Last Update: 31 August 2021

The Paul Merriman Ultimate Buy and Hold Strategy Portfolio obtained a 10.74% compound annual return, with a 14.39% standard deviation, in the last 10 years.

The Paul Farrell Second Grader's Starter Portfolio obtained a 12.19% compound annual return, with a 12.33% standard deviation, in the last 10 years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio Paul Farrell Second Grader's Starter Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
10 Years Stats Return +10.74% +12.19%
Std Dev 14.39% 12.33%
Max Drawdown -27.54% -19.32%

Last Update: 31 August 2021

Historical Returns

The examinated historical serie starts from January 1995

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1M 3M 6M 1Y 3Y(*) 5Y(*) 10Y(*) MAX(*)
Paul Merriman Ultimate Buy and Hold Strategy Portfolio +1.98 +1.57 +11.48 +35.61 +9.94 +11.49 +10.74 +9.31
Paul Farrell Second Grader's Starter Portfolio +2.20 +4.47 +12.76 +27.61 +14.28 +14.22 +12.19 +9.15
(*) annualized

Capital Growth

Time Range:

Drawdowns

Time Range:

Yearly Returns

Yearly return comparison. Common historical serie start from January 1995.

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Year Paul Merriman Ultimate Buy and Hold Strategy Portfolio Paul Farrell Second Grader's Starter Portfolio
2021
+17.80% +15.21%
2020
+6.40% +16.72%
2019
+23.62% +25.83%
2018
-11.86% -7.40%
2017
+21.78% +21.30%
2016
+12.36% +9.42%
2015
-1.21% -1.16%
2014
+3.86% +6.75%
2013
+24.33% +24.11%
2012
+18.52% +15.86%
2011
-6.03% -2.83%
2010
+17.95% +14.62%
2009
+32.93% +28.98%
2008
-39.47% -34.54%
2007
+3.86% +8.57%
2006
+25.26% +17.83%
2005
+14.55% +8.70%
2004
+24.50% +14.35%
2003
+45.35% +30.95%
2002
-8.70% -15.98%
2001
-4.24% -11.78%
2000
-0.62% -9.89%
1999
+20.93% +23.19%
1998
+4.55% +19.50%
1997
+7.53% +19.31%
1996
+14.79% +14.34%
1995
+16.47% +24.48%
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