Data Source: from January 1992 to June 2022
Consolidated Returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
PORTFOLIO • LIVE PERFORMANCE (USD currency)
2.20%
1 Day
Jul 05 2022, 02:00PM Eastern Time
1.61%
Current Month
July 2022
The Paul Merriman Ultimate Buy and Hold Strategy Portfolio is a Very High Risk portfolio and can be implemented with 10 ETFs.
It's exposed for 100% on the Stock Market.
In the last 30 Years, the Paul Merriman Ultimate Buy and Hold Strategy Portfolio obtained a 8.68% compound annual return, with a 15.23% 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 implemented with the following ETFs:
| Weight | Ticker | ETF Name | Investment Themes | |
|---|---|---|---|---|
| 10.00 % | SPY | SPDR S&P 500 | Equity, U.S., Large Cap | |
| 10.00 % | IJR | iShares Core S&P Small-Cap | Equity, U.S., Small Cap | |
| 10.00 % | DLS | WisdomTree International SmallCp Div | Equity, Developed Markets, Small Cap, Value | |
| 10.00 % | IJS | iShares S&P Small-Cap 600 Value | Equity, U.S., Small Cap, Value | |
| 10.00 % | EEM | iShares MSCI Emerging Markets | Equity, Emerging Markets, Large Cap | |
| 10.00 % | VTV | Vanguard Value | Equity, U.S., Large Cap, Value | |
| 10.00 % | VEA | Vanguard FTSE Developed Markets | Equity, EAFE, Large Cap | |
| 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.
According to the available data source, let's assume we built the portfolio on January 1992.
Portfolio returns are calculated in USD, assuming:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
PAUL MERRIMAN ULTIMATE BUY AND HOLD STRATEGY PORTFOLIO RETURNS
Consolidated returns as of 30 June 2022
Live Update: Jul 05 2022, 02:00PM Eastern Time
Swipe left to see all data
| Chg (%) | Return (%) | Return (%) as of Jun 30, 2022 |
|||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 Day | Time ET(*) | Jul 2022 | 1M | 6M | 1Y | 5Y(*) | 10Y(*) | 30Y(*) | |
| Paul Merriman Ultimate Buy and Hold Strategy Portfolio | -2.20 | -1.61 | -8.32 | -17.27 | -14.70 | 4.84 | 8.29 | 8.68 | |
| US Inflation Adjusted return | -8.32 | -20.49 | -20.70 | 1.19 | 5.69 | 6.06 | |||
| Components | |||||||||
|
SPY SPDR S&P 500 |
-0.99 |
02:00PM Jul 05 2022 |
0.06 | -8.25 | -19.98 | -10.61 | 11.23 | 12.86 | 9.74 |
|
IJR iShares Core S&P Small-Cap |
-1.20 |
01:59PM Jul 05 2022 |
-0.27 | -8.48 | -18.93 | -16.91 | 7.20 | 11.24 | 10.52 |
|
DLS WisdomTree International SmallCp Div |
-2.73 |
01:59PM Jul 05 2022 |
-2.49 | -7.84 | -18.35 | -18.26 | -0.02 | 6.32 | 6.96 |
|
IJS iShares S&P Small-Cap 600 Value |
-1.71 |
02:00PM Jul 05 2022 |
-0.63 | -8.96 | -14.31 | -14.23 | 6.57 | 10.79 | 11.03 |
|
EEM iShares MSCI Emerging Markets |
-1.73 |
02:00PM Jul 05 2022 |
-2.34 | -5.14 | -17.20 | -25.55 | 1.56 | 2.33 | 6.09 |
|
VTV Vanguard Value |
-2.33 |
01:59PM Jul 05 2022 |
-1.35 | -7.89 | -9.29 | -1.75 | 9.23 | 11.77 | 9.47 |
|
VEA Vanguard FTSE Developed Markets |
-3.03 |
01:59PM Jul 05 2022 |
-2.82 | -9.19 | -18.92 | -18.07 | 2.71 | 5.87 | 5.27 |
|
SCZ iShares MSCI EAFE Small-Cap |
-2.84 |
01:59PM Jul 05 2022 |
-2.89 | -10.25 | -23.88 | -23.44 | 1.65 | 7.08 | 7.02 |
|
EFV iShares MSCI EAFE Value |
-3.82 |
01:59PM Jul 05 2022 |
-3.51 | -9.59 | -11.33 | -11.79 | 0.42 | 4.05 | 5.30 |
|
VNQ Vanguard Real Estate |
-1.65 |
01:59PM Jul 05 2022 |
0.12 | -7.46 | -20.54 | -8.02 | 5.69 | 7.49 | 9.57 |
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)
US Inflation is updated to May 2022. Waiting for updates, inflation of Jun 2022 is set to 0%. Current inflation (annualized) is 1Y: 7.57% , 5Y: 3.61% , 10Y: 2.46% , 30Y: 2.47%
Live update: World Markets and Indexes
Portfolio Dividends
In 2021, the Paul Merriman Ultimate Buy and Hold Strategy Portfolio granted a 2.79% 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.
