Biz of Life presents 9 videos as the first part of a series that details the process of portfolio construction by renowned investment manager Paul Merriman. The explanations are very well done. Merriman shows how, over the longer term, based on academic evidence, adding asset classes increases expected compound annual return from 9.5% to 12%. He clearly demonstrates the role of risk in the portfolio construction process.
This is one of the best explanations I have seen on this complex subject and is the starting point for understanding the investment process. I highly recommend these videos for newbies as well as a review for more knowledgeable investors. Those who make a living explaining these concepts will surely appreciate Merriman's clear presentations.
Thoughts and observations for those investing on their own or contemplating doing it themselves.
If you are seeking investment help, look at the video here on my services. If you are seeking a different approach to managing your assets, you have landed at the right spot. I am a fee-only advisor registered in the State of Maryland, charge less than half the going rate for investment management, and seek to teach individuals how to manage their own assets using low-cost indexed exchange traded funds. Please call or email me if interested in further details. My website is at http://www.rwinvestmentstrategies.com. If you are new to investing, take a look at the "DIY Investor Newbie" posts here by typing "newbie" in the search box above to the left. These take you through the basics of what you need to know in getting started on doing your own investing.
Wednesday, August 24, 2011
Paul Merriman Videos on Portfolio Construction
Posted by Robert Wasilewski at 7:51 AM
Labels: DIY newbie, Paul Merriman, Portfolio construction
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I'm a huge fan of Paul Merriman! His asset allocation isn't too simple nor is it too complex. His site has a chock full of tips and a must read for anyone interested in disciplined investing.ReplyDelete
Thanks for the reference.ReplyDelete