Paul Merriman Ultimate Buy and Hold Strategy vs Stocks/Bonds 80/20 Momentum 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 Stocks/Bonds 80/20 Momentum Portfolio obtained a 11.32% compound annual return, with a 12.42% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio Stocks/Bonds 80/20 Momentum Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +8.05% +11.32%
Std Dev 15.74% 12.42%
Max Drawdown -57.21% -43.61%
All time Stats
(Since Jan 1982)
Return +10.85% +12.54%
Std Dev 15.54% 12.58%
Max Drawdown -57.21% -43.61%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1982

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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 +10.85
Stocks/Bonds 80/20 Momentum Portfolio +7.82 +19.94 +26.62 +9.80 +10.50 +11.32 +12.54
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).

Stocks/Bonds 80/20 Momentum Portfolio: an investment of 1$, since March 1994, now would be worth 24.93$, with a total return of 2393.10% (11.32% annualized).

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1$, since January 1982, now would be worth 76.92$, with a total return of 7592.01% (10.85% annualized).

Stocks/Bonds 80/20 Momentum Portfolio: an investment of 1$, since January 1982, now would be worth 145.71$, with a total return of 14470.67% (12.54% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Stocks/Bonds 80/20 Momentum 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
-43.61% Nov 2007 Feb 2009 (16) Feb 2012 (52) 20.50
-32.75% Sep 2000 Sep 2002 (25) Dec 2004 (52) 18.54
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-27.23% Nov 2021 Sep 2022 (11) In progress (28) 18.50
-24.70% Jan 2022 Sep 2022 (9) In progress (26) 11.81
-20.46% Apr 1998 Aug 1998 (5) Apr 1999 (13) 9.79
-20.10% Feb 2001 Sep 2002 (20) Jul 2003 (30) 11.01
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-14.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 6.76
-12.46% Oct 2018 Dec 2018 (3) Jun 2019 (9) 6.19
-12.10% Jun 2015 Feb 2016 (9) Jul 2016 (14) 6.28
-9.24% Aug 1998 Aug 1998 (1) Oct 1998 (3) 4.97
-8.65% Sep 2000 Nov 2000 (3) Jan 2001 (5) 4.44
-6.79% Sep 1994 Jan 1995 (5) May 1995 (9) 3.97
-6.55% Sep 2020 Oct 2020 (2) Nov 2020 (3) 3.63
-6.22% Aug 2015 Sep 2015 (2) Mar 2016 (8) 3.19
-6.22% Oct 1997 Nov 1997 (2) Feb 1998 (5) 4.46
-5.26% Mar 1994 Jun 1994 (4) Aug 1994 (6) 3.50
-5.19% Apr 2012 May 2012 (2) Aug 2012 (5) 2.34

Drawdown comparison chart since January 1982.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Stocks/Bonds 80/20 Momentum 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
-43.61% Nov 2007 Feb 2009 (16) Feb 2012 (52) 20.50
-32.75% Sep 2000 Sep 2002 (25) Dec 2004 (52) 18.54
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-27.23% Nov 2021 Sep 2022 (11) In progress (28) 18.50
-25.63% Sep 1987 Nov 1987 (3) May 1989 (21) 15.38
-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
-20.46% Apr 1998 Aug 1998 (5) Apr 1999 (13) 9.79
-20.10% Feb 2001 Sep 2002 (20) Jul 2003 (30) 11.01
-16.41% Jan 1982 Jul 1982 (7) Oct 1982 (10) 8.93
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-14.33% Feb 2020 Mar 2020 (2) Jun 2020 (5) 6.76
-12.46% Oct 2018 Dec 2018 (3) Jun 2019 (9) 6.19
-12.10% Jun 2015 Feb 2016 (9) Jul 2016 (14) 6.28
-10.02% Aug 1990 Sep 1990 (2) Jan 1991 (6) 6.20
-9.41% Jul 1983 May 1984 (11) Oct 1984 (16) 4.29
-9.24% Aug 1998 Aug 1998 (1) Oct 1998 (3) 4.97
-8.65% Sep 2000 Nov 2000 (3) Jan 2001 (5) 4.44

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%
+12.61%
0.00%
2023
+15.13%
-11.48%
+8.41%
-5.88%
2022
-15.37%
-24.70%
-17.23%
-24.45%
2021
+19.37%
-3.67%
+10.32%
-3.67%
2020
+6.40%
-27.54%
+25.42%
-14.33%
2019
+23.62%
-6.09%
+23.57%
-1.46%
2018
-11.86%
-15.11%
-1.35%
-12.46%
2017
+21.78%
-0.19%
+30.71%
0.00%
2016
+12.36%
-6.13%
+4.51%
-3.62%
2015
-1.21%
-10.45%
+7.25%
-6.22%
2014
+3.86%
-4.78%
+12.86%
-3.39%
2013
+24.33%
-3.16%
+27.24%
-2.48%
2012
+18.52%
-9.57%
+12.58%
-5.19%
2011
-6.03%
-21.49%
+6.33%
-10.88%
2010
+17.95%
-12.96%
+15.66%
-9.31%
2009
+32.93%
-22.58%
+14.68%
-16.18%
2008
-39.47%
-43.68%
-31.40%
-32.66%
2007
+3.86%
-8.69%
+15.50%
-1.97%
2006
+25.26%
-4.59%
+9.30%
-2.94%
2005
+14.55%
-4.36%
+15.79%
-1.04%
2004
+24.50%
-4.95%
+14.21%
-2.13%
2003
+45.35%
-4.40%
+21.59%
-3.04%
2002
-8.70%
-19.82%
-8.17%
-17.08%
2001
-4.24%
-16.27%
-12.19%
-20.18%
2000
-0.62%
-8.65%
-5.41%
-9.70%
1999
+20.93%
-3.33%
+32.18%
-1.61%
1998
+4.55%
-20.46%
+40.72%
-9.24%
1997
+7.53%
-6.22%
+31.37%
-4.22%
1996
+14.79%
-4.92%
+24.58%
-3.09%
1995
+16.47%
-2.82%
+37.49%
0.00%
1994
-2.37%
-7.70%
-1.40%
-6.80%
1993
+30.62%
-3.22%
+12.52%
-1.57%
1992
+7.12%
-3.87%
+4.88%
-2.94%
1991
+32.16%
-5.51%
+32.57%
-3.31%
1990
-15.66%
-21.87%
+2.93%
-10.02%
1989
+27.73%
-3.75%
+36.94%
-1.39%
1988
+25.20%
-2.71%
+7.13%
-4.35%
1987
+6.29%
-25.26%
+2.18%
-25.63%
1986
+33.82%
-4.97%
+21.18%
-6.69%
1985
+40.18%
-2.65%
+30.36%
-2.61%
1984
+7.34%
-6.12%
+2.34%
-8.41%
1983
+26.91%
-2.38%
+14.60%
-3.36%
1982
+9.42%
-16.41%
+30.58%
-3.58%