his advice is that everyone should overweight Small Cap Value in their portfolios. There's the 9 fund one you're talking about, ...

23 сент. 2022 г. · I think the four fund combo is a good compromise between simplicity and diversification. My opinion is that if you can find a cost effective way to do it, the ...

2 апр. 2021 г. · His 4 fund portfolio diversifies amongst asset classes, so you are not overweight in 1 asset class, and focuses on value. Thoughts on his ...

18 нояб. 2022 г. · What is Bogleheads opinion on Paul Merriman 4 fund portfolio tilting to Small Cap and Value Premium for US allocation (for a 80% US & 20% VXUS portfolio)

28 сент. 2021 г. · The main reason Paul Merriman's portfolio has outperformed a 4 fund is because it's 100% equities. Even beyond that, it's only outperformed alternatives for 1 ...

8 нояб. 2023 г. · Looking to see what everyone's personal 3 or 4 fund portfolios look like and why they chose those. I'm at fidelity but not married to fidelity funds.

Paul Merriman's advice is based on modern portfolio theory - meaning a portfolio with a value/small cap tilt. I believe the merit of such a portfolio is vastly ...

28 янв. 2021 г. · I came across Paul Merriman's recommendation for the 4-fund portfolio and found it interesting. I wanted to hear what other Bogleheads think ...