Sound Investing · Paul Merriman

100% stocks, Crypto, customizing 4 fund portfolio and Bogleheads & more

·49 min·4 clips
A $10,000 small-cap value investment grew to $131,227, more than doubling the S&P 500's return over 25 years.
Paul Merriman discusses the upcoming Boglehead Conference, analyzes the performance of small-cap value versus the S&P 500, critiques cryptocurrency risks with a humorous poem, and warns against 100% equity portfolios pushed by advisors. He emphasizes diversification, tax efficiency, and long-term investing strategies.

As heard by us

A calm look at the real constraints behind DIY portfolios and why 100% stocks is not the default answer.

This episode takes a plainspoken look at DIY investing, moving from the Boglehead Conference into the real limits of 401(k) menus, self-directed access, and the awkward question of how much stock exposure is enough.

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Why you'd press play

If your 401(k) menu feels cramped, this one helps you think around it.

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