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cover of episode Best-in-Class ETF Recommendations Update

Best-in-Class ETF Recommendations Update

2023/2/15
logo of podcast Sound Investing

Sound Investing

Shownotes Transcript

Paul leads off with the news that Chris Pedersen's book 2 Funds for Life is now available as a free PDF to people who sign up for our free newsletter at https://paulmerriman.com/signup/).

Watch the video here.)

Chris Pedersen joins Paul to discuss the 2023 update to his Best-in-Class ETF recommendations.  Chris explains the selection process and why the DFA International Value ETF (DFIV) is replacing the iShares EFV fund for the international large-cap blend asset class.  They cover the recommended portfolios, the philosophy they are built on, the asset classes they use, and the specific funds they recommend for each asset.  Chris and Paul then cover several questions that listeners may have about their next steps or alternatives not covered.

Through the discussion, Chris refers to the following tools and website content that are now updated to reflect the new recommendations: