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 Bill Bernstein Sheltered Sam 100/0 Portfolio obtained a 8.92% compound annual return, with a 15.16% standard deviation, in the last 30 Years.
Summary
| Paul Merriman Ultimate Buy and Hold Strategy Portfolio | Bill Bernstein Sheltered Sam 100/0 Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 97% |
| Fixed Income | 0% | 0% | |
| Commodities | 0% | 3% | |
| 30 Years Stats | Return | +8.17% | +8.92% |
| Std Dev | 15.60% | 15.16% | |
| Max Drawdown | -57.21% | -54.91% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1976
| 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 | +11.43 |
| Bill Bernstein Sheltered Sam 100/0 Portfolio | -2.79 | -2.65 | -3.60 | +6.07 | +8.14 | +8.92 | +11.93 |
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).
Bill Bernstein Sheltered Sam 100/0 Portfolio: an investment of 1000$, since June 1993, now would be worth 12981.11$, with a total return of 1198.11% (8.92% annualized).
Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since January 1976, now would be worth 169018.33$, with a total return of 16801.83% (11.43% annualized).
Bill Bernstein Sheltered Sam 100/0 Portfolio: an investment of 1000$, since January 1976, now would be worth 208986.77$, with a total return of 20798.68% (11.93% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Paul Merriman Ultimate Buy and Hold Strategy Portfolio |
Bill Bernstein Sheltered Sam 100/0 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -57.21% | Nov 2007 | Feb 2009 | |||
| -54.91% | Nov 2007 | Feb 2009 | |||
| -27.54% | Jan 2020 | Mar 2020 | |||
| -25.69% | Feb 2001 | Sep 2002 | |||
| -25.40% | Jan 2020 | Mar 2020 | |||
| -24.70% | Jan 2022 | Sep 2022 | |||
| -21.73% | Jan 2022 | Sep 2022 | |||
| -20.46% | Apr 1998 | Aug 1998 | |||
| -20.10% | Feb 2001 | Sep 2002 | |||
| -19.86% | May 1998 | Aug 1998 | |||
| -15.11% | Feb 2018 | Dec 2018 | |||
| -13.05% | Sep 2018 | Dec 2018 | |||
| -12.10% | Jun 2015 | Feb 2016 | |||
| -10.21% | Jun 2015 | Feb 2016 | |||
| -8.65% | Sep 2000 | Nov 2000 | |||
| -8.25% | Feb 1994 | Jan 1995 | |||
| -7.66% | Sep 2000 | Nov 2000 | |||
| -7.23% | Feb 1994 | Mar 1994 | |||
| -6.22% | Oct 1997 | Nov 1997 | |||
| -6.09% | Jun 2007 | Jul 2007 | |||
Drawdown comparison chart since January 1976.
Paul Merriman Ultimate Buy and Hold Strategy Portfolio |
Bill Bernstein Sheltered Sam 100/0 Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -57.21% | Nov 2007 | Feb 2009 | |||
| -54.91% | Nov 2007 | Feb 2009 | |||
| -27.54% | Jan 2020 | Mar 2020 | |||
| -25.69% | Feb 2001 | Sep 2002 | |||
| -25.44% | Sep 1987 | Nov 1987 | |||
| -25.40% | Jan 2020 | Mar 2020 | |||
| -25.26% | Sep 1987 | Nov 1987 | |||
| -24.70% | Jan 2022 | Sep 2022 | |||
| -21.87% | Jan 1990 | Sep 1990 | |||
| -21.73% | Jan 2022 | Sep 2022 | |||
| -20.46% | Apr 1998 | Aug 1998 | |||
| -20.10% | Feb 2001 | Sep 2002 | |||
| -19.86% | May 1998 | Aug 1998 | |||
| -19.82% | Jun 1981 | Jul 1982 | |||
| -17.87% | Jan 1990 | Sep 1990 | |||
| -15.11% | Feb 2018 | Dec 2018 | |||
| -14.00% | Jul 1981 | Jul 1982 | |||
| -13.05% | Sep 2018 | Dec 2018 | |||
| -12.52% | Feb 1980 | Mar 1980 | |||
| -12.26% | Feb 1980 | Mar 1980 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1976.
| Year | Paul Merriman Ultimate Buy and Hold Strategy Portfolio | Bill Bernstein Sheltered Sam 100/0 Portfolio |
|---|---|---|
| 2023 |
+1.57% | +1.39% |
| 2022 |
-15.37% | -12.59% |
| 2021 |
+19.37% | +23.26% |
| 2020 |
+6.40% | +7.92% |
| 2019 |
+23.62% | +25.10% |
| 2018 |
-11.86% | -8.54% |
| 2017 |
+21.78% | +18.07% |
| 2016 |
+12.36% | +14.96% |
| 2015 |
-1.21% | -2.58% |
| 2014 |
+3.86% | +8.93% |
| 2013 |
+24.33% | +25.60% |
| 2012 |
+18.52% | +16.72% |
| 2011 |
-6.03% | -1.94% |
| 2010 |
+17.95% | +18.03% |
| 2009 |
+32.93% | +28.40% |
| 2008 |
-39.47% | -36.97% |
| 2007 |
+3.86% | +2.63% |
| 2006 |
+25.26% | +22.83% |
| 2005 |
+14.55% | +11.09% |
| 2004 |
+24.50% | +19.02% |
| 2003 |
+45.35% | +37.23% |
| 2002 |
-8.70% | -13.43% |
| 2001 |
-4.24% | -5.06% |
| 2000 |
-0.62% | +2.19% |
| 1999 |
+20.93% | +17.38% |
| 1998 |
+4.55% | +8.80% |
| 1997 |
+7.53% | +20.21% |
| 1996 |
+14.79% | +19.51% |
| 1995 |
+16.47% | +25.90% |
| 1994 |
-2.37% | -1.11% |
| 1993 |
+30.62% | +25.63% |
| 1992 |
+7.12% | +9.73% |
| 1991 |
+32.16% | +31.84% |
| 1990 |
-15.66% | -11.83% |
| 1989 |
+27.73% | +26.34% |
| 1988 |
+25.20% | +20.88% |
| 1987 |
+6.29% | +3.74% |
| 1986 |
+33.82% | +26.09% |
| 1985 |
+40.18% | +35.09% |
| 1984 |
+7.34% | +7.75% |
| 1983 |
+26.91% | +26.03% |
| 1982 |
+9.42% | +18.67% |
| 1981 |
-0.23% | -0.04% |
| 1980 |
+24.58% | +28.25% |
| 1979 |
+19.34% | +25.49% |
| 1978 |
+21.17% | +14.91% |
| 1977 |
+13.48% | +7.35% |
| 1976 |
+22.54% | +29.03% |
