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cover of episode WSCPA- The ultimate buy and hold portfolio

WSCPA- The ultimate buy and hold portfolio

2025/4/23
logo of podcast Sound Investing

Sound Investing

Shownotes Transcript

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This updated discussion of the Ultimate Buy and Hold Portfolio highlights the advantages of equity asset allocation and worldwide diversification. The presentation was presented to members of the Washington State Society of CPAs.

At the end of the presentation Paul adds his list of 15 million dollar decisions that all investors will make in their lifetime.