Paul Merriman Ultimate Buy and Hold Strategy vs US Stocks Momentum 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 US Stocks Momentum Portfolio obtained a 11.80% compound annual return, with a 15.15% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio US Stocks Momentum Portfolio
Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
30 Years Stats Return +8.17% +11.80%
Std Dev 15.60% 15.15%
Max Drawdown -57.21% -53.85%

Last Update: 31 May 2023

Historical Returns as of May 31, 2023

Comparison period starts from January 1982

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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 +10.71
US Stocks Momentum Portfolio -4.83 -10.25 -5.15 +5.61 +11.37 +11.80 +13.16
(*) 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).

US Stocks Momentum Portfolio: an investment of 1000$, since June 1993, now would be worth 28357.86$, with a total return of 2735.79% (11.80% 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).

US Stocks Momentum Portfolio: an investment of 1000$, since January 1982, now would be worth 167305.27$, with a total return of 16630.53% (13.16% annualized).

Drawdowns

Drawdown comparison chart since May 1993.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
US Stocks Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.21% Nov 2007 Feb 2009
-53.85% Nov 2007 Feb 2009
-43.19% Sep 2000 Sep 2002
-30.16% Nov 2021 Sep 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
-17.90% Feb 2020 Mar 2020
-15.44% Oct 2018 Dec 2018
-15.11% Feb 2018 Dec 2018
-12.10% Jun 2015 Feb 2016
-11.51% Aug 1998 Aug 1998
-8.65% Sep 2000 Nov 2000
-8.25% Feb 1994 Jan 1995
-7.82% Sep 2020 Oct 2020
-7.78% Aug 2015 Sep 2015
-7.23% Feb 1994 Jun 1994
-6.40% Jan 2000 Feb 2000
-6.22% Oct 1997 Nov 1997

Drawdown comparison chart since January 1982.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
US Stocks Momentum Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-57.21% Nov 2007 Feb 2009
-53.85% Nov 2007 Feb 2009
-43.19% Sep 2000 Sep 2002
-30.55% Sep 1987 Nov 1987
-30.16% Nov 2021 Sep 2022
-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
-17.90% Feb 2020 Mar 2020
-16.41% Jan 1982 Jul 1982
-15.44% Oct 2018 Dec 2018
-15.11% Feb 2018 Dec 2018
-12.56% Jun 1990 Sep 1990
-12.10% Jun 2015 Feb 2016
-12.00% Jul 1983 Jul 1984
-11.51% Aug 1998 Aug 1998
-8.65% Sep 2000 Nov 2000

Yearly Returns

Yearly return comparison. Common historical serie start from January 1982.

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Year Paul Merriman Ultimate Buy and Hold Strategy Portfolio US Stocks Momentum Portfolio
2023
+1.57% -6.59%
2022
-15.37% -18.26%
2021
+19.37% +13.37%
2020
+6.40% +29.85%
2019
+23.62% +27.26%
2018
-11.86% -1.66%
2017
+21.78% +37.50%
2016
+12.36% +5.00%
2015
-1.21% +8.93%
2014
+3.86% +14.61%
2013
+24.33% +34.58%
2012
+18.52% +14.94%
2011
-6.03% +5.93%
2010
+17.95% +18.02%
2009
+32.93% +17.45%
2008
-39.47% -40.96%
2007
+3.86% +17.64%
2006
+25.26% +10.56%
2005
+14.55% +19.14%
2004
+24.50% +16.70%
2003
+45.35% +25.99%
2002
-8.70% -12.28%
2001
-4.24% -17.35%
2000
-0.62% -9.61%
1999
+20.93% +40.42%
1998
+4.55% +48.76%
1997
+7.53% +36.86%
1996
+14.79% +29.83%
1995
+16.47% +42.32%
1994
-2.37% -1.09%
1993
+30.62% +13.22%
1992
+7.12% +4.32%
1991
+32.16% +36.90%
1990
-15.66% +1.49%
1989
+27.73% +42.76%
1988
+25.20% +7.07%
1987
+6.29% +2.34%
1986
+33.82% +22.70%
1985
+40.18% +32.38%
1984
+7.34% -0.83%
1983
+26.91% +16.95%
1982
+9.42% +30.44%