Here Are The 20 Best Income Portfolios Built with ETFs for 2023
If you're looking for income then you should look at this list of the 20 best income portfolios.
Paul Merriman’s Ultimate Portfolio can be built with 10 ETFs. It is a high-risk 100% stock portfolio. It is exposed to 10 different asset classes, among are small-cap stocks and value stocks.
Below you can see the historical returns of Paul Merriman’s Ultimate Portfolio.
Portfolio data was last updated on 1st of June 2023, 06:35 ET
|Name||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down||Expense ratio||Yield|
|Paul Merriman FundAdvice Ultimate Buy and Hold||1.01||-11.91||4.8||7.52||-21.14||0.12%||2.81|
|Paul Merriman Ultimate Buy & Hold Strategy 2010||1.04||-15.12||4.9||7.71||-23.15||0.17%||2.74|
Here is what the table is showing you
Year to date: This shows what the portfolio has returned this year starting from the first trading day of the year.
10 Year return: This shows the compounded annualized growth rate over a ten-year period. The current year is excluded from calculations.
CAGR since 1989: This shows the compounded annualized growth rate since 1989. The current year is excluded from calculations.
Expense ratio: This shows the cost of holding the portfolio if you were to construct the portfolio using the proposed ETFs.
Yield: This is the expected dividend yield of the portfolio.
Please note that past performance is not a guarantee of future returns.
Below you can see the returns of the best portfolios that we have benchmarked.
|Name||See Portfolio||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down|
Here is how you build Paul Merriman’s Ultimate Portfolio with ETFs:
Paul Merriman is along-time established expert and educator on personal finance and investing. His Sound Investing podcast has been a massive inspiration to me and thousandsof others.
He is a contributor to Marketwatch. Paul Merriman has a very interesting and diverse investing philosophy. He favorsdiversification and a strong portion of stocks when you have plenty of time until retirement. He also favors going into the small-cap asset classes.
His Ultimate Portfolio has massive diversification and has a good amount invested in small caps. Small-cap stocks are stocks that have a small market capitalization. Small-cap stocks have historically outperformed larger-cap stocks.
The Ultimate Portfolios is also known as the Ultimate Buy and Hold portfolio.
The portfolio is made up of 10 asset classes, each contributing 10% to the portfolio. The portfolio has a tilt towards value and small-caps.
This means that the portfolio allocates a portion of its asset to small-cap and value stocks. These two asset classes have historically outperformed other asset classes.
Paul Merriman’s financial literacy videos
Go here for a rebalance excel worksheet.
Go here for the article on Paul Merriman’s website. Here is the condensed article on Marketwatch.
Here is his podcast for 2018 for the portfolio. He updates the portfolio every year.
Finding the right portfolio is hard. Maintaining your portfolio is also daunting.
If you want access to our high-performing portfolios then you want to take a look at the premium portfolios.
This is a paid product that gives you the 20 best-performing portfolios since 1989. The portfolios represent a great opportunity for you to get more money from your investment portfolios. The 20 portfolios are the best among the literally hundreds of other portfolios we have benchmarked since we started.
You stand to gain thousands more dollars EACH YEAR for the price of a few months of Netflix.
If you have already committed to a portfolio then maybe you need help maintaining the portfolio. In this case you will find our rebalance worksheet useful.
Rebalancing your portfolio lowers your risk and may provide higher returns in the long run. It is completely FREE.
You can find the rebalance worksheet in our article Here Is The Most Easy To Use Portfolio Rebalance Tool.
Small-cap value is the best performing asset class for the past 60 years. In the past 15 years value has lagged the broader market.
The two fund portfolio is a portfolio built with 2 ETFs. It uses a target-date fund and a small-cap value fund.