Paul Merriman Ultimate Buy and Hold Strategy vs Aggressive Global Income Portfolio Comparison

Last Update: 31 May 2023

The Paul Merriman Ultimate Buy and Hold Strategy Portfolio obtained a 8.17% compound annual return, with a 15.60% standard deviation, in the last 30 Years.

The Aggressive Global Income Portfolio obtained a 8.52% compound annual return, with a 14.36% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Paul Merriman Ultimate Buy and Hold Strategy Portfolio Aggressive Global Income Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +8.17% +8.52%
Std Dev 15.60% 14.36%
Max Drawdown -57.21% -52.63%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1979

Swipe left to see all data
1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Paul Merriman Ultimate Buy and Hold Strategy Portfolio -3.43 -1.87 -4.73 +3.48 +6.63 +8.17 +10.93
Aggressive Global Income Portfolio -3.81 -3.53 -5.52 +3.38 +5.25 +8.52 +10.87
(*) Returns over 1 year are annualized

Capital Growth as of May 31, 2023

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since June 1993, now would be worth 10563.26$, with a total return of 956.33% (8.17% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since June 1993, now would be worth 11625.56$, with a total return of 1062.56% (8.52% annualized).

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since January 1979, now would be worth 100304.51$, with a total return of 9930.45% (10.93% annualized).

Aggressive Global Income Portfolio: an investment of 1000$, since January 1979, now would be worth 97966.56$, with a total return of 9696.66% (10.87% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

Swipe left to see all data
Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.21% Nov 2007 Feb 2009
-52.63% Nov 2007 Feb 2009
-27.54% Jan 2020 Mar 2020
-27.39% Mar 2000 Sep 2002
-24.70% Jan 2022 Sep 2022
-23.84% Jan 2020 Mar 2020
-20.46% Apr 1998 Aug 1998
-20.10% Feb 2001 Sep 2002
-18.06% Jan 2022 Sep 2022
-17.13% May 2011 Sep 2011
-15.46% May 1998 Aug 1998
-15.11% Feb 2018 Dec 2018
-13.63% May 2015 Jan 2016
-12.10% Jun 2015 Feb 2016
-9.93% Feb 2018 Dec 2018
-8.65% Sep 2000 Nov 2000
-8.25% Feb 1994 Jan 1995
-6.22% Oct 1997 Nov 1997
-5.15% Mar 2005 Apr 2005
-5.06% Feb 1994 Mar 1994

Drawdown comparison chart since January 1979.

Swipe left to see all data
Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Aggressive Global Income Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.21% Nov 2007 Feb 2009
-52.63% Nov 2007 Feb 2009
-27.54% Jan 2020 Mar 2020
-27.39% Mar 2000 Sep 2002
-25.26% Sep 1987 Nov 1987
-24.70% Jan 2022 Sep 2022
-23.84% Jan 2020 Mar 2020
-21.87% Jan 1990 Sep 1990
-21.38% Sep 1987 Nov 1987
-20.46% Apr 1998 Aug 1998
-20.10% Feb 2001 Sep 2002
-19.82% Jun 1981 Jul 1982
-19.23% Jan 1990 Sep 1990
-18.06% Jan 2022 Sep 2022
-17.13% May 2011 Sep 2011
-15.46% May 1998 Aug 1998
-15.11% Feb 2018 Dec 2018
-13.63% May 2015 Jan 2016
-12.52% Feb 1980 Mar 1980
-12.10% Jun 2015 Feb 2016

Yearly Returns

Yearly return comparison. Common historical serie start from January 1979.

Swipe left to see all data
Year Paul Merriman Ultimate Buy and Hold Strategy Portfolio Aggressive Global Income Portfolio
2023
 +1.57% -0.60%
2022
 -15.37% -8.43%
2021
 +19.37% +17.07%
2020
 +6.40% -1.13%
2019
 +23.62% +19.97%
2018
 -11.86% -8.07%
2017
 +21.78% +13.53%
2016
 +12.36% +18.29%
2015
 -1.21% -6.99%
2014
 +3.86% +3.96%
2013
 +24.33% +19.30%
2012
 +18.52% +12.95%
2011
 -6.03% +0.62%
2010
 +17.95% +14.37%
2009
 +32.93% +33.97%
2008
 -39.47% -34.21%
2007
 +3.86% +3.78%
2006
 +25.26% +21.69%
2005
 +14.55% +12.70%
2004
 +24.50% +16.76%
2003
 +45.35% +32.98%
2002
 -8.70% -7.54%
2001
 -4.24% -4.83%
2000
 -0.62% -0.62%
1999
 +20.93% +48.88%
1998
 +4.55% +8.84%
1997
 +7.53% +18.82%
1996
 +14.79% +13.71%
1995
 +16.47% +24.10%
1994
 -2.37% +2.10%
1993
 +30.62% +19.15%
1992
 +7.12% +3.24%
1991
 +32.16% +24.91%
1990
 -15.66% -13.87%
1989
 +27.73% +17.94%
1988
 +25.20% +21.28%
1987
 +6.29% +8.36%
1986
 +33.82% +32.40%
1985
 +40.18% +37.47%
1984
 +7.34% +6.06%
1983
 +26.91% +24.33%
1982
 +9.42% +20.53%
1981
 -0.23% +4.76%
1980
 +24.58% +21.29%
1979
 +19.34% +17.54%