Last Update: 30 November 2019
The Paul Merriman Ultimate Buy and Hold Strategy Portfolio is exposed for 100% on the Stock Market .
It's a Very High Risk portfolio and it can be replicated with 10 ETFs.
In the last 10 years, the portfolio obtained a 9.87% compound annual return, with a 13.36% standard deviation.
Asset Allocation and ETFs
The Paul Merriman Ultimate Buy and Hold Strategy Portfolio has the following asset allocation:
The Paul Merriman Ultimate Buy and Hold Strategy Portfolio can be replicated with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 10.00 % | IJS | iShares S&P Small-Cap 600 Value | Equity, U.S., Small Cap, Value | |
| 10.00 % | DLS | WisdomTree International SmallCp Div | Equity, Developed Markets, Small Cap, Value | |
| 10.00 % | SPY | SPDR S&P 500 | Equity, U.S., Large Cap | |
| 10.00 % | EEM | iShares MSCI Emerging Markets | Equity, Emerging Markets, Large Cap | |
| 10.00 % | IJR | iShares Core S&P Small-Cap | Equity, U.S., Small Cap | |
| 10.00 % | VT | Vanguard Total World Stock | Equity, Developed Markets, Large Cap | |
| 10.00 % | VTV | Vanguard Value | Equity, U.S., Large Cap, Value | |
| 10.00 % | SCZ | iShares MSCI EAFE Small-Cap | Equity, EAFE, Small Cap | |
| 10.00 % | EFV | iShares MSCI EAFE Value | Equity, EAFE, Large Cap, Value | |
| 10.00 % | VNQ | Vanguard Real Estate | Real Estate, U.S. |
Historical Returns
Paul Merriman Ultimate Buy and Hold Strategy Portfolio - Historical returns and stats.
Returns, capital growth, stats are calculated assuming a rebalancing of the portfolio at the beginning of each year (i.e. at every January 1st).
| Period | Returns Nov 2019 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+1.94%
|
0.00%
|
1 - 0 | |
|
3M
|
+8.13%
|
0.00%
|
3 - 0 | |
|
6M
|
+11.12%
|
-2.67%
Jul 2019 - Aug 2019
|
4 - 2 | |
|
YTD
|
+19.80%
|
-6.17%
May 2019 - May 2019
|
8 - 3 | |
|
1Y
|
+10.06%
|
15.75%
|
-8.13%
Dec 2018 - Dec 2018
|
8 - 4 |
|
3Y
|
+9.81%
annualized
|
11.41%
|
-14.68%
Feb 2018 - Dec 2018
|
26 - 10 |
|
5Y
|
+7.44%
annualized
|
11.44%
|
-14.68%
Feb 2018 - Dec 2018
|
40 - 20 |
|
10Y
|
+9.87%
annualized
|
13.36%
|
-21.28%
May 2011 - Sep 2011
|
79 - 41 |
|
MAX
Dec 2008
|
+11.60%
annualized
|
15.40%
|
-22.25%
Jan 2009 - Feb 2009
|
86 - 45 |
* Annualized St.Dev. of monthly returns
Best Very High Risk Porftolios, ordered by 10Y annualized return.
| Portfolio | 10Y Return ▾ | #ETF | Stocks | Bonds | Comm. | |
|---|---|---|---|---|---|---|
| US Stocks |
+13.43% | 1 | 100 | 0 | 0 | |
| Warren Buffett |
+12.25% | 2 | 90 | 10 | 0 | |
| Second Grader's Starter Paul Farrell |
+9.98% | 3 | 90 | 10 | 0 | |
| Ultimate Buy and Hold Strategy Paul Merriman |
+9.87% | 10 | 100 | 0 | 0 | |
| Core Four Rick Ferri |
+9.52% | 4 | 80 | 20 | 0 |
Capital Growth
Drawdowns
Rolling Returns
Paul Merriman Ultimate Buy and Hold Strategy Portfolio: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+12.15% |
+68.85% Mar 2009 - Feb 2010 |
-11.36% Jan 2018 - Dec 2018 |
21.67% |
| 2 Years |
+11.47% |
+45.66% Mar 2009 - Feb 2011 |
-2.11% Mar 2014 - Feb 2016 |
0.93% |
| 3 Years |
+10.96% |
+28.48% Mar 2009 - Feb 2012 |
+4.56% Nov 2013 - Oct 2016 |
0.00% |
| 5 Years |
+10.70% |
+23.47% Mar 2009 - Feb 2014 |
+4.71% Jan 2014 - Dec 2018 |
0.00% |
| 7 Years |
+10.74% |
+15.54% Mar 2009 - Feb 2016 |
+8.77% May 2011 - Apr 2018 |
0.00% |
| 10 Years |
+11.40% |
+14.77% Mar 2009 - Feb 2019 |
+9.45% Oct 2009 - Sep 2019 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
Yearly Returns - Monthly Returns Heatmap
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2019 |
+19.80% | 9.0 | 2.2 | 0.2 | 3.0 | -6.2 | 5.6 | -0.3 | -2.4 | 3.2 | 2.8 | 1.9 | |
| 2018 |
-11.36% | 3.9 | -4.7 | -0.1 | 0.5 | 1.1 | -0.5 | 2.7 | 0.7 | -0.7 | -7.8 | 1.9 | -8.1 |
| 2017 |
+21.58% | 2.1 | 2.3 | 0.9 | 1.6 | 1.0 | 1.4 | 2.6 | -0.2 | 3.1 | 1.4 | 1.9 | 1.5 |
| 2016 |
+12.94% | -5.5 | -0.5 | 8.7 | 1.0 | 0.6 | 0.1 | 4.6 | 0.3 | 1.0 | -2.5 | 2.7 | 2.6 |
| 2015 |
-1.36% | -1.1 | 5.0 | -0.5 | 1.5 | 0.3 | -2.0 | 0.2 | -6.1 | -2.8 | 6.5 | 0.2 | -1.9 |
| 2014 |
+4.83% | -3.3 | 4.9 | 0.9 | 0.3 | 1.6 | 2.1 | -2.1 | 2.5 | -4.7 | 3.0 | 0.3 | -0.5 |
| 2013 |
+24.44% | 4.3 | 0.4 | 2.5 | 2.9 | -0.8 | -2.1 | 5.1 | -2.7 | 6.0 | 3.9 | 1.3 | 1.8 |
| 2012 |
+18.37% | 6.7 | 3.5 | 1.7 | -1.1 | -8.3 | 5.0 | 0.2 | 2.7 | 2.8 | -0.5 | 1.1 | 4.0 |
| 2011 |
-5.55% | 1.1 | 3.2 | 0.5 | 3.9 | -1.8 | -1.7 | -2.0 | -7.2 | -10.4 | 11.5 | -1.3 | -0.0 |
| 2010 |
+18.42% | -3.9 | 2.4 | 7.4 | 2.2 | -9.2 | -4.1 | 8.8 | -4.4 | 9.6 | 4.0 | -1.6 | 8.1 |
| 2009 |
+33.45% | -12.0 | -11.6 | 9.0 | 15.4 | 8.9 | -0.4 | 9.5 | 4.8 | 5.3 | -3.4 | 4.4 | 3.2 |