Paul Merriman Ultimate Buy and Hold Strategy vs Stocks/Bonds 80/20 Portfolio Comparison

Last Update: 29 February 2024

The Paul Merriman Ultimate Buy and Hold Strategy Portfolio obtained a 8.05% compound annual return, with a 15.74% standard deviation, in the last 30 Years.

The Stocks/Bonds 80/20 Portfolio obtained a 9.29% compound annual return, with a 12.51% standard deviation, in the last 30 Years.

Summary

Swipe left to see all data
Paul Merriman Ultimate Buy and Hold Strategy Portfolio Stocks/Bonds 80/20 Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
30 Years Stats Return +8.05% +9.29%
Std Dev 15.74% 12.51%
Max Drawdown -57.21% -41.09%
All time Stats
(Since Jan 1976)
Return +11.54% +10.84%
Std Dev 15.41% 12.65%
Max Drawdown -57.21% -41.09%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

Swipe left to see all data
1M 6M 1Y 5Y 10Y 30Y MAX
Paul Merriman Ultimate Buy and Hold Strategy Portfolio +2.70 +7.40 +10.23 +6.64 +6.47 +8.05 +11.54
Stocks/Bonds 80/20 Portfolio +3.98 +11.46 +23.48 +11.27 +9.93 +9.29 +10.84
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1$, since March 1994, now would be worth 10.19$, with a total return of 919.13% (8.05% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1$, since March 1994, now would be worth 14.38$, with a total return of 1337.99% (9.29% annualized).

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1$, since January 1976, now would be worth 192.25$, with a total return of 19125.33% (11.54% annualized).

Stocks/Bonds 80/20 Portfolio: an investment of 1$, since January 1976, now would be worth 142.20$, with a total return of 14119.79% (10.84% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

Swipe left to see all data
Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.21% Nov 2007 Feb 2009 (16) Jan 2013 (63) 25.06
-41.09% Nov 2007 Feb 2009 (16) Jan 2011 (39) 19.37
-33.33% Sep 2000 Sep 2002 (25) Jul 2005 (59) 17.37
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-24.70% Jan 2022 Sep 2022 (9) In progress (26) 11.81
-22.75% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.23
-20.46% Apr 1998 Aug 1998 (5) Apr 1999 (13) 9.79
-20.10% Feb 2001 Sep 2002 (20) Jul 2003 (30) 11.01
-16.53% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.42
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-13.95% Jul 1998 Aug 1998 (2) Nov 1998 (5) 7.01
-13.35% May 2011 Sep 2011 (5) Feb 2012 (10) 5.69
-12.10% Jun 2015 Feb 2016 (9) Jul 2016 (14) 6.28
-11.32% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.24
-8.65% Sep 2000 Nov 2000 (3) Jan 2001 (5) 4.44
-7.05% Jun 2015 Sep 2015 (4) May 2016 (12) 3.70
-6.90% Apr 2000 May 2000 (2) Aug 2000 (5) 4.02
-6.79% Sep 1994 Jan 1995 (5) May 1995 (9) 3.97
-6.22% Oct 1997 Nov 1997 (2) Feb 1998 (5) 4.46
-5.26% Mar 1994 Jun 1994 (4) Aug 1994 (6) 3.50

Drawdown comparison chart since January 1976.

Swipe left to see all data
Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Stocks/Bonds 80/20 Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-57.21% Nov 2007 Feb 2009 (16) Jan 2013 (63) 25.06
-41.09% Nov 2007 Feb 2009 (16) Jan 2011 (39) 19.37
-33.33% Sep 2000 Sep 2002 (25) Jul 2005 (59) 17.37
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-25.26% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-24.70% Jan 2022 Sep 2022 (9) In progress (26) 11.81
-24.55% Sep 1987 Nov 1987 (3) Apr 1989 (20) 12.14
-22.75% Jan 2022 Sep 2022 (9) Jan 2024 (25) 12.23
-21.87% Jan 1990 Sep 1990 (9) May 1991 (17) 10.79
-20.46% Apr 1998 Aug 1998 (5) Apr 1999 (13) 9.79
-20.10% Feb 2001 Sep 2002 (20) Jul 2003 (30) 11.01
-19.82% Jun 1981 Jul 1982 (14) Nov 1982 (18) 9.77
-16.53% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.42
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-13.95% Jul 1998 Aug 1998 (2) Nov 1998 (5) 7.01
-13.35% May 2011 Sep 2011 (5) Feb 2012 (10) 5.69
-12.52% Feb 1980 Mar 1980 (2) Jul 1980 (6) 6.03
-12.23% Jun 1990 Oct 1990 (5) Feb 1991 (9) 6.59
-12.10% Jun 2015 Feb 2016 (9) Jul 2016 (14) 6.28
-11.51% Dec 1980 Sep 1981 (10) Sep 1982 (22) 6.11

