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 Stocks/Bonds 60/40 Momentum Portfolio obtained a 9.28% compound annual return, with a 9.43% standard deviation, in the last 30 Years.
Summary
| Paul Merriman Ultimate Buy and Hold Strategy Portfolio | Stocks/Bonds 60/40 Momentum Portfolio | ||
|---|---|---|---|
| Risk | Very High | High | |
| Asset Allocation | Stocks | 100% | 60% |
| Fixed Income | 0% | 40% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.17% | +9.28% |
| Std Dev | 15.60% | 9.43% | |
| Max Drawdown | -57.21% | -32.52% | |
Last Update: 31 May 2023
Historical Returns as of May 31, 2023
Comparison period starts from January 1982
| 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 | +10.71 |
| Stocks/Bonds 60/40 Momentum Portfolio | -3.31 | -5.57 | -4.10 | +3.87 | +7.58 | +9.28 | +10.91 |
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).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1000$, since June 1993, now would be worth 14339.34$, with a total return of 1333.93% (9.28% annualized).
Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since January 1982, now would be worth 67623.87$, with a total return of 6662.39% (10.71% annualized).
Stocks/Bonds 60/40 Momentum Portfolio: an investment of 1000$, since January 1982, now would be worth 72812.54$, with a total return of 7181.25% (10.91% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Paul Merriman Ultimate Buy and Hold Strategy Portfolio |
Stocks/Bonds 60/40 Momentum Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -57.21% | Nov 2007 | Feb 2009 | |||
| -32.52% | Nov 2007 | Feb 2009 | |||
| -27.54% | Jan 2020 | Mar 2020 | |||
| -24.70% | Jan 2022 | Sep 2022 | |||
| -24.21% | Nov 2021 | Sep 2022 | |||
| -21.14% | Sep 2000 | Sep 2002 | |||
| -20.46% | Apr 1998 | Aug 1998 | |||
| -20.10% | Feb 2001 | Sep 2002 | |||
| -15.11% | Feb 2018 | Dec 2018 | |||
| -12.10% | Jun 2015 | Feb 2016 | |||
| -10.73% | Feb 2020 | Mar 2020 | |||
| -9.29% | Oct 2018 | Dec 2018 | |||
| -8.65% | Sep 2000 | Nov 2000 | |||
| -8.25% | Feb 1994 | Jan 1995 | |||
| -7.14% | May 2011 | Sep 2011 | |||
| -6.78% | Aug 1998 | Aug 1998 | |||
| -6.35% | Feb 1994 | Jun 1994 | |||
| -6.22% | Oct 1997 | Nov 1997 | |||
| -5.20% | Sep 2020 | Oct 2020 | |||
| -4.95% | Apr 2004 | Apr 2004 | |||
Drawdown comparison chart since January 1982.
Paul Merriman Ultimate Buy and Hold Strategy Portfolio |
Stocks/Bonds 60/40 Momentum Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -57.21% | Nov 2007 | Feb 2009 | |||
| -32.52% | Nov 2007 | Feb 2009 | |||
| -27.54% | Jan 2020 | Mar 2020 | |||
| -25.26% | Sep 1987 | Nov 1987 | |||
| -24.70% | Jan 2022 | Sep 2022 | |||
| -24.21% | Nov 2021 | Sep 2022 | |||
| -21.87% | Jan 1990 | Sep 1990 | |||
| -21.14% | Sep 2000 | Sep 2002 | |||
| -20.46% | Apr 1998 | Aug 1998 | |||
| -20.10% | Feb 2001 | Sep 2002 | |||
| -20.08% | Sep 1987 | Nov 1987 | |||
| -16.41% | Jan 1982 | Jul 1982 | |||
| -15.11% | Feb 2018 | Dec 2018 | |||
| -12.10% | Jun 2015 | Feb 2016 | |||
| -10.73% | Feb 2020 | Mar 2020 | |||
| -9.29% | Oct 2018 | Dec 2018 | |||
| -8.65% | Sep 2000 | Nov 2000 | |||
| -8.25% | Feb 1994 | Jan 1995 | |||
| -7.66% | Aug 1990 | Sep 1990 | |||
| -7.54% | Dec 1983 | May 1984 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1982.
| Year | Paul Merriman Ultimate Buy and Hold Strategy Portfolio | Stocks/Bonds 60/40 Momentum Portfolio |
|---|---|---|
| 2023 |
+1.57% | -2.99% |
| 2022 |
-15.37% | -16.20% |
| 2021 |
+19.37% | +7.27% |
| 2020 |
+6.40% | +20.99% |
| 2019 |
+23.62% | +19.89% |
| 2018 |
-11.86% | -1.04% |
| 2017 |
+21.78% | +23.93% |
| 2016 |
+12.36% | +4.01% |
| 2015 |
-1.21% | +5.58% |
| 2014 |
+3.86% | +11.10% |
| 2013 |
+24.33% | +19.91% |
| 2012 |
+18.52% | +10.22% |
| 2011 |
-6.03% | +6.73% |
| 2010 |
+17.95% | +13.29% |
| 2009 |
+32.93% | +11.92% |
| 2008 |
-39.47% | -21.83% |
| 2007 |
+3.86% | +13.35% |
| 2006 |
+25.26% | +8.04% |
| 2005 |
+14.55% | +12.44% |
| 2004 |
+24.50% | +11.72% |
| 2003 |
+45.35% | +17.18% |
| 2002 |
-8.70% | -4.07% |
| 2001 |
-4.24% | -7.04% |
| 2000 |
-0.62% | -1.21% |
| 1999 |
+20.93% | +23.95% |
| 1998 |
+4.55% | +32.69% |
| 1997 |
+7.53% | +25.89% |
| 1996 |
+14.79% | +19.33% |
| 1995 |
+16.47% | +32.67% |
| 1994 |
-2.37% | -1.72% |
| 1993 |
+30.62% | +11.81% |
| 1992 |
+7.12% | +5.45% |
| 1991 |
+32.16% | +28.24% |
| 1990 |
-15.66% | +4.36% |
| 1989 |
+27.73% | +31.11% |
| 1988 |
+25.20% | +7.18% |
| 1987 |
+6.29% | +2.02% |
| 1986 |
+33.82% | +19.66% |
| 1985 |
+40.18% | +28.33% |
| 1984 |
+7.34% | +5.51% |
| 1983 |
+26.91% | +12.26% |
| 1982 |
+9.42% | +30.72% |
