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
| 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
| 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 |
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.
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.
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.
| 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% |
