Started By
Message

re: Is Modern Portfolio Theory Dead?

Posted on 3/2/24 at 2:05 pm to
Posted by SaintsTiger
1,000,000 Posts
Member since Oct 2014
1129 posts
Posted on 3/2/24 at 2:05 pm to
Paul Merriman Portfolio beat the S&P 500 over the last 50 years. With less volatility. And fewer down years. Link

25% small cap value, 25% small cap blend, 25% large cap blend, 25% large cap value.
This post was edited on 3/2/24 at 4:56 pm
Posted by Skippy1013
Lafayette, La
Member since Oct 2017
519 posts
Posted on 3/2/24 at 2:39 pm to
Another one that appears to give less downside risk and has slightly beaten the S&P 500 is 80% SCHD (a top performing dividend/value ETF) and 20% QQQ.
Posted by gpburdell
ATL
Member since Jun 2015
1425 posts
Posted on 3/2/24 at 3:59 pm to
quote:

Paul Merriman Portfolio beat the S&P 500 over the last 50 years.


Sure if you invested a lump sum 50 years. If you compare the returns of the the last 5, 10, 20 years it would lose to S&P 500.
first pageprev pagePage 1 of 1Next pagelast page
refresh

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on Twitter, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookTwitterInstagram