18 мар. 2024 г. · The additional $2,062,256 resulted from a mere 0.1% increase in your compound annual return: from 10.7% for the S&P 500 to 10.8% after that ...

As of October 2024, in the previous 30 Years, the Paul Merriman Ultimate Buy and Hold Strategy Portfolio obtained a 8.36% compound annual return, with a 15.76% ...

Returns By Period As of Nov 23, 2024, the Paul Merriman Ultimate Portfolio returned 12.63% Year-To-Date and 7.30% of annualized return in the last 10 years.

Portfolio 2023 Updates · Historical risk and return tables · 2 Fund for Life Update 2023 · Best in Class ETFs Update 2023 · All Value Equity Portfolio.

The portfolio has returned 12.4% annually compared to 10.7% for the S&P 500. Note, however, that it comes with more risk. The standard deviation of Merriman's ... Who is Paul Merriman? · The Ultimate Buy and Hold...

The Ultimate Buy and Hold Portfolio by Paul Merriman seeks to diversify investments as broadly as possible across countries, company size, and valuation.

The blue circle shows the return of the 4-fund combo, and it's been 1.7% higher than S&P 500.

25 июл. 2024 г. · Comparing the performance of the two portfolios, we find that the Couch Potato portfolio has outperformed the Merriman portfolio over the 1, 3 ...

17 июл. 2023 г. · The Paul Merriman Ultimate Buy and Hold Portfolio specifies very specific asset classes based on historical outperformance. Let's review it.

4 янв. 2022 г. · Paul Merriman's Ultimate Portfolio can be built with 10 ETFs. It is exposed to 100% equities. It tilts towards value and small caps.