Readings that may interest you
Historical Returns as of Jun 30, 2022
Historical returns and stats of Paul Merriman Ultimate Buy and Hold Strategy Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.
PAUL MERRIMAN ULTIMATE BUY AND HOLD STRATEGY PORTFOLIO
Consolidated returns as of 30 June 2022
Data Source: from January 1992 to June 2022
Swipe left to see all data
| Period | Return (%) as of Jun 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
|---|---|---|---|---|---|
|
1M
Jun 2022
|
-8.32
|
-8.32
|
-8.32
Jun 2022 - Jun 2022
|
0 - 1
|
|
|
3M
|
-13.25
|
-14.37
|
-13.25
Apr 2022 - Jun 2022
|
1 - 2
|
|
|
6M
|
-17.27
|
-20.49
|
-17.27
Jan 2022 - Jun 2022
|
2 - 4
|
|
|
YTD
|
-17.27
|
-20.49
|
-17.27
Jan 2022 - Jun 2022
|
2 - 4
|
|
|
1Y
|
-14.70
|
-20.70
|
13.41
|
-17.27
Jan 2022 - Jun 2022
|
5 - 7
42% pos
|
|
3Y(*)
|
4.55
|
0.04
|
18.86
|
-27.54
Jan 2020 - Mar 2020
|
21 - 15
58% pos
|
|
5Y(*)
|
4.84
|
1.19
|
16.86
|
-27.54
Jan 2020 - Mar 2020
|
37 - 23
62% pos
|
|
10Y(*)
|
8.29
|
5.69
|
13.80
|
-27.54
Jan 2020 - Mar 2020
|
79 - 41
66% pos
|
|
15Y(*)
|
4.81
|
2.45
|
17.71
|
-57.21
Nov 2007 - Feb 2009
|
110 - 70
61% pos
|
|
20Y(*)
|
8.38
|
5.79
|
16.56
|
-57.21
Nov 2007 - Feb 2009
|
154 - 86
64% pos
|
|
25Y(*)
|
7.48
|
4.94
|
16.20
|
-57.21
Nov 2007 - Feb 2009
|
185 - 115
62% pos
|
|
30Y(*)
|
8.68
|
6.06
|
15.23
|
-57.21
Nov 2007 - Feb 2009
|
231 - 129
64% pos
|
|
MAX(*)
01 Jan 1992
|
8.57
|
5.95
|
15.15
|
-57.21
Nov 2007 - Feb 2009
|
235 - 131
64% pos
|
(*) Returns over 1 year are annualized
Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?
Capital Growth as of Jun 30, 2022
An investment of 1000$, since July 1992,
now would be worth 12142.05$, with a total return of 1114.20% (8.68% annualized).
The Inflation Adjusted Capital now would be 5836.20$, with a net total return of 483.62% (6.06% annualized).
The Inflation Adjusted Capital now would be 5836.20$, with a net total return of 483.62% (6.06% annualized).
An investment of 1000$, since January 1992,
now would be worth 12286.63$, with a total return of 1128.66% (8.57% annualized).
The Inflation Adjusted Capital now would be 5825.61$, with a net total return of 482.56% (5.95% annualized).
The Inflation Adjusted Capital now would be 5825.61$, with a net total return of 482.56% (5.95% annualized).
