Last Update: 31 January 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 9.99% compound annual return, with a 13.34% standard deviation.

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 % 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 % 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 % 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).

PAUL MERRIMAN ULTIMATE BUY AND HOLD STRATEGY PORTFOLIO
Last Update: 31 January 2020
Swipe left to see all data
Period Returns
Jan 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-3.20%
-3.20%
Jan 2020 - Jan 2020
0 - 1
3M
+2.16%
-3.20%
Jan 2020 - Jan 2020
2 - 1
6M
+5.75%
-3.20%
Jan 2020 - Jan 2020
4 - 2
YTD
-3.20%
-3.20%
Jan 2020 - Jan 2020
0 - 1
1Y
+10.14%
11.16%
-6.17%
May 2019 - May 2019
8 - 4
3Y
+8.21%
annualized
11.67%
-14.68%
Feb 2018 - Dec 2018
25 - 11
5Y
+7.82%
annualized
11.60%
-14.68%
Feb 2018 - Dec 2018
41 - 19
10Y
+9.99%
annualized
13.34%
-21.28%
May 2011 - Sep 2011
79 - 41
MAX
01 Jan 2009
+11.44%
annualized
15.36%
-22.25%
Jan 2009 - Feb 2009
87 - 46

* Annualized St.Dev. of monthly returns

Best Very High Risk Porftolios, ordered by 10Y annualized return.

Portfolio 10Y Return ▾ #ETF Stocks Bonds Comm.
Technology
+18.98% 1 100 0 0
US Stocks
+13.83% 1 100 0 0
Warren Buffett
+12.70% 2 90 10 0
Second Grader's Starter
Paul Farrell
+10.41% 3 90 10 0
Ultimate Buy and Hold Strategy
Paul Merriman
+9.99% 10 100 0 0

See all portfolios

Capital Growth

Time Range:

Drawdowns

Time Range:

Rolling Returns

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

Swipe left to see all data
Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+12.23% +68.85%
Mar 2009 - Feb 2010
-11.36%
Jan 2018 - Dec 2018
21.31%
2 Years
+11.31% +45.66%
Mar 2009 - Feb 2011
-2.11%
Mar 2014 - Feb 2016
0.91%
3 Years
+10.92% +28.48%
Mar 2009 - Feb 2012
+4.56%
Nov 2013 - Oct 2016
0.00%
5 Years
+10.63% +23.47%
Mar 2009 - Feb 2014
+4.71%
Jan 2014 - Dec 2018
0.00%
7 Years
+10.68% +15.54%
Mar 2009 - Feb 2016
+8.77%
May 2011 - Apr 2018
0.00%
10 Years
+11.19% +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

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020
-3.20% -3.2
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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