Paul Merriman Ultimate Buy and Hold Strategy vs US Stocks Minimum Volatility 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 US Stocks Minimum Volatility Portfolio obtained a 9.77% compound annual return, with a 13.71% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio US Stocks Minimum Volatility 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% +9.77%
Std Dev 15.74% 13.71%
Max Drawdown -57.21% -43.27%
All time Stats
(Since Jan 1985)
Return +10.59% +11.14%
Std Dev 15.65% 14.21%
Max Drawdown -57.21% -43.27%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1985

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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 +10.59
US Stocks Minimum Volatility Portfolio +2.09 +9.89 +17.47 +9.15 +10.62 +9.77 +11.14
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).

US Stocks Minimum Volatility Portfolio: an investment of 1$, since March 1994, now would be worth 16.37$, with a total return of 1536.95% (9.77% annualized).

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1$, since January 1985, now would be worth 51.60$, with a total return of 5060.48% (10.59% annualized).

US Stocks Minimum Volatility Portfolio: an investment of 1$, since January 1985, now would be worth 62.63$, with a total return of 6163.30% (11.14% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
US Stocks Minimum Volatility 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
-43.27% Nov 2007 Feb 2009 (16) Feb 2011 (40) 20.28
-35.36% Sep 2000 Sep 2002 (25) Jul 2005 (59) 18.12
-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
-19.06% Feb 2020 Mar 2020 (2) Nov 2020 (10) 8.46
-17.35% Jan 2022 Sep 2022 (9) Jan 2024 (25) 8.33
-16.52% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.42
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-12.10% Jun 2015 Feb 2016 (9) Jul 2016 (14) 6.28
-11.70% May 2011 Sep 2011 (5) Dec 2011 (8) 4.61
-9.14% Jul 1999 Sep 1999 (3) Dec 1999 (6) 4.76
-8.65% Sep 2000 Nov 2000 (3) Jan 2001 (5) 4.44
-7.56% Oct 2018 Dec 2018 (3) Feb 2019 (5) 3.65
-6.79% Sep 1994 Jan 1995 (5) May 1995 (9) 3.97
-6.22% Oct 1997 Nov 1997 (2) Feb 1998 (5) 4.46
-5.47% Aug 1997 Aug 1997 (1) Dec 1997 (5) 2.74
-5.27% Aug 2016 Oct 2016 (3) Feb 2017 (7) 2.90

Drawdown comparison chart since January 1985.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
US Stocks Minimum Volatility 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
-43.27% Nov 2007 Feb 2009 (16) Feb 2011 (40) 20.28
-35.36% Sep 2000 Sep 2002 (25) Jul 2005 (59) 18.12
-30.08% Sep 1987 Nov 1987 (3) May 1989 (21) 16.33
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-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
-19.06% Feb 2020 Mar 2020 (2) Nov 2020 (10) 8.46
-17.35% Jan 2022 Sep 2022 (9) Jan 2024 (25) 8.33
-16.52% Jul 1998 Aug 1998 (2) Nov 1998 (5) 8.42
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-14.10% Jun 1990 Oct 1990 (5) Feb 1991 (9) 7.72
-12.10% Jun 2015 Feb 2016 (9) Jul 2016 (14) 6.28
-11.70% May 2011 Sep 2011 (5) Dec 2011 (8) 4.61
-9.14% Jul 1999 Sep 1999 (3) Dec 1999 (6) 4.76
-8.65% Sep 2000 Nov 2000 (3) Jan 2001 (5) 4.44
-8.39% Sep 1986 Sep 1986 (1) Jan 1987 (5) 3.95

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%
+4.31%
0.00%
2023
+15.13%
-11.48%
+10.34%
-4.29%
2022
-15.37%
-24.70%
-9.42%
-17.35%
2021
+19.37%
-3.67%
+20.84%
-4.99%
2020
+6.40%
-27.54%
+5.64%
-19.06%
2019
+23.62%
-6.09%
+27.69%
-1.61%
2018
-11.86%
-15.11%
+1.36%
-7.56%
2017
+21.78%
-0.19%
+18.91%
-0.35%
2016
+12.36%
-6.13%
+10.57%
-5.27%
2015
-1.21%
-10.45%
+5.45%
-5.12%
2014
+3.86%
-4.78%
+16.33%
-3.04%
2013
+24.33%
-3.16%
+25.09%
-3.26%
2012
+18.52%
-9.57%
+10.82%
-2.17%
2011
-6.03%
-21.49%
+12.70%
-11.70%
2010
+17.95%
-12.96%
+14.52%
-12.81%
2009
+32.93%
-22.58%
+18.18%
-19.43%
2008
-39.47%
-43.68%
-25.77%
-28.06%
2007
+3.86%
-8.69%
+4.15%
-5.15%
2006
+25.26%
-4.59%
+14.77%
-3.11%
2005
+14.55%
-4.36%
+6.45%
-3.39%
2004
+24.50%
-4.95%
+14.34%
-2.88%
2003
+45.35%
-4.40%
+19.79%
-5.68%
2002
-8.70%
-19.82%
-15.44%
-24.56%
2001
-4.24%
-16.27%
-7.96%
-20.58%
2000
-0.62%
-8.65%
+2.67%
-9.24%
1999
+20.93%
-3.33%
+7.63%
-9.14%
1998
+4.55%
-20.46%
+22.82%
-16.52%
1997
+7.53%
-6.22%
+30.20%
-5.47%
1996
+14.79%
-4.92%
+14.96%
-5.24%
1995
+16.47%
-2.82%
+36.61%
-0.39%
1994
-2.37%
-7.70%
+0.13%
-7.03%
1993
+30.62%
-3.22%
+11.82%
-2.26%
1992
+7.12%
-3.87%
+6.42%
-2.83%
1991
+32.16%
-5.51%
+28.86%
-4.68%
1990
-15.66%
-21.87%
-2.01%
-14.10%
1989
+27.73%
-3.75%
+35.71%
-2.13%
1988
+25.20%
-2.71%
+15.74%
-3.84%
1987
+6.29%
-25.26%
+3.77%
-30.08%
1986
+33.82%
-4.97%
+17.36%
-8.39%
1985
+40.18%
-2.65%
+32.55%
-3.71%