In discussing the latest Fixed Contribution Tables, Paul gives investors an opportunity to explore the differences between many of the various strategies that he, Chris Pedersen and Daryl Bahls have developed. In discussing the Tables, Paul first provides an overview for those in the early years of investing, and then a more thorough explanation for seasoned investors who want to dive deeper or who give guidance to first-time investors.
The tables show the impact of regular monthly contributions (DCA) on different combinations of equity and fixed-income asset classes. These tables help investors see the long-term impact of adding value and small-cap asset classes to their portfolios, as well as staying the course during difficult markets. And, finally, the tables make the case for getting started as soon as possible.
Paul references the following tables:
**Fine Tuning Tables
**Table 1- S&P 500)
Table 2- Worldwide Equity (50% U.S./50% International))
Table 3- Worldwide Equity (70% U.S./30% International))
Table 4- All Value (50% U.S./50% International))
Table 5- All Value (70% U.S./30% International))
Table 6- Fine Tuning Table – US SCV Equity Portfolio)
4-Fund Fine Tuning Table)
**Fixed Contributions Tables
**2020 Fixed Contributions – S&P 500 ($1K))
2020 Fixed Contributions – Worldwide (50-50) ($1K))
2020 Fixed Contributions – Worldwide (70-30) ($1K))
2020 Fixed Contributions – All Value (50-50) ($1K))
2020 Fixed Contributions – All Value (70-30) ($1K))
2020 Fixed Contributions – US SCV ($1K))
2020 Fixed Contributions – 4-Fund Combo ($1K))
Be sure to check out Paul’s site for many more academically-researched tables and portfolio recommendations at paulmerriman.com) and sign up) for Paul’s free twice-a-month newsletter.