Drawdowns
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -57.21% | Nov 2007 | Feb 2009 | 16 | Jan 2013 | 47 | 63 |
| -27.54% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
| -20.46% | Apr 1998 | Aug 1998 | 5 | Apr 1999 | 8 | 13 |
| -20.10% | Feb 2001 | Sep 2002 | 20 | Jul 2003 | 10 | 30 |
| -17.27% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -15.11% | Feb 2018 | Dec 2018 | 11 | Nov 2019 | 11 | 22 |
| -12.10% | Jun 2015 | Feb 2016 | 9 | Jul 2016 | 5 | 14 |
| -8.65% | Sep 2000 | Nov 2000 | 3 | Jan 2001 | 2 | 5 |
| -8.25% | Feb 1994 | Jan 1995 | 12 | Jun 1995 | 5 | 17 |
| -6.22% | Oct 1997 | Nov 1997 | 2 | Feb 1998 | 3 | 5 |
| -4.95% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
| -4.92% | Jun 1996 | Jul 1996 | 2 | Nov 1996 | 4 | 6 |
| -4.78% | Sep 2014 | Sep 2014 | 1 | Feb 2015 | 5 | 6 |
| -4.60% | Jun 2007 | Jul 2007 | 2 | Oct 2007 | 3 | 5 |
| -4.59% | May 2006 | May 2006 | 1 | Oct 2006 | 5 | 6 |
| -4.36% | Mar 2005 | Apr 2005 | 2 | Jun 2005 | 2 | 4 |
| -4.24% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
| -4.03% | Apr 2000 | May 2000 | 2 | Jun 2000 | 1 | 3 |
| -3.67% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
| -3.67% | Nov 2021 | Nov 2021 | 1 | Dec 2021 | 1 | 2 |
Swipe left to see all data
Drawdown period |
Recovery period |
Total |
||||
|---|---|---|---|---|---|---|
| Drawdown | Start | Bottom | #Months | End | #Months | #Months |
| -57.21% | Nov 2007 | Feb 2009 | 16 | Jan 2013 | 47 | 63 |
| -27.54% | Jan 2020 | Mar 2020 | 3 | Nov 2020 | 8 | 11 |
| -20.46% | Apr 1998 | Aug 1998 | 5 | Apr 1999 | 8 | 13 |
| -20.10% | Feb 2001 | Sep 2002 | 20 | Jul 2003 | 10 | 30 |
| -17.27% | Jan 2022 | Jun 2022 | 6 | in progress | 6 | |
| -15.11% | Feb 2018 | Dec 2018 | 11 | Nov 2019 | 11 | 22 |
| -12.10% | Jun 2015 | Feb 2016 | 9 | Jul 2016 | 5 | 14 |
| -8.65% | Sep 2000 | Nov 2000 | 3 | Jan 2001 | 2 | 5 |
| -8.25% | Feb 1994 | Jan 1995 | 12 | Jun 1995 | 5 | 17 |
| -6.22% | Oct 1997 | Nov 1997 | 2 | Feb 1998 | 3 | 5 |
| -4.95% | Apr 2004 | Apr 2004 | 1 | Sep 2004 | 5 | 6 |
| -4.92% | Jun 1996 | Jul 1996 | 2 | Nov 1996 | 4 | 6 |
| -4.78% | Sep 2014 | Sep 2014 | 1 | Feb 2015 | 5 | 6 |
| -4.60% | Jun 2007 | Jul 2007 | 2 | Oct 2007 | 3 | 5 |
| -4.59% | May 2006 | May 2006 | 1 | Oct 2006 | 5 | 6 |
| -4.36% | Mar 2005 | Apr 2005 | 2 | Jun 2005 | 2 | 4 |
| -4.24% | Aug 1997 | Aug 1997 | 1 | Sep 1997 | 1 | 2 |
| -4.03% | Apr 2000 | May 2000 | 2 | Jun 2000 | 1 | 3 |
| -3.87% | Jun 1992 | Jun 1992 | 1 | Dec 1992 | 6 | 7 |
| -3.67% | Jan 2000 | Jan 2000 | 1 | Mar 2000 | 2 | 3 |
Rolling Returns ( more details)
