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Bootcamp #9 Best in Class ETF Update 2024

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Paul Merriman

So, you've chosen to be a buyandhold 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 BestinClass 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 BestinClass ETF selection process https://soundinvesting.com/wpcontent...
Video link to section of prior video showing more detail of the factor analysis he uses    • How can the combo of S&P 500 and Smal...   Time mark 46:00
BestinClass ETF's article https://www.paulmerriman.com/bestin...
BestinClass ETFs https://www.paulmerriman.com/bestin...
Link to Portfolio Configurator https://lookerstudio.google.com/u/0/r...

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