Sound Investing
Sound Investing
Paul Merriman
WSCPA- The ultimate buy and hold portfolio
59 minutes Posted Apr 23, 2025 at 2:59 pm.
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This updated discussion of the Ultimate Buy and Hold Portfolio highlights the advantages of equity asset allocation and worldwide diversification. The presentation was presented to members of the Washington State Society of CPAs.

At the end of the presentation Paul adds his list of 15 million dollar decisions that all investors will make in their lifetime.