Last Update: 31 July 2022

The Paul Merriman Ultimate Buy and Hold Strategy Portfolio obtained a 8.82% compound annual return, with a 15.26% standard deviation, in the last 30 Years.

The Technology Portfolio obtained a 13.75% compound annual return, with a 23.71% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +8.82% +13.75%
Std Dev 15.26% 23.71%
Max Drawdown -57.21% -81.08%

Last Update: 31 July 2022

Historical Returns as of Jul 31, 2022

Comparison period starts from January 1992

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Paul Merriman Ultimate Buy and Hold Strategy Portfolio +5.97 -8.86 -9.41 +5.51 +8.91 +8.82 +8.75
Technology Portfolio +12.55 -12.84 -12.99 +17.92 +18.28 +13.75 +13.24
(*) Returns over 1 year are annualized

Capital Growth as of Jul 31, 2022

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since August 1992, now would be worth 12630.44$, with a total return of 1163.04% (8.82% annualized).

Technology Portfolio: an investment of 1000$, since August 1992, now would be worth 47690.23$, with a total return of 4669.02% (13.75% annualized).

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since January 1992, now would be worth 13019.59$, with a total return of 1201.96% (8.75% annualized).

Technology Portfolio: an investment of 1000$, since January 1992, now would be worth 44813.15$, with a total return of 4381.31% (13.24% annualized).

Drawdowns

Drawdown comparison chart since July 1992.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-57.21% Nov 2007 Feb 2009
-29.33% Jan 2022 Jun 2022
-27.54% Jan 2020 Mar 2020
-20.46% Apr 1998 Aug 1998
-20.10% Feb 2001 Sep 2002
-17.27% Jan 2022 Jun 2022
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.11% Feb 2018 Dec 2018
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.10% Jun 2015 Feb 2016
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.65% Sep 2000 Nov 2000

Drawdown comparison chart since January 1992.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-57.21% Nov 2007 Feb 2009
-29.33% Jan 2022 Jun 2022
-27.54% Jan 2020 Mar 2020
-20.46% Apr 1998 Aug 1998
-20.10% Feb 2001 Sep 2002
-17.27% Jan 2022 Jun 2022
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.11% Feb 2018 Dec 2018
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.10% Jun 2015 Feb 2016
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020

Yearly Returns

Yearly return comparison. Common historical serie start from January 1992.

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Year Paul Merriman Ultimate Buy and Hold Strategy Portfolio Technology Portfolio
2022
-12.34% -20.46%
2021
+19.37% +27.42%
2020
+6.40% +48.40%
2019
+23.62% +38.96%
2018
-11.86% -0.12%
2017
+21.78% +32.66%
2016
+12.36% +7.10%
2015
-1.21% +9.45%
2014
+3.86% +19.18%
2013
+24.33% +36.63%
2012
+18.52% +18.12%
2011
-6.03% +3.47%
2010
+17.95% +20.14%
2009
+32.93% +54.68%
2008
-39.47% -41.73%
2007
+3.86% +19.02%
2006
+25.26% +7.14%
2005
+14.55% +1.57%
2004
+24.50% +10.54%
2003
+45.35% +49.67%
2002
-8.70% -37.37%
2001
-4.24% -33.34%
2000
-0.62% -36.11%
1999
+20.93% +101.95%
1998
+4.55% +85.30%
1997
+7.53% +20.63%
1996
+14.79% +42.54%
1995
+16.47% +42.54%
1994
-2.37% +1.50%
1993
+30.62% +10.58%
1992
+7.12% +8.86%
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