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 80/20 Momentum Portfolio obtained a 10.63% compound annual return, with a 12.22% standard deviation, in the last 30 Years.
Summary
| Paul Merriman Ultimate Buy and Hold Strategy Portfolio | Stocks/Bonds 80/20 Momentum Portfolio | ||
|---|---|---|---|
| Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 80% |
| Fixed Income | 0% | 20% | |
| Commodities | 0% | 0% | |
| 30 Years Stats | Return | +8.17% | +10.63% |
| Std Dev | 15.60% | 12.22% | |
| Max Drawdown | -57.21% | -43.61% | |
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 80/20 Momentum Portfolio | -4.06 | -7.92 | -4.64 | +4.77 | +9.51 | +10.63 | +12.11 |
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 80/20 Momentum Portfolio: an investment of 1000$, since June 1993, now would be worth 20712.10$, with a total return of 1971.21% (10.63% 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 80/20 Momentum Portfolio: an investment of 1000$, since January 1982, now would be worth 113642.58$, with a total return of 11264.26% (12.11% annualized).
Drawdowns
Drawdown comparison chart since May 1993.
Paul Merriman Ultimate Buy and Hold Strategy Portfolio |
Stocks/Bonds 80/20 Momentum Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -57.21% | Nov 2007 | Feb 2009 | |||
| -43.61% | Nov 2007 | Feb 2009 | |||
| -32.75% | Sep 2000 | Sep 2002 | |||
| -27.54% | Jan 2020 | Mar 2020 | |||
| -27.23% | Nov 2021 | Sep 2022 | |||
| -24.70% | Jan 2022 | Sep 2022 | |||
| -20.46% | Apr 1998 | Aug 1998 | |||
| -20.10% | Feb 2001 | Sep 2002 | |||
| -15.11% | Feb 2018 | Dec 2018 | |||
| -14.33% | Feb 2020 | Mar 2020 | |||
| -12.46% | Oct 2018 | Dec 2018 | |||
| -12.10% | Jun 2015 | Feb 2016 | |||
| -9.24% | Aug 1998 | Aug 1998 | |||
| -8.65% | Sep 2000 | Nov 2000 | |||
| -8.25% | Feb 1994 | Jan 1995 | |||
| -6.80% | Feb 1994 | Jun 1994 | |||
| -6.55% | Sep 2020 | Oct 2020 | |||
| -6.22% | Aug 2015 | Sep 2015 | |||
| -6.22% | Oct 1997 | Nov 1997 | |||
| -5.19% | Apr 2012 | May 2012 | |||
Drawdown comparison chart since January 1982.
Paul Merriman Ultimate Buy and Hold Strategy Portfolio |
Stocks/Bonds 80/20 Momentum Portfolio |
||||
|---|---|---|---|---|---|
| Drawdown | Start | Bottom | Drawdown | Start | Bottom |
| -57.21% | Nov 2007 | Feb 2009 | |||
| -43.61% | Nov 2007 | Feb 2009 | |||
| -32.75% | Sep 2000 | Sep 2002 | |||
| -27.54% | Jan 2020 | Mar 2020 | |||
| -27.23% | Nov 2021 | Sep 2022 | |||
| -25.63% | Sep 1987 | Nov 1987 | |||
| -25.26% | Sep 1987 | Nov 1987 | |||
| -24.70% | Jan 2022 | Sep 2022 | |||
| -21.87% | Jan 1990 | Sep 1990 | |||
| -20.46% | Apr 1998 | Aug 1998 | |||
| -20.10% | Feb 2001 | Sep 2002 | |||
| -16.41% | Jan 1982 | Jul 1982 | |||
| -15.11% | Feb 2018 | Dec 2018 | |||
| -14.33% | Feb 2020 | Mar 2020 | |||
| -12.46% | Oct 2018 | Dec 2018 | |||
| -12.10% | Jun 2015 | Feb 2016 | |||
| -10.02% | Aug 1990 | Sep 1990 | |||
| -9.41% | Jul 1983 | May 1984 | |||
| -9.24% | Aug 1998 | Aug 1998 | |||
| -8.65% | Sep 2000 | Nov 2000 | |||
Yearly Returns
Yearly return comparison. Common historical serie start from January 1982.
| Year | Paul Merriman Ultimate Buy and Hold Strategy Portfolio | Stocks/Bonds 80/20 Momentum Portfolio |
|---|---|---|
| 2023 |
+1.57% | -4.79% |
| 2022 |
-15.37% | -17.23% |
| 2021 |
+19.37% | +10.32% |
| 2020 |
+6.40% | +25.42% |
| 2019 |
+23.62% | +23.57% |
| 2018 |
-11.86% | -1.35% |
| 2017 |
+21.78% | +30.71% |
| 2016 |
+12.36% | +4.51% |
| 2015 |
-1.21% | +7.25% |
| 2014 |
+3.86% | +12.86% |
| 2013 |
+24.33% | +27.24% |
| 2012 |
+18.52% | +12.58% |
| 2011 |
-6.03% | +6.33% |
| 2010 |
+17.95% | +15.66% |
| 2009 |
+32.93% | +14.68% |
| 2008 |
-39.47% | -31.40% |
| 2007 |
+3.86% | +15.50% |
| 2006 |
+25.26% | +9.30% |
| 2005 |
+14.55% | +15.79% |
| 2004 |
+24.50% | +14.21% |
| 2003 |
+45.35% | +21.59% |
| 2002 |
-8.70% | -8.17% |
| 2001 |
-4.24% | -12.19% |
| 2000 |
-0.62% | -5.41% |
| 1999 |
+20.93% | +32.18% |
| 1998 |
+4.55% | +40.72% |
| 1997 |
+7.53% | +31.37% |
| 1996 |
+14.79% | +24.58% |
| 1995 |
+16.47% | +37.49% |
| 1994 |
-2.37% | -1.40% |
| 1993 |
+30.62% | +12.52% |
| 1992 |
+7.12% | +4.88% |
| 1991 |
+32.16% | +32.57% |
| 1990 |
-15.66% | +2.93% |
| 1989 |
+27.73% | +36.94% |
| 1988 |
+25.20% | +7.13% |
| 1987 |
+6.29% | +2.18% |
| 1986 |
+33.82% | +21.18% |
| 1985 |
+40.18% | +30.36% |
| 1984 |
+7.34% | +2.34% |
| 1983 |
+26.91% | +14.60% |
| 1982 |
+9.42% | +30.58% |
