The Ultimate Buy and Hold Strategy: 2021 Update

Sound Investing

Paul Merriman discusses the 2021 updated Ultimate Buy and Hold Strategy, designed to show why the 10 equity asset classes should be part of a diversified portfolio. This new study uses an expanded base of returns so that all 10 equity asset classes are reflected in the 1970 to 2020 period. While the expansion of returns makes the returns more dependable, the results are virtually the same as with the previously limited data base. Every year since 2012, The Merriman Financial Education Foundation updates this UB&H Strategy as among its most important work. The 2021 study makes reference to two tables that listeners will want to review. They are the Worldwide Equity Portfolio Tables 50% US/50% Int’l and the Worldwide Equity Portfolio Tables 70% US/30% Int’l.

This podcast is part of the educational offerings from The Merriman Financial Education Foundation, a registered 501(c)3. If you found value in this podcast, here are five ways to support the podcast and our foundation:

1) Leave a podcast review on your player of choice.

2) Sign up for our biweekly newsletter at PaulMerriman.com

3) Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time fee at no cost to you, which helps support our financial education projects..

4) Buy our latest book, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement available at Amazon and other online outlets.

5) Consider making a tax-deductible donation to the Foundation to support our mission to provide financial education to investors. Thank you!