20. Paul Merriman's two funds
Account$97,724
Return−2.28%
vs S&P 500+1.81%
Worst drop−4.64%
What it does
Paul Merriman suggests just two funds, half and half: an S&P 500 index fund and a fund of small US companies. Here small companies are a broad small-company fund, not only value. Back to 50/50 once a year.
Account value
Paul Merriman's two fundsS&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| IWM | 181 | $273.67 | $49,534 | 50.69% |
| SPY | 65 | $735.29 | $47,794 | 48.91% |
| Cash | $396 | 0.40% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | IWM | 181 | $274.81 | $49,741 | $24.87 |
| 2026-10-22 | Buy | SPY | 65 | $766.37 | $49,814 | $24.91 |