Paul Merriman Ultimate Buy and Hold Strategy vs Technology 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 Technology Portfolio obtained a 13.50% compound annual return, with a 23.92% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio Technology Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +8.17% +13.50%
Std Dev 15.60% 23.92%
Max Drawdown -57.21% -81.08%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from November 1985

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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 +10.00
Technology Portfolio +7.88 +19.09 +13.74 +16.19 +17.93 +13.50 +14.10
(*) 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).

Technology Portfolio: an investment of 1000$, since June 1993, now would be worth 44687.32$, with a total return of 4368.73% (13.50% annualized).

Paul Merriman Ultimate Buy and Hold Strategy Portfolio: an investment of 1000$, since November 1985, now would be worth 35978.27$, with a total return of 3497.83% (10.00% annualized).

Technology Portfolio: an investment of 1000$, since November 1985, now would be worth 142447.67$, with a total return of 14144.77% (14.10% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-57.21% Nov 2007 Feb 2009
-32.58% Jan 2022 Dec 2022
-27.54% Jan 2020 Mar 2020
-24.70% Jan 2022 Sep 2022
-20.46% Apr 1998 Aug 1998
-20.10% Feb 2001 Sep 2002
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.11% Feb 2018 Dec 2018
-13.51% Feb 1997 Mar 1997
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.10% Jun 2015 Feb 2016
-10.50% Aug 1997 Dec 1997
-9.82% Dec 2015 Feb 2016
-9.49% Feb 1999 Feb 1999
-8.88% Aug 2015 Sep 2015
-8.65% Sep 2020 Oct 2020
-8.65% Sep 2000 Nov 2000

Drawdown comparison chart since November 1985.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Technology Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-81.08% Apr 2000 Sep 2002
-57.21% Nov 2007 Feb 2009
-34.57% Sep 1987 Nov 1987
-32.58% Jan 2022 Dec 2022
-27.64% Jul 1990 Oct 1990
-27.54% Jan 2020 Mar 2020
-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
-17.20% Aug 1998 Aug 1998
-16.96% Sep 2018 Dec 2018
-15.73% Jun 1986 Sep 1986
-15.11% Feb 2018 Dec 2018
-13.51% Feb 1997 Mar 1997
-13.48% Mar 1992 Aug 1992
-12.97% Feb 1994 Jun 1994
-12.90% Feb 2020 Mar 2020
-12.10% Jun 2015 Feb 2016

Yearly Returns

Yearly return comparison. Common historical serie start from November 1985.

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Year Paul Merriman Ultimate Buy and Hold Strategy Portfolio Technology Portfolio
2023
+1.57% +30.89%
2022
-15.37% -32.58%
2021
+19.37% +27.42%
2020
+6.40% +48.40%
2019
+23.62% +38.96%
2018
-11.86% -0.12%
2017
+21.78% +32.66%
2016
+12.36% +7.10%
2015
-1.21% +9.45%
2014
+3.86% +19.18%
2013
+24.33% +36.63%
2012
+18.52% +18.12%
2011
-6.03% +3.47%
2010
+17.95% +20.14%
2009
+32.93% +54.68%
2008
-39.47% -41.73%
2007
+3.86% +19.02%
2006
+25.26% +7.14%
2005
+14.55% +1.57%
2004
+24.50% +10.54%
2003
+45.35% +49.67%
2002
-8.70% -37.37%
2001
-4.24% -33.34%
2000
-0.62% -36.11%
1999
+20.93% +101.95%
1998
+4.55% +85.30%
1997
+7.53% +20.63%
1996
+14.79% +42.54%
1995
+16.47% +42.54%
1994
-2.37% +1.50%
1993
+30.62% +10.58%
1992
+7.12% +8.86%
1991
+32.16% +64.99%
1990
-15.66% -10.41%
1989
+27.73% +26.17%
1988
+25.20% +13.54%
1987
+6.29% +10.50%
1986
+33.82% +6.89%