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
| 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
| 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 |
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.
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.
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.
| 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% |