Paul Merriman Ultimate Buy and Hold Strategy Portfolio: annualized rolling and average returns
Swipe left to see all data
| Rolling Period |
Return (*) | Negative Periods |
||
|---|---|---|---|---|
| Average (%) | Best (%) | Worst (%) | ||
| 1 Year |
10.67 |
68.65 Mar 2009 - Feb 2010 |
-49.19 Mar 2008 - Feb 2009 |
25.92% |
| 2 Years |
9.61 |
45.51 Mar 2009 - Feb 2011 |
-30.72 Mar 2007 - Feb 2009 |
15.16% |
| 3 Years |
9.05 |
33.96 Apr 2003 - Mar 2006 |
-17.09 Mar 2006 - Feb 2009 |
12.39% |
| 5 Years |
8.90 |
24.86 Nov 2002 - Oct 2007 |
-3.83 Mar 2004 - Feb 2009 |
6.19% |
| 7 Years |
8.64 |
15.25 Mar 2009 - Feb 2016 |
2.03 Mar 2002 - Feb 2009 |
0.00% |
| 10 Years |
8.63 |
14.47 Mar 2009 - Feb 2019 |
3.22 Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
8.48 |
13.00 Nov 1992 - Oct 2007 |
4.42 Mar 1994 - Feb 2009 |
0.00% |
| 20 Years |
8.61 |
9.96 Nov 2001 - Oct 2021 |
6.29 Apr 2000 - Mar 2020 |
0.00% |
(*) Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Paul Merriman Ultimate Buy and Hold Strategy Portfolio: Rolling Returns page.
Seasonality
Paul Merriman Ultimate Buy and Hold Strategy Portfolio: in which months is it better to invest?
Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.33 55% |
0.23 61% |
1.12 71% |
2.34 77% |
0.56 71% |
0.01 45% |
0.92 57% |
-0.20 57% |
-0.14 60% |
0.69 67% |
1.18 70% |
2.38 80% |
| Best Year |
9.0 2019 |
7.3 1998 |
9.0 2009 |
15.4 2009 |
9.2 2009 |
5.5 2019 |
9.5 2009 |
5.0 2009 |
9.6 2010 |
11.4 2011 |
13.3 2020 |
8.2 2010 |
| Worst Year |
-12.4 2009 |
-11.7 2009 |
-18.3 2020 |
-6.3 2022 |
-9.3 2010 |
-9.1 2008 |
-9.2 2002 |
-14.7 1998 |
-11.0 2001 |
-21.9 2008 |
-10.1 2008 |
-8.0 2018 |
Statistics calculated for the period Jan 1992 - Jun 2022
Monthly/Yearly Returns
Paul Merriman Ultimate Buy and Hold Strategy Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?
MONTHLY RETURNS HISTOGRAM
235 Positive Months (64%) - 131 Negative Months (36%)
Jan 1992 - Jun 2022
Swipe left to see all data
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2022 |
-17.27 | -20.49 | -3.8 | -1.9 | 1.1 | -6.3 | 0.9 | -8.3 | ||||||
| 2021 |
+19.37 | +11.46 | 1.1 | 4.5 | 3.7 | 3.3 | 2.4 | -0.2 | -0.2 | 2.0 | -3.5 | 3.7 | -3.7 | 5.1 |
| 2020 |
+6.40 | +5.06 | -3.3 | -8.3 | -18.3 | 9.6 | 4.4 | 2.7 | 3.6 | 4.8 | -2.5 | -1.4 | 13.3 | 5.7 |
| 2019 |
+23.62 | +20.88 | 9.0 | 2.2 | 0.1 | 2.9 | -6.1 | 5.5 | -0.5 | -2.4 | 3.3 | 2.8 | 1.8 | 3.5 |
| 2018 |
-11.86 | -13.52 | 3.8 | -4.8 | 0.0 | 0.6 | 0.8 | -0.6 | 2.6 | 0.5 | -0.7 | -7.8 | 1.8 | -8.0 |
| 2017 |
+21.78 | +19.24 | 2.2 | 2.1 | 1.1 | 1.7 | 1.2 | 1.4 | 2.6 | -0.2 | 3.1 | 1.4 | 1.8 | 1.5 |
| 2016 |
+12.36 | +10.10 | -5.4 | -0.7 | 8.6 | 1.1 | 0.5 | -0.1 | 4.6 | 0.3 | 1.1 | -2.5 | 2.4 | 2.6 |
