Best in Class ETF 2024 Updates

Sound Investing

Content provided by Paul Merriman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Merriman or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

14d ago 28:20

MP3•Episode home

So, you've chosen to be a buy-and-hold investor following one of Paul's Sound Investing portfolios. Now, the question is, what to buy? It's time to become a knowledgeable shopper.

Chris Pedersen describes the attributes that make an ETF or mutual fund more or less suited to implementing the portfolios we've discussed.

He then shows how to use Morningstar and Portfolio Visualizer to evaluate funds and points to the Best-in-Class recommended funds he's chosen.

Finally, he demonstrates how the Portfolio Configurator can compare different fund family implementations and calculate the needed percentages of different funds for your personal portfolio choices.

Along the way, we learn that, like Warren Buffet, he has a thing for Diet Coke.

Resources:

AAII Article describing his Best-in-Class ETF selection process-

Video link to section of prior video showing more detail of the factor analysis he uses- Time mark- 46:00

Best-in-Class ETF's article

Best-in-Class ETFs

Portfolio Configurator

534 episodes

#Paul Merriman #Trading #Business