On July 22 Chris Pedersen spoke to the Orange County AAII Chapter. This podcast, as well as one on 8/9/23 (20 Q&As)) and another on 8/2/23 (16 Q&As)) address questions that arose from the presentation. This podcast covers a few more AAII questions plus other recent questions.
Topic 1: What is the difference between investing today vs. 40 years ago? And how is investing likely to be different in the future? 01:11
Topic 2: Will the new Avantis All Equities Market Value ETF be a good substitute for your Worldwide All Value Portfolio? 7:00
Topic 3: Do you recommend converting traditional IRA funds to a Roth IRA using the back door Roth IRA strategy? Paul suggests reading: https://www.thebalancemoney.com/when-does-a-backdoor-roth-ira-make-sense-4153803) and various articles at The White Coat Investors: https://www.whitecoatinvestor.com/backdoor-roth-ira-tutorial/). 14:30
Topic 4: What is the most important table on your website? Paul mentions tables at these pages: https://paulmerriman.com/ultimate-buy-and-hold-strategy/), https://paulmerriman.com/portfolios-2023-updates/) (most important), https://paulmerriman.com/fine-tuning-your-asset-allocation/), https://paulmerriman.com/fixed-contributions/), https://paulmerriman.com/fixed-distributions-2023/) and https://paulmerriman.com/flexible-distributions-2023/). 18:25
Topic 5: Should a younger investor (20s, 30s, 40s) put TIPs as part of their fixed income or just stick to the Total Bond Market? 22:17
Topic 6: Can you discuss your recommendations for the bond portion of a portfolio? For example, how do you decide how much would go with the Worldwide 4 Fund Portfolio? 23:57Topic 7: Could there be a problem when small cap value funds get too large? 28:02