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
+0.35%
-2.29%
+4.87%
0.00%
2023
+15.13%
-11.48%
+21.92%
-8.31%
2022
-15.37%
-24.70%
-18.23%
-22.75%
2021
+19.37%
-3.67%
+20.16%
-3.88%
2020
+6.40%
-27.54%
+18.36%
-16.53%
2019
+23.62%
-6.09%
+26.30%
-4.97%
2018
-11.86%
-15.11%
-4.19%
-11.32%
2017
+21.78%
-0.19%
+17.68%
0.00%
2016
+12.36%
-6.13%
+10.77%
-4.34%
2015
-1.21%
-10.45%
+0.40%
-7.05%
2014
+3.86%
-4.78%
+11.20%
-2.23%
2013
+24.33%
-3.16%
+26.34%
-2.66%
2012
+18.52%
-9.57%
+13.79%
-5.21%
2011
-6.03%
-21.49%
+2.36%
-13.35%
2010
+17.95%
-12.96%
+15.18%
-10.23%
2009
+32.93%
-22.58%
+23.84%
-14.71%
2008
-39.47%
-43.68%
-28.21%
-30.13%
2007
+3.86%
-8.69%
+5.68%
-4.17%
2006
+25.26%
-4.59%
+13.41%
-2.63%
2005
+14.55%
-4.36%
+5.53%
-3.41%
2004
+24.50%
-4.95%
+11.08%
-2.95%
2003
+45.35%
-4.40%
+25.40%
-3.13%
2002
-8.70%
-19.82%
-14.73%
-20.47%
2001
-4.24%
-16.27%
-7.09%
-17.69%
2000
-0.62%
-8.65%
-6.18%
-12.05%
1999
+20.93%
-3.33%
+18.90%
-5.12%
1998
+4.55%
-20.46%
+20.33%
-13.95%
1997
+7.53%
-6.22%
+26.68%
-3.85%
1996
+14.79%
-4.92%
+17.49%
-4.78%
1995
+16.47%
-2.82%
+32.26%
-0.70%
1994
-2.37%
-7.70%
-0.67%
-6.95%
1993
+30.62%
-3.22%
+10.44%
-2.06%
1992
+7.12%
-3.87%
+8.71%
-2.02%
1991
+32.16%
-5.51%
+28.96%
-3.69%
1990
-15.66%
-21.87%
-3.13%
-12.23%
1989
+27.73%
-3.75%
+25.22%
-2.00%
1988
+25.20%
-2.71%
+15.32%
-2.84%
1987
+6.29%
-25.26%
+2.40%
-24.55%
1986
+33.82%
-4.97%
+14.68%
-6.76%
1985
+40.18%
-2.65%
+29.47%
-3.45%
1984
+7.34%
-6.12%
+4.75%
-7.80%
1983
+26.91%
-2.38%
+19.17%
-3.09%
1982
+9.42%
-16.41%
+22.62%
-7.08%
1981
-0.23%
-10.99%
-1.44%
-10.81%
1980
+24.58%
-12.52%
+27.10%
-10.71%
1979
+19.34%
-9.15%
+20.47%
-6.94%
1978
+21.17%
-9.46%
+6.99%
-9.83%
1977
+13.48%
-1.92%
-2.48%
-6.59%
1976
+22.54%
-3.46%
+23.93%
-1.62%