Paul Merriman Ultimate Buy and Hold Strategy vs Aggressive Global Income 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 Aggressive Global Income Portfolio obtained a 8.62% compound annual return, with a 14.42% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio Aggressive Global Income 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% +8.62%
Std Dev 15.74% 14.42%
Max Drawdown -57.21% -52.63%
All time Stats
(Since Jan 1979)
Return +11.06% +10.97%
Std Dev 15.54% 14.00%
Max Drawdown -57.21% -52.63%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1979

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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 +11.06
Aggressive Global Income Portfolio +0.75 +6.19 +8.63 +5.27 +5.36 +8.62 +10.97
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).

Aggressive Global Income Portfolio: an investment of 1$, since March 1994, now would be worth 11.93$, with a total return of 1093.25% (8.62% annualized).

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1$, since January 1979, now would be worth 114.09$, with a total return of 11309.34% (11.06% annualized).

Aggressive Global Income Portfolio: an investment of 1$, since January 1979, now would be worth 110.05$, with a total return of 10905.44% (10.97% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Aggressive Global Income 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
-52.63% Nov 2007 Feb 2009 (16) Apr 2011 (42) 23.73
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-27.39% Mar 2000 Sep 2002 (31) Dec 2003 (46) 15.98
-24.70% Jan 2022 Sep 2022 (9) In progress (26) 11.81
-23.84% Jan 2020 Mar 2020 (3) Feb 2021 (14) 11.83
-20.46% Apr 1998 Aug 1998 (5) Apr 1999 (13) 9.79
-20.10% Feb 2001 Sep 2002 (20) Jul 2003 (30) 11.01
-18.06% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.09
-17.13% May 2011 Sep 2011 (5) Sep 2012 (17) 6.79
-15.46% May 1998 Aug 1998 (4) Jun 1999 (14) 7.15
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-13.63% May 2015 Jan 2016 (9) Jul 2016 (15) 7.95
-12.10% Jun 2015 Feb 2016 (9) Jul 2016 (14) 6.28
-9.93% Feb 2018 Dec 2018 (11) Apr 2019 (15) 3.94
-8.65% Sep 2000 Nov 2000 (3) Jan 2001 (5) 4.44
-6.79% Sep 1994 Jan 1995 (5) May 1995 (9) 3.97
-6.22% Oct 1997 Nov 1997 (2) Feb 1998 (5) 4.46
-5.26% Mar 1994 Jun 1994 (4) Aug 1994 (6) 3.50
-5.15% Mar 2005 Apr 2005 (2) Jul 2005 (5) 2.52

Drawdown comparison chart since January 1979.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Aggressive Global Income 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
-52.63% Nov 2007 Feb 2009 (16) Apr 2011 (42) 23.73
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-27.39% Mar 2000 Sep 2002 (31) Dec 2003 (46) 15.98
-25.26% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-24.70% Jan 2022 Sep 2022 (9) In progress (26) 11.81
-23.84% Jan 2020 Mar 2020 (3) Feb 2021 (14) 11.83
-21.87% Jan 1990 Sep 1990 (9) May 1991 (17) 10.79
-21.38% Sep 1987 Nov 1987 (3) Jan 1989 (17) 10.01
-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
-19.23% Jan 1990 Sep 1990 (9) May 1991 (17) 9.50
-18.06% Jan 2022 Sep 2022 (9) Dec 2023 (24) 7.09
-17.13% May 2011 Sep 2011 (5) Sep 2012 (17) 6.79
-15.46% May 1998 Aug 1998 (4) Jun 1999 (14) 7.15
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-13.63% May 2015 Jan 2016 (9) Jul 2016 (15) 7.95
-12.52% Feb 1980 Mar 1980 (2) Jul 1980 (6) 6.03
-12.10% Jun 2015 Feb 2016 (9) Jul 2016 (14) 6.28

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%
-0.21%
-0.95%
2023
+15.13%
-11.48%
+11.91%
-7.58%
2022
-15.37%
-24.70%
-8.43%
-18.06%
2021
+19.37%
-3.67%
+17.07%
-3.13%
2020
+6.40%
-27.54%
-1.13%
-23.84%
2019
+23.62%
-6.09%
+19.97%
-4.74%
2018
-11.86%
-15.11%
-8.07%
-9.93%
2017
+21.78%
-0.19%
+13.53%
-0.18%
2016
+12.36%
-6.13%
+18.29%
-3.34%
2015
-1.21%
-10.45%
-6.99%
-13.07%
2014
+3.86%
-4.78%
+3.96%
-4.21%
2013
+24.33%
-3.16%
+19.30%
-3.15%
2012
+18.52%
-9.57%
+12.95%
-7.73%
2011
-6.03%
-21.49%
+0.62%
-17.13%
2010
+17.95%
-12.96%
+14.37%
-10.71%
2009
+32.93%
-22.58%
+33.97%
-22.88%
2008
-39.47%
-43.68%
-34.21%
-38.73%
2007
+3.86%
-8.69%
+3.78%
-6.63%
2006
+25.26%
-4.59%
+21.69%
-3.86%
2005
+14.55%
-4.36%
+12.70%
-5.15%
2004
+24.50%
-4.95%
+16.76%
-2.82%
2003
+45.35%
-4.40%
+32.98%
-2.92%
2002
-8.70%
-19.82%
-7.54%
-18.13%
2001
-4.24%
-16.27%
-4.83%
-16.72%
2000
-0.62%
-8.65%
-0.62%
-14.41%
1999
+20.93%
-3.33%
+48.88%
-3.02%
1998
+4.55%
-20.46%
+8.84%
-15.46%
1997
+7.53%
-6.22%
+18.82%
-3.75%
1996
+14.79%
-4.92%
+13.71%
-4.27%
1995
+16.47%
-2.82%
+24.10%
-1.27%
1994
-2.37%
-7.70%
+2.10%
-5.06%
1993
+30.62%
-3.22%
+19.15%
-4.01%
1992
+7.12%
-3.87%
+3.24%
-3.34%
1991
+32.16%
-5.51%
+24.91%
-4.27%
1990
-15.66%
-21.87%
-13.87%
-19.23%
1989
+27.73%
-3.75%
+17.94%
-3.26%
1988
+25.20%
-2.71%
+21.28%
-3.17%
1987
+6.29%
-25.26%
+8.36%
-21.38%
1986
+33.82%
-4.97%
+32.40%
-3.91%
1985
+40.18%
-2.65%
+37.47%
-2.20%
1984
+7.34%
-6.12%
+6.06%
-6.93%
1983
+26.91%
-2.38%
+24.33%
-2.44%
1982
+9.42%
-16.41%
+20.53%
-7.77%
1981
-0.23%
-10.99%
+4.76%
-9.45%
1980
+24.58%
-12.52%
+21.29%
-11.49%
1979
+19.34%
-9.15%
+17.54%
-7.85%