Paul Merriman Ultimate Buy and Hold Strategy vs Bill Bernstein Sheltered Sam 100/0 Portfolio Comparison

Last Update: 29 February 2024

The Paul Merriman Ultimate Buy and Hold Strategy Portfolio obtained a 8.05% compound annual return, with a 15.74% standard deviation, in the last 30 Years.

The Bill Bernstein Sheltered Sam 100/0 Portfolio obtained a 9.03% compound annual return, with a 15.31% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio Bill Bernstein Sheltered Sam 100/0 Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 97%
Fixed Income 0% 0%
Commodities 0% 3%
30 Years Stats Return +8.05% +9.03%
Std Dev 15.74% 15.31%
Max Drawdown -57.21% -54.91%
All time Stats
(Since Jan 1976)
Return +11.54% +12.07%
Std Dev 15.41% 14.85%
Max Drawdown -57.21% -54.91%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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1M 6M 1Y 5Y 10Y 30Y MAX
Paul Merriman Ultimate Buy and Hold Strategy Portfolio +2.70 +7.40 +10.23 +6.64 +6.47 +8.05 +11.54
Bill Bernstein Sheltered Sam 100/0 Portfolio +3.21 +8.69 +13.35 +8.94 +8.31 +9.03 +12.07
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1$, since March 1994, now would be worth 10.19$, with a total return of 919.13% (8.05% annualized).

Bill Bernstein Sheltered Sam 100/0 Portfolio: an investment of 1$, since March 1994, now would be worth 13.37$, with a total return of 1237.05% (9.03% annualized).

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1$, since January 1976, now would be worth 192.25$, with a total return of 19125.33% (11.54% annualized).

Bill Bernstein Sheltered Sam 100/0 Portfolio: an investment of 1$, since January 1976, now would be worth 242.32$, with a total return of 24131.90% (12.07% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Bill Bernstein Sheltered Sam 100/0 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.21% Nov 2007 Feb 2009 (16) Jan 2013 (63) 25.06
-54.91% Nov 2007 Feb 2009 (16) Dec 2012 (62) 23.19
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-25.69% Feb 2001 Sep 2002 (20) Oct 2003 (33) 13.89
-25.40% Jan 2020 Mar 2020 (3) Nov 2020 (11) 11.92
-24.70% Jan 2022 Sep 2022 (9) In progress (26) 11.81
-21.73% Jan 2022 Sep 2022 (9) Dec 2023 (24) 9.87
-20.46% Apr 1998 Aug 1998 (5) Apr 1999 (13) 9.79
-20.10% Feb 2001 Sep 2002 (20) Jul 2003 (30) 11.01
-19.86% May 1998 Aug 1998 (4) Apr 1999 (12) 8.09
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-13.05% Sep 2018 Dec 2018 (4) Jul 2019 (11) 5.28
-12.10% Jun 2015 Feb 2016 (9) Jul 2016 (14) 6.28
-10.21% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.42
-8.65% Sep 2000 Nov 2000 (3) Jan 2001 (5) 4.44
-7.66% Sep 2000 Nov 2000 (3) Jan 2001 (5) 3.55
-6.79% Sep 1994 Jan 1995 (5) May 1995 (9) 3.97
-6.22% Oct 1997 Nov 1997 (2) Feb 1998 (5) 4.46
-6.09% Jun 2007 Jul 2007 (2) Oct 2007 (5) 3.28
-5.95% Sep 1994 Nov 1994 (3) Mar 1995 (7) 3.49