| 2015 |
-1.21 | -1.84 | -0.9 | 5.0 | -0.5 | 1.7 | 0.2 | -2.1 | 0.3 | -6.1 | -2.8 | 6.4 | 0.2 | -1.9 |
| 2014 |
+3.86 | +3.19 | -3.4 | 5.0 | 0.8 | 0.4 | 1.5 | 2.0 | -2.1 | 2.2 | -4.8 | 2.9 | 0.2 | -0.6 |
| 2013 |
+24.33 | +22.48 | 4.3 | 0.3 | 2.4 | 3.1 | -1.1 | -2.1 | 5.1 | -2.6 | 6.2 | 3.8 | 1.2 | 1.7 |
| 2012 |
+18.52 | +16.47 | 6.7 | 3.5 | 1.6 | -1.2 | -8.5 | 5.2 | 0.1 | 2.8 | 2.7 | -0.3 | 1.2 | 4.1 |
| 2011 |
-6.03 | -8.82 | 1.2 | 3.3 | 0.3 | 4.1 | -1.8 | -1.7 | -2.0 | -7.3 | -10.5 | 11.4 | -1.4 | -0.1 |
| 2010 |
+17.95 | +16.28 | -3.9 | 2.2 | 7.3 | 2.0 | -9.3 | -4.0 | 9.0 | -4.4 | 9.6 | 4.0 | -1.8 | 8.2 |
| 2009 |
+32.93 | +29.29 | -12.4 | -11.7 | 9.0 | 15.4 | 9.2 | -0.4 | 9.5 | 5.0 | 5.1 | -3.4 | 4.3 | 3.1 |
| 2008 |
-39.47 | -39.45 | -6.1 | -1.7 | 0.7 | 4.7 | 1.7 | -9.1 | -1.5 | -0.3 | -9.0 | -21.9 | -10.1 | 7.5 |
| 2007 |
+3.86 | -0.23 | 2.2 | -0.8 | 2.2 | 3.2 | 2.9 | -1.5 | -3.1 | 0.3 | 3.9 | 4.0 | -6.3 | -2.5 |
| 2006 |
+25.26 | +22.17 | 7.1 | -0.1 | 3.7 | 2.5 | -4.6 | 0.2 | 0.4 | 2.4 | 1.1 | 4.7 | 3.6 | 2.2 |
| 2005 |
+14.55 | +10.84 | -1.6 | 4.2 | -2.5 | -1.9 | 2.1 | 2.5 | 4.9 | 0.6 | 2.5 | -3.1 | 3.5 | 2.8 |
| 2004 |
+24.50 | +20.47 | 3.1 | 2.5 | 1.7 | -4.9 | 1.4 | 3.5 | -3.2 | 1.6 | 2.9 | 2.8 | 7.3 | 3.9 |
| 2003 |
+45.35 | +42.45 | -2.2 | -1.7 | -0.6 | 8.8 | 7.6 | 3.3 | 4.0 | 3.7 | 1.6 | 6.5 | 2.0 | 5.5 |
| 2002 |
-8.70 | -10.91 | -0.7 | 0.9 | 5.7 | 0.9 | 1.1 | -3.8 | -9.2 | 0.2 | -8.4 | 2.5 | 4.9 | -2.1 |
| 2001 |
-4.24 | -5.75 | 3.9 | -4.6 | -5.2 | 6.9 | 0.6 | -0.4 | -2.1 | -0.8 | -11.0 | 2.2 | 5.1 | 2.5 |
| 2000 |
-0.62 | -3.93 | -3.7 | 1.1 | 3.4 | -3.0 | -1.0 | 4.6 | -1.1 | 2.8 | -2.4 | -2.7 | -3.8 | 5.7 |
| 1999 |
+20.93 | +17.78 | -0.5 | -2.8 | 4.3 | 8.7 | -1.3 | 5.1 | -0.3 | -0.9 | -1.1 | 1.1 | 1.7 | 5.8 |
| 1998 |
+4.55 | +2.90 | 1.2 | 7.3 | 3.7 | -0.3 | -2.7 | -1.1 | -2.9 | -14.7 | 2.2 | 6.9 | 4.7 | 2.1 |
| 1997 |
+7.53 | +5.73 | 0.9 | 0.6 | -2.0 | 0.3 | 6.8 | 4.0 | 2.8 | -4.2 | 4.6 | -5.2 | -1.0 | 0.5 |
| 1996 |
+14.79 | +11.04 | 2.4 | 0.9 | 1.6 | 3.2 | 1.4 | -0.5 | -4.4 | 2.2 | 2.5 | 0.2 | 4.3 | 0.4 |
| 1995 |
+16.47 | +13.59 | -1.8 | 1.0 | 3.0 | 2.5 | 1.8 | 0.7 | 4.1 | -0.6 | 1.4 | -2.8 | 2.8 | 3.5 |
| 1994 |
-2.37 | -4.84 | 4.5 | -2.6 | -5.1 | 1.7 | 0.1 | -2.0 | 2.4 | 4.1 | -2.3 | 1.0 | -4.7 | 0.9 |
| 1993 |
+30.62 | +27.05 | 3.6 | 1.6 | 5.5 | 0.0 | 1.6 | 1.3 | 2.3 | 4.7 | 0.8 | 3.4 | -3.2 | 5.9 |
| 1992 |
+7.12 | +4.04 | 2.7 | 0.4 | -2.4 | 1.0 | 3.5 | -3.9 | 1.9 | -1.6 | 0.2 | 0.4 | 3.3 | 1.8 |
Portofolio Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets, instead of the actual ETFs of the portfolio.
