The Worst Bear Market Ever?

Sound Investing

While the headlines have focused on the first 6 months of 2022 as “The Worst First 6 Months of the Last 50 Years!”, the reality is that well-diversified investors have suffered modest losses. In this podcast, Paul reviews the major losses of growth stocks, cryptocurrencies, and barely bear market losses in the major indices, as well as the returns of the Best-In-Class (BIC) returns for all of the major asset classes. The good news is in both the equity and bond markets, the BIC performed better than the averages. The bad news is they were still losses. Paul compares the difference in returns for the average fund in each asset class, each asset class index, and the return of the Best-In-Class ETF recommendations by Chris Pedersen, as well as the BIC ETF recommendations with similar Vanguard ETFs. Bond funds are another area of concern for investors this year and Paul also compares the BIC bond fund returns individually as well as a portfolio, and the returns for the S&P 500 and Total Market Index.

See Fine Tuning Tables: https://paulmerriman.com/wp-content/uploads/2022/02/Fine-Tuning-Tables-50-50-2022-1.pdf

See Sound Investing Tables: https://paulmerriman.com/wp-content/uploads/2022/06/Sound-Investing-Portfolios.pdf

See Best-In-Class ETF Recommendations: https://paulmerriman.com/best-in-class-etf-recommendations/

Read article: "The Worst 6 Months Ever For Financial Markets" by Ben Carlson: https://awealthofcommonsense.com/2022/07/the-worst-6-months-ever-for-financial-markets/