Paul Merriman Ultimate Buy and Hold Strategy vs Bill Bernstein Sheltered Sam 90/10 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 Bill Bernstein Sheltered Sam 90/10 Portfolio obtained a 8.55% compound annual return, with a 13.61% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio Bill Bernstein Sheltered Sam 90/10 Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 87.3%
Fixed Income 0% 10%
Commodities 0% 2.7%
30 Years Stats Return +8.17% +8.55%
Std Dev 15.60% 13.61%
Max Drawdown -57.21% -50.12%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

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 -3.43 -1.87 -4.73 +3.48 +6.63 +8.17 +10.44
Bill Bernstein Sheltered Sam 90/10 Portfolio -2.60 -2.27 -3.47 +5.67 +7.48 +8.55 +10.33
(*) 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).

Bill Bernstein Sheltered Sam 90/10 Portfolio: an investment of 1000$, since June 1993, now would be worth 11717.75$, with a total return of 1071.77% (8.55% annualized).

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since January 1985, now would be worth 45368.05$, with a total return of 4436.80% (10.44% annualized).

Bill Bernstein Sheltered Sam 90/10 Portfolio: an investment of 1000$, since January 1985, now would be worth 43686.85$, with a total return of 4268.68% (10.33% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Bill Bernstein Sheltered Sam 90/10 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.21% Nov 2007 Feb 2009
-50.12% Nov 2007 Feb 2009
-27.54% Jan 2020 Mar 2020
-24.70% Jan 2022 Sep 2022
-22.65% Jan 2020 Mar 2020
-21.79% Feb 2001 Sep 2002
-20.46% Apr 1998 Aug 1998
-20.42% Jan 2022 Sep 2022
-20.10% Feb 2001 Sep 2002
-17.83% May 2011 Sep 2011
-17.68% May 1998 Aug 1998
-15.11% Feb 2018 Dec 2018
-12.10% Jun 2015 Feb 2016
-11.79% Sep 2018 Dec 2018
-9.22% Jun 2015 Jan 2016
-8.65% Sep 2000 Nov 2000
-8.25% Feb 1994 Jan 1995
-7.26% Apr 2012 May 2012
-6.92% Feb 1994 Mar 1994
-6.55% Sep 2000 Nov 2000

Drawdown comparison chart since January 1985.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Bill Bernstein Sheltered Sam 90/10 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.21% Nov 2007 Feb 2009
-50.12% Nov 2007 Feb 2009
-27.54% Jan 2020 Mar 2020
-25.26% Sep 1987 Nov 1987
-24.70% Jan 2022 Sep 2022
-23.28% Sep 1987 Nov 1987
-22.65% Jan 2020 Mar 2020
-21.87% Jan 1990 Sep 1990
-21.79% Feb 2001 Sep 2002
-20.46% Apr 1998 Aug 1998
-20.42% Jan 2022 Sep 2022
-20.10% Feb 2001 Sep 2002
-17.83% May 2011 Sep 2011
-17.68% May 1998 Aug 1998
-15.69% Jan 1990 Sep 1990
-15.11% Feb 2018 Dec 2018
-12.10% Jun 2015 Feb 2016
-11.79% Sep 2018 Dec 2018
-9.22% Jun 2015 Jan 2016
-8.65% Sep 2000 Nov 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Paul Merriman Ultimate Buy and Hold Strategy Portfolio Bill Bernstein Sheltered Sam 90/10 Portfolio
2023
+1.57% +1.40%
2022
-15.37% -12.09%
2021
+19.37% +21.12%
2020
+6.40% +7.74%
2019
+23.62% +23.13%
2018
-11.86% -7.66%
2017
+21.78% +16.40%
2016
+12.36% +13.70%
2015
-1.21% -2.36%
2014
+3.86% +8.20%
2013
+24.33% +22.71%
2012
+18.52% +15.32%
2011
-6.03% -1.13%
2010
+17.95% +16.61%
2009
+32.93% +25.94%
2008
-39.47% -32.87%
2007
+3.86% +3.28%
2006
+25.26% +20.79%
2005
+14.55% +10.17%
2004
+24.50% +17.49%
2003
+45.35% +33.96%
2002
-8.70% -10.94%
2001
-4.24% -3.78%
2000
-0.62% +3.21%
1999
+20.93% +15.58%
1998
+4.55% +8.73%
1997
+7.53% +19.08%
1996
+14.79% +17.88%
1995
+16.47% +24.96%
1994
-2.37% -1.28%
1993
+30.62% +24.08%
1992
+7.12% +9.51%
1991
+32.16% +30.09%
1990
-15.66% -9.73%
1989
+27.73% +25.02%
1988
+25.20% +19.40%
1987
+6.29% +3.64%
1986
+33.82% +24.84%
1985
+40.18% +33.45%