Paul Merriman Ultimate Buy and Hold Strategy vs Warren Buffett 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 Warren Buffett Portfolio obtained a 9.85% compound annual return, with a 13.66% standard deviation, in the last 30 Years.

Summary

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio Warren Buffett Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 90%
Fixed Income 0% 10%
Commodities 0% 0%
30 Years Stats Return +8.05% +9.85%
Std Dev 15.74% 13.66%
Max Drawdown -57.21% -45.52%
All time Stats
(Since Jan 1976)
Return +11.54% +11.15%
Std Dev 15.41% 13.66%
Max Drawdown -57.21% -45.52%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from January 1976

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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
Warren Buffett Portfolio +4.68 +13.07 +28.34 +13.39 +11.45 +9.85 +11.15
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).

Warren Buffett Portfolio: an investment of 1$, since March 1994, now would be worth 16.76$, with a total return of 1576.23% (9.85% 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).

Warren Buffett Portfolio: an investment of 1$, since January 1976, now would be worth 162.54$, with a total return of 16153.57% (11.15% annualized).

Drawdowns

Drawdown comparison chart since March 1994.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Warren Buffett 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
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-24.70% Jan 2022 Sep 2022 (9) In progress (26) 11.81
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-20.46% Apr 1998 Aug 1998 (5) Apr 1999 (13) 9.79
-20.10% Feb 2001 Sep 2002 (20) Jul 2003 (30) 11.01
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74
-12.10% Jun 2015 Feb 2016 (9) Jul 2016 (14) 6.28
-12.09% Oct 2018 Dec 2018 (3) Apr 2019 (7) 5.58
-8.65% Sep 2000 Nov 2000 (3) Jan 2001 (5) 4.44
-7.73% Aug 2015 Sep 2015 (2) May 2016 (10) 4.19
-6.79% Sep 1994 Jan 1995 (5) May 1995 (9) 3.97
-6.22% Oct 1997 Nov 1997 (2) Feb 1998 (5) 4.46
-6.10% Jan 2000 Feb 2000 (2) Mar 2000 (3) 3.81
-6.10% Apr 2012 May 2012 (2) Aug 2012 (5) 2.85

Drawdown comparison chart since January 1976.

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Paul Merriman Ultimate Buy and Hold Strategy Portfolio
Warren Buffett 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
-45.52% Nov 2007 Feb 2009 (16) Apr 2011 (42) 22.14
-39.67% Sep 2000 Sep 2002 (25) Sep 2006 (73) 20.20
-27.54% Jan 2020 Mar 2020 (3) Nov 2020 (11) 13.71
-27.35% Sep 1987 Nov 1987 (3) May 1989 (21) 14.38
-25.26% Sep 1987 Nov 1987 (3) Jan 1989 (17) 11.68
-24.70% Jan 2022 Sep 2022 (9) In progress (26) 11.81
-23.08% Jan 2022 Sep 2022 (9) Dec 2023 (24) 12.17
-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
-17.49% Feb 2020 Mar 2020 (2) Jul 2020 (6) 7.96
-15.11% Feb 2018 Dec 2018 (11) Nov 2019 (22) 5.70
-15.04% May 2011 Sep 2011 (5) Feb 2012 (10) 6.55
-13.83% Jul 1998 Aug 1998 (2) Nov 1998 (5) 6.74
-13.10% Jan 1977 Feb 1978 (14) Jul 1978 (19) 7.16
-13.08% Dec 1980 Jul 1982 (20) Oct 1982 (23) 7.18
-12.77% Jun 1990 Oct 1990 (5) Feb 1991 (9) 6.99
-12.52% Feb 1980 Mar 1980 (2) Jul 1980 (6) 6.03

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.
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Year Return Drawdown Return Drawdown
2024
+0.35%
-2.29%
+6.38%
0.00%
2023
+15.13%
-11.48%
+24.87%
-7.55%
2022
-15.37%
-24.70%
-18.29%
-23.08%
2021
+19.37%
-3.67%
+24.59%
-4.32%
2020
+6.40%
-27.54%
+19.19%
-17.49%
2019
+23.62%
-6.09%
+28.46%
-5.73%
2018
-11.86%
-15.11%
-3.84%
-12.09%
2017
+21.78%
-0.19%
+19.83%
0.00%
2016
+12.36%
-6.13%
+10.69%
-4.87%
2015
-1.21%
-10.45%
+0.96%
-7.73%
2014
+3.86%
-4.78%
+12.08%
-2.97%
2013
+24.33%
-3.16%
+29.44%
-2.62%
2012
+18.52%
-9.57%
+14.59%
-6.10%
2011
-6.03%
-21.49%
+1.43%
-15.04%
2010
+17.95%
-12.96%
+14.55%
-11.71%
2009
+32.93%
-22.58%
+24.66%
-16.03%
2008
-39.47%
-43.68%
-32.35%
-33.45%
2007
+3.86%
-8.69%
+6.30%
-4.37%
2006
+25.26%
-4.59%
+14.32%
-2.48%
2005
+14.55%
-4.36%
+5.58%
-3.97%
2004
+24.50%
-4.95%
+9.73%
-2.96%
2003
+45.35%
-4.40%
+25.87%
-3.66%
2002
-8.70%
-19.82%
-19.13%
-24.82%
2001
-4.24%
-16.27%
-10.04%
-20.31%
2000
-0.62%
-8.65%
-7.27%
-11.55%
1999
+20.93%
-3.33%
+19.15%
-5.59%
1998
+4.55%
-20.46%
+26.49%
-13.83%
1997
+7.53%
-6.22%
+30.52%
-5.15%
1996
+14.79%
-4.92%
+21.03%
-3.99%
1995
+16.47%
-2.82%
+34.91%
-0.25%
1994
-2.37%
-7.70%
+1.01%
-6.47%
1993
+30.62%
-3.22%
+9.53%
-2.10%
1992
+7.12%
-3.87%
+7.36%
-2.36%
1991
+32.16%
-5.51%
+28.35%
-4.14%
1990
-15.66%
-21.87%
-2.00%
-12.77%
1989
+27.73%
-3.75%
+29.38%
-2.30%
1988
+25.20%
-2.71%
+15.17%
-3.40%
1987
+6.29%
-25.26%
+4.71%
-27.35%
1986
+33.82%
-4.97%
+17.29%
-7.59%
1985
+40.18%
-2.65%
+29.49%
-3.46%
1984
+7.34%
-6.12%
+6.99%
-6.07%
1983
+26.91%
-2.38%
+19.96%
-3.02%
1982
+9.42%
-16.41%
+21.09%
-7.70%
1981
-0.23%
-10.99%
-3.26%
-10.93%
1980
+24.58%
-12.52%
+29.60%
-8.82%
1979
+19.34%
-9.15%
+17.05%
-6.17%
1978
+21.17%
-9.46%
+5.62%
-8.58%
1977
+13.48%
-1.92%
-6.77%
-10.10%
1976
+22.54%
-3.46%
+22.58%
-1.97%