Bootcamp #9 Best in Class ETF Update 2024

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:

[LGonz-L]

Wish I would of had these videos twenty years ago! Never too late to build a portfolio. My favorite line "Time in the market is what really pays the bills for us." Couldn't agree more. Thank you Chris I enjoyed your video.

[JeffKowing]

Fantastic summary without hurting my brain as to how you go about determining best in class. And then with links for those seeking more details. Truly appreciate your work and the manner you present the information with zero hype and false promises. Thanks!

[kutayecevit]

Here's the video I've been waiting for, although I miss Paul's youthful enthusiasm, Chris's engineering touch and humble approach is what I appreciate the most. Literally millions worth of a video. With love from Istanbul.

[ld]

Great discussion Chris. As usual this was an excellent presentation. I appreciate very much all the work you and Daryl do along with Paul at the foundation. I am using much your content to teach my adult kids and grandchildren as well. Larry, Central Valley, Ca.

[daveabel]

Great job Chris, really appreciate what you all do.

[CarlJones-ucqn]

Fantastic series of podcasts and videos. I’ve been binging! Keep up the great work guys

[--]

“Hit carriage return”….I could almost hear the IBM Selectric head slide across. 😂. Great data and presentation, as always!!

[nicstevens]

Awesome as usual. Always learn a lot here.

[laurahernandez]

I've gone thru all bootcamp videos. Phew! And I'm ready to start managing my accounts, what should I be aware of to avoid losses? What I mean is my retirement and brokerage accounts are already being managed, and if I start moving things, what kinds of expenses could I trigger? And what's a systematic way to go about it slowly? Also, can I manage my own retirement accounts? Somebody told me I couldn't manage my old employer retirement accounts that have been rolled over to these other companies for management. And thank you for all the great information!

[mere_cat]

Hmmm. For some reason I was expecting an update on the recommended ETFs. Were there any updates in 2024? Avantis has a few new ETFs.

[jordanleroux-stewart]

Excellent presentation and great tools. Thank you very much !

[rwyatt]

When you do your 2 funds for life presentation it would be interesting to get your view of how apply the 2 funds for life concept to a 529. We have Vanguard and they don't offer a small cap value choice to use with their TGF offerings. They offer a value and a small cap. I went with a 3 funds TGF (80%), SC (10%) and Value (10%). I was just guessing.

[Jpsantos]

Would you suggest that VTI, VXUS, AVUV, AVDV, AVES is a good portfolio?

[Dave-eeyh]

Another great video to learn some of the important nuances of successful investing. Thank you! I am curious when the Merriman website will show the updated 2024 BIC ETF recommendations?