Last Update: 31 July 2020

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 8.38% compound annual return, with a 14.49% standard deviation.

In 2019, the portfolio granted a 3.30% dividend yield. If you are interested in getting periodic income, please refer to the Paul Merriman Ultimate Buy and Hold Strategy Portfolio: Dividend Yield page.

Asset Allocation and ETFs

The Paul Merriman Ultimate Buy and Hold Strategy Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The Paul Merriman Ultimate Buy and Hold Strategy Portfolio can be replicated with the following ETFs:

Weight Ticker ETF Name Investment Themes
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 % IJS iShares S&P Small-Cap 600 Value Equity, U.S., Small Cap, Value
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.
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Paul Merriman Ultimate Buy and Hold Strategy Portfolio guaranteed the following returns.

PAUL MERRIMAN ULTIMATE BUY AND HOLD STRATEGY PORTFOLIO RETURNS (%)
Last Update: 31 July 2020
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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*)
Paul Merriman Ultimate Buy and Hold Strategy Portfolio +3.92 +11.33 -8.15 -2.87 +1.80 +5.12 +8.38
Components
DLS - WisdomTree International SmallCp Div +2.03 +10.21 -14.82 -7.29 -4.58 +2.01 +6.06
SPY - SPDR S&P 500 +5.89 +12.90 +2.56 +12.00 +11.94 +11.38 +13.74
EEM - iShares MSCI Emerging Markets +8.25 +18.84 +3.40 +6.45 +1.99 +5.42 +2.55
IJR - iShares Core S&P Small-Cap +4.28 +12.80 -10.80 -8.58 +1.66 +5.53 +10.97
IJS - iShares S&P Small-Cap 600 Value +2.58 +8.95 -17.23 -16.33 -2.69 +3.13 +8.97
VT - Vanguard Total World Stock +5.29 +14.18 -0.34 +7.14 +6.76 +7.41 +8.98
VTV - Vanguard Value +3.74 +5.64 -10.15 -4.86 +4.57 +6.99 +10.91
SCZ - iShares MSCI EAFE Small-Cap +2.69 +13.23 -7.16 +0.37 +0.02 +4.11 +7.37
EFV - iShares MSCI EAFE Value -0.20 +7.85 -15.52 -11.98 -5.65 -2.04 +2.30
VNQ - Vanguard Real Estate +3.64 +7.98 -11.85 -5.11 +2.98 +4.94 +9.06
(*) annualized
Portfolio returns are calculated assuming:
  • a rebalancing of the components at the beginning of each year (i.e. at every January 1st)
  • the reinvestment of dividends

If you are interested in getting periodic income, please refer to the Paul Merriman Ultimate Buy and Hold Strategy Portfolio: Dividend Yield page.

Historical Returns

Paul Merriman Ultimate Buy and Hold Strategy Portfolio - Historical returns and stats.

PAUL MERRIMAN ULTIMATE BUY AND HOLD STRATEGY PORTFOLIO
Last Update: 31 July 2020
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Period Returns
Jul 2020		 Standard
Deviation *		 Max
Drawdown		 Months
Pos - Neg
1M
+3.92%
0.00%
1 - 0
3M
+11.33%
0.00%
3 - 0
6M
-8.15%
-24.95%
Feb 2020 - Mar 2020
4 - 2
YTD
-11.09%
-27.35%
Jan 2020 - Mar 2020
4 - 3
1Y
-2.87%
24.29%
-27.35%
Jan 2020 - Mar 2020
8 - 4
3Y
+1.80%
annualized
17.75%
-27.35%
Jan 2020 - Mar 2020
23 - 13
5Y
+5.12%
annualized
15.45%
-27.35%
Jan 2020 - Mar 2020
41 - 19
10Y
+8.38%
annualized
14.49%
-27.35%
Jan 2020 - Mar 2020
79 - 41
MAX
01 Jan 2009
+10.11%
annualized
16.54%
-27.35%
Jan 2020 - Mar 2020
91 - 48

* Annualized St.Dev. of monthly returns

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Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
 +11.28% +68.85%
Mar 2009 - Feb 2010 		-19.26%
Apr 2019 - Mar 2020 		25.00%
2 Years
 +10.50% +45.66%
Mar 2009 - Feb 2011 		-10.14%
Apr 2018 - Mar 2020 		6.03%
3 Years
 +10.34% +28.48%
Mar 2009 - Feb 2012 		-2.71%
Apr 2017 - Mar 2020 		1.92%
5 Years
 +10.10% +23.47%
Mar 2009 - Feb 2014 		+0.93%
Apr 2015 - Mar 2020 		0.00%
7 Years
 +10.16% +15.54%
Mar 2009 - Feb 2016 		+3.99%
Apr 2013 - Mar 2020 		0.00%
10 Years
 +10.17% +14.77%
Mar 2009 - Feb 2019 		+5.87%
Apr 2010 - Mar 2020 		0.00%

* Annualized rolling and average returns over full calendar month periods

Yearly Returns - Monthly Returns Heatmap

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
 -11.09% -3.2 -8.2 -18.2 9.9 4.3 2.7 3.9
2019
 +24.04% 9.0 2.2 0.2 3.0 -6.2 5.6 -0.3 -2.4 3.2 2.8 1.9 3.5
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
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