Paul Merriman Ultimate Buy and Hold Strategy vs Technology 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 Technology Portfolio obtained a 13.98% compound annual return, with a 24.02% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio Technology Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +8.05% +13.98%
Std Dev 15.74% 24.02%
Max Drawdown -57.21% -81.08%
All time Stats
(Since Jan 1976)
Return +11.54% +14.50%
Std Dev 15.41% 22.67%
Max Drawdown -57.21% -81.08%
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
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +18.10 +13.98 +14.50
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).

Technology Portfolio: an investment of 1$, since March 1994, now would be worth 50.62$, with a total return of 4961.70% (13.98% 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).

Technology Portfolio: an investment of 1$, since January 1976, now would be worth 680.80$, with a total return of 67979.87% (14.50% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-81.08% Apr 2000 Sep 2002 (30) Oct 2014 (175) 56.07
-57.21% Nov 2007 Feb 2009 (16) Jan 2013 (63) 25.06
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-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
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-13.51% Feb 1997 Mar 1997 (2) May 1997 (4) 7.32
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-12.58% Mar 1994 Jun 1994 (4) Oct 1994 (8) 7.44
-12.10% Jun 2015 Feb 2016 (9) Jul 2016 (14) 6.28
-10.50% Aug 1997 Dec 1997 (5) Feb 1998 (7) 5.23
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-9.49% Feb 1999 Feb 1999 (1) Apr 1999 (3) 4.77
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.65% Sep 2000 Nov 2000 (3) Jan 2001 (5) 4.44

Drawdown comparison chart since January 1976.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Technology Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-81.08% Apr 2000 Sep 2002 (30) Oct 2014 (175) 56.07
-57.21% Nov 2007 Feb 2009 (16) Jan 2013 (63) 25.06
-34.57% Sep 1987 Nov 1987 (3) May 1989 (21) 17.23
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-27.93% Jul 1983 Jul 1984 (13) Nov 1985 (29) 16.11
-27.64% Jul 1990 Oct 1990 (4) Feb 1991 (8) 16.50
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-25.26% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-25.11% Jun 1981 Jul 1982 (14) Nov 1982 (18) 15.65
-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
-19.82% Jun 1981 Jul 1982 (14) Nov 1982 (18) 9.77
-19.01% Feb 1980 Mar 1980 (2) Jul 1980 (6) 9.28
-17.69% Sep 1978 Oct 1978 (2) Jun 1979 (10) 8.77
-17.20% Aug 1998 Aug 1998 (1) Oct 1998 (3) 8.68
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-15.73% Jun 1986 Sep 1986 (4) Jan 1987 (8) 9.55
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70

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%
+7.20%
0.00%
2023
+15.13%
-11.48%
+54.85%
-8.42%
2022
-15.37%
-24.70%
-32.58%
-32.58%
2021
+19.37%
-3.67%
+27.42%
-5.68%
2020
+6.40%
-27.54%
+48.40%
-12.90%
2019
+23.62%
-6.09%
+38.96%
-8.23%
2018
-11.86%
-15.11%
-0.12%
-16.96%
2017
+21.78%
-0.19%
+32.66%
-2.32%
2016
+12.36%
-6.13%
+7.10%
-8.37%
2015
-1.21%
-10.45%
+9.45%
-8.88%
2014
+3.86%
-4.78%
+19.18%
-3.04%
2013
+24.33%
-3.16%
+36.63%
-2.39%
2012
+18.52%
-9.57%
+18.12%
-8.13%
2011
-6.03%
-21.49%
+3.47%
-10.79%
2010
+17.95%
-12.96%
+20.14%
-12.93%
2009
+32.93%
-22.58%
+54.68%
-7.43%
2008
-39.47%
-43.68%
-41.73%
-43.03%
2007
+3.86%
-8.69%
+19.02%
-6.83%
2006
+25.26%
-4.59%
+7.14%
-11.54%
2005
+14.55%
-4.36%
+1.57%
-12.37%
2004
+24.50%
-4.95%
+10.54%
-9.86%
2003
+45.35%
-4.40%
+49.67%
-2.90%
2002
-8.70%
-19.82%
-37.37%
-46.75%
2001
-4.24%
-16.27%
-33.34%
-54.93%
2000
-0.62%
-8.65%
-36.11%
-46.69%
1999
+20.93%
-3.33%
+101.95%
-9.49%
1998
+4.55%
-20.46%
+85.30%
-17.20%
1997
+7.53%
-6.22%
+20.63%
-13.51%
1996
+14.79%
-4.92%
+42.54%
-8.14%
1995
+16.47%
-2.82%
+42.54%
-3.77%
1994
-2.37%
-7.70%
+1.50%
-12.97%
1993
+30.62%
-3.22%
+10.58%
-8.26%
1992
+7.12%
-3.87%
+8.86%
-13.48%
1991
+32.16%
-5.51%
+64.99%
-8.89%
1990
-15.66%
-21.87%
-10.41%
-27.64%
1989
+27.73%
-3.75%
+26.17%
-4.64%
1988
+25.20%
-2.71%
+13.54%
-10.50%
1987
+6.29%
-25.26%
+10.50%
-34.57%
1986
+33.82%
-4.97%
+6.89%
-15.73%
1985
+40.18%
-2.65%
+35.61%
-6.97%
1984
+7.34%
-6.12%
-11.31%
-17.55%
1983
+26.91%
-2.38%
+19.87%
-13.85%
1982
+9.42%
-16.41%
+18.67%
-14.55%
1981
-0.23%
-10.99%
-3.21%
-19.44%
1980
+24.58%
-12.52%
+33.88%
-19.01%
1979
+19.34%
-9.15%
+28.11%
-9.91%
1978
+21.17%
-9.46%
+12.31%
-17.69%
1977
+13.48%
-1.92%
+7.33%
-3.83%
1976
+22.54%
-3.46%
+26.10%
-2.85%