Paul Merriman Ultimate Buy and Hold Strategy vs Betterment Robo Advisor 100 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 Betterment Robo Advisor 100 Portfolio obtained a 8.18% compound annual return, with a 15.73% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio Betterment Robo Advisor 100 Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +8.17% +8.18%
Std Dev 15.60% 15.73%
Max Drawdown -57.21% -54.55%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1976

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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 +11.43
Betterment Robo Advisor 100 Portfolio -2.29 +0.21 -1.11 +5.70 +7.68 +8.18 +10.99
(*) 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).

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since June 1993, now would be worth 10588.97$, with a total return of 958.90% (8.18% 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).

Betterment Robo Advisor 100 Portfolio: an investment of 1000$, since January 1976, now would be worth 140117.62$, with a total return of 13911.76% (10.99% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Betterment Robo Advisor 100 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.21% Nov 2007 Feb 2009
-54.55% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-27.54% Jan 2020 Mar 2020
-24.70% Jan 2022 Sep 2022
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-20.46% Apr 1998 Aug 1998
-20.12% May 1998 Aug 1998
-20.10% Feb 2001 Sep 2002
-15.11% Feb 2018 Dec 2018
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-12.10% Jun 2015 Feb 2016
-8.65% Sep 2000 Nov 2000
-8.30% Feb 1994 Mar 1994
-8.25% Feb 1994 Jan 1995
-6.42% Aug 1997 Oct 1997
-6.22% Oct 1997 Nov 1997
-5.24% Jun 1996 Jul 1996

Drawdown comparison chart since January 1976.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Betterment Robo Advisor 100 Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.21% Nov 2007 Feb 2009
-54.55% Nov 2007 Feb 2009
-37.03% Apr 2000 Sep 2002
-27.54% Jan 2020 Mar 2020
-25.46% Sep 1987 Nov 1987
-25.26% Sep 1987 Nov 1987
-24.70% Jan 2022 Sep 2022
-24.17% Jan 2022 Sep 2022
-24.14% Jan 2020 Mar 2020
-23.14% Dec 1980 Jul 1982
-21.87% Jan 1990 Sep 1990
-20.93% Jan 1990 Sep 1990
-20.46% Apr 1998 Aug 1998
-20.12% May 1998 Aug 1998
-20.10% Feb 2001 Sep 2002
-19.82% Jun 1981 Jul 1982
-15.11% Feb 2018 Dec 2018
-14.58% Feb 2018 Dec 2018
-13.71% Jun 2015 Feb 2016
-12.52% Feb 1980 Mar 1980

Yearly Returns

Yearly return comparison. Common historical serie start from January 1976.

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Year Paul Merriman Ultimate Buy and Hold Strategy Portfolio Betterment Robo Advisor 100 Portfolio
2023
+1.57% +4.36%
2022
-15.37% -15.26%
2021
+19.37% +18.02%
2020
+6.40% +12.47%
2019
+23.62% +25.35%
2018
-11.86% -10.13%
2017
+21.78% +23.37%
2016
+12.36% +11.17%
2015
-1.21% -3.25%
2014
+3.86% +4.80%
2013
+24.33% +25.26%
2012
+18.52% +17.46%
2011
-6.03% -5.87%
2010
+17.95% +15.28%
2009
+32.93% +33.82%
2008
-39.47% -39.26%
2007
+3.86% +8.88%
2006
+25.26% +21.56%
2005
+14.55% +12.96%
2004
+24.50% +18.09%
2003
+45.35% +38.64%
2002
-8.70% -16.20%
2001
-4.24% -10.62%
2000
-0.62% -8.25%
1999
+20.93% +29.44%
1998
+4.55% +11.29%
1997
+7.53% +15.46%
1996
+14.79% +15.79%
1995
+16.47% +21.40%
1994
-2.37% -0.71%
1993
+30.62% +31.23%
1992
+7.12% +2.17%
1991
+32.16% +38.61%
1990
-15.66% -12.28%
1989
+27.73% +33.54%
1988
+25.20% +24.10%
1987
+6.29% +2.12%
1986
+33.82% +28.15%
1985
+40.18% +38.11%
1984
+7.34% +6.89%
1983
+26.91% +23.93%
1982
+9.42% +8.68%
1981
-0.23% -3.48%
1980
+24.58% +24.52%
1979
+19.34% +19.37%
1978
+21.17% +16.43%
1977
+13.48% +5.87%
1976
+22.54% +20.93%