Drawdown comparison chart since January 1976.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Bill Bernstein Sheltered Sam 100/0 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.21% Nov 2007 Feb 2009 (16) Jan 2013 (63) 25.06
-54.91% Nov 2007 Feb 2009 (16) Dec 2012 (62) 23.19
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-25.69% Feb 2001 Sep 2002 (20) Oct 2003 (33) 13.89
-25.44% Sep 1987 Nov 1987 (3) Jan 1989 (17) 13.08
-25.40% Jan 2020 Mar 2020 (3) Nov 2020 (11) 11.92
-25.26% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-24.70% Jan 2022 Sep 2022 (9) In progress (26) 11.81
-21.87% Jan 1990 Sep 1990 (9) May 1991 (17) 10.79
-21.73% Jan 2022 Sep 2022 (9) Dec 2023 (24) 9.87
-20.46% Apr 1998 Aug 1998 (5) Apr 1999 (13) 9.79
-20.10% Feb 2001 Sep 2002 (20) Jul 2003 (30) 11.01
-19.86% May 1998 Aug 1998 (4) Apr 1999 (12) 8.09
-19.82% Jun 1981 Jul 1982 (14) Nov 1982 (18) 9.77
-17.87% Jan 1990 Sep 1990 (9) Mar 1991 (15) 9.07
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-14.00% Jul 1981 Jul 1982 (13) Oct 1982 (16) 7.40
-13.05% Sep 2018 Dec 2018 (4) Jul 2019 (11) 5.28
-12.52% Feb 1980 Mar 1980 (2) Jul 1980 (6) 6.03
-12.26% Feb 1980 Mar 1980 (2) Jun 1980 (5) 6.12

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
+0.35%
-2.29%
+1.72%
-1.44%
2023
+15.13%
-11.48%
+15.58%
-10.56%
2022
-15.37%
-24.70%
-12.59%
-21.73%
2021
+19.37%
-3.67%
+23.26%
-3.71%
2020
+6.40%
-27.54%
+7.92%
-25.40%
2019
+23.62%
-6.09%
+25.10%
-6.15%
2018
-11.86%
-15.11%
-8.54%
-13.05%
2017
+21.78%
-0.19%
+18.07%
-0.33%
2016
+12.36%
-6.13%
+14.96%
-5.02%
2015
-1.21%
-10.45%
-2.58%
-9.91%
2014
+3.86%
-4.78%
+8.93%
-3.76%
2013
+24.33%
-3.16%
+25.60%
-3.08%
2012
+18.52%
-9.57%
+16.72%
-8.15%
2011
-6.03%
-21.49%
-1.94%
-19.96%
2010
+17.95%
-12.96%
+18.03%
-13.01%
2009
+32.93%
-22.58%
+28.40%
-22.79%
2008
-39.47%
-43.68%
-36.97%
-40.41%
2007
+3.86%
-8.69%
+2.63%
-7.36%
2006
+25.26%
-4.59%
+22.83%
-3.80%
2005
+14.55%
-4.36%
+11.09%
-4.34%
2004
+24.50%
-4.95%
+19.02%
-4.74%
2003
+45.35%
-4.40%
+37.23%
-5.25%
2002
-8.70%
-19.82%
-13.43%
-22.61%
2001
-4.24%
-16.27%
-5.06%
-17.43%
2000
-0.62%
-8.65%
+2.19%
-7.66%
1999
+20.93%
-3.33%
+17.38%
-4.45%
1998
+4.55%
-20.46%
+8.80%
-19.86%
1997
+7.53%
-6.22%
+20.21%
-4.83%
1996
+14.79%
-4.92%
+19.51%
-4.76%
1995
+16.47%
-2.82%
+25.90%
-2.38%
1994
-2.37%
-7.70%
-1.11%
-7.23%
1993
+30.62%
-3.22%
+25.63%
-3.08%
1992
+7.12%
-3.87%
+9.73%
-2.45%
1991
+32.16%
-5.51%
+31.84%
-4.60%
1990
-15.66%
-21.87%
-11.83%
-17.87%
1989
+27.73%
-3.75%
+26.34%
-3.57%
1988
+25.20%
-2.71%
+20.88%
-2.67%
1987
+6.29%
-25.26%
+3.74%
-25.44%
1986
+33.82%
-4.97%
+26.09%
-4.93%
1985
+40.18%
-2.65%
+35.09%
-3.17%
1984
+7.34%
-6.12%
+7.75%
-6.32%
1983
+26.91%
-2.38%
+26.03%
-1.94%
1982
+9.42%
-16.41%
+18.67%
-10.66%
1981
-0.23%
-10.99%
-0.04%
-10.30%
1980
+24.58%
-12.52%
+28.25%
-12.26%
1979
+19.34%
-9.15%
+25.49%
-8.19%
1978
+21.17%
-9.46%
+14.91%
-9.70%
1977
+13.48%
-1.92%
+7.35%
-3.04%
1976
+22.54%
-3.46%
+29.03%
-2.46%