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
| 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
| 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 |
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.
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.
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.
| 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% |