In particular, it has been used:
- SPY - SPDR S&P 500: simulated historical serie, up to December 1993
- IJR - iShares Core S&P Small-Cap: simulated historical serie, up to December 2000
- DLS - WisdomTree International SmallCp Div: simulated historical serie, up to December 2006
- IJS - iShares S&P Small-Cap 600 Value: simulated historical serie, up to December 2000
- EEM - iShares MSCI Emerging Markets: simulated historical serie, up to December 2003
- VTV - Vanguard Value: simulated historical serie, up to December 2004
- VEA - Vanguard FTSE Developed Markets: simulated historical serie, up to December 2007
- SCZ - iShares MSCI EAFE Small-Cap: simulated historical serie, up to December 2007
- EFV - iShares MSCI EAFE Value: simulated historical serie, up to December 2005
- VNQ - Vanguard Real Estate: simulated historical serie, up to December 2004
Portfolio efficiency
Is the Paul Merriman Ultimate Buy and Hold Strategy Portfolio actually efficient, compared to other Lazy Portfolios?
Overall Ratings
The Paul Merriman Ultimate Buy and Hold Strategy Portfolio is classified as Very High Risk.
Bond weight:
Less than 25%
Less than 25%
Bond weight:
25% - 49.99%
25% - 49.99%
Bond weight:
50% - 74.99%
50% - 74.99%
Bond weight:
At least 75%
At least 75%
| Very High Risk Portfolios |
All Portfolios |
||
|---|---|---|---|
| 25 Years Ann. Return (Inflation Adjusted) |
+7.48%
(+4.94%) |
Bad : 1.3 / 5
|
Good : 3.2 / 5
|
| Standard Deviation over 25 Years |
16.20% |
Average : 2.9 / 5
|
Bad : 1.9 / 5
|
| Maximum Drawdown over 25 Years |
-57.21% |
Bad : 1.8 / 5
|
Bad : 1.2 / 5
|
| Easy to manage | 10 ETFs |
Poor : 1 / 5
|
Poor : 1 / 5
|
| Rating assigned considering all the Very High Risk Portfolios | Rating assigned considering all the Portfolios in the database |
Best Classic Portfolios, with Very High Risk
Swipe left to see all data
30 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | Jul 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
+1.22 | +13.42 | -81.08 | 100 | 0 | 0 | ||
|
US Stocks |
+0.21 | +9.81 | -50.84 | 100 | 0 | 0 | ||
|
Warren Buffett Portfolio Warren Buffett |
+0.23 | +9.38 | -45.52 | 90 | 10 | 0 | ||
|
Aggressive Global Income |
-0.99 | +9.37 | -52.63 | 80 | 20 | 0 | ||
|
Stocks/Bonds 80/20 |
+0.38 | +9.06 | -41.09 | 80 | 20 | 0 | ||
Jul 2022 return refers to period 01-05 July 2022.
Last update: Jul 05 2022, 02:00PM Eastern Time.
Last update: Jul 05 2022, 02:00PM Eastern Time.