The Ultimate Buy and Hold – Portfolio 7 was developed by Paul Merriman and profiled on his website.
Merriman is an author, financial educator, and founder of Merriman, LLC.
He is a strong supporter of value stocks and Portfolio 7 is a global portfolio with 40% value leaning ETFs.
The portfolio invests 90% in equities and 10% in REITs.
Weight | Ticker | ETF Name | Sector | |
|---|---|---|---|---|
10% | DLS | WisdomTree International SmallCap Dividend | Equity, Inter. Developed, Small Cap Value | |
10% | EEM | iShares MSCI Emerging Markets ETF | Equity, Emerging Markets, Large Cap | |
10% | EFA | iShares MSCI EAFE ETF | Equity, Inter. Developed, Large Cap | |
10% | EFV | iShares MSCI EAFE Value ETF | Equity, Inter. Developed, Large Cap Value | |
10% | IWD | iShares Russell 1000 Value ETF | Equity, U.S., Large Cap, Value | |
10% | IWM | iShares Russell 2000 ETF | Equity, U.S., Small Cap | |
10% | IWN | iShares Russell 2000 Value ETF | Equity, U.S., Small Cap, Value | |
10% | SCZ | iShares MSCI EAFE Small-Cap ETF | Equity, International, Small Cap | |
10% | SPY | SPDR S&P 500 ETF | Equity, U.S., Large Cap | |
10% | VNQ | Vanguard Real Estate Index Fund ETF | Real Estate, U.S. |
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Low | Average | High | |
|---|---|---|---|
1-Year | -49.3% | 10.0% | 68.3% |
3-Year | -17.0% | 8.8% | 32.7% |
5-Year | -4.2% | 8.4% | 24.3% |
10-Year | 3.2% | 8.5% | 14.0% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 8.6% | 9.3% | 10.3% |
10Y Annual Return | 6.6% | 7.9% | 12.2% |
Sharpe Ratio | 0.46 | 0.51 | 0.43 |
Max Drawdown | -57.6% | -29.7% | -50.97% |
Volatility (annualized) | 16.0% | 9.9% | 15.4% |
Dot Com Annual Return | -5.9% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | -6.0% | -0.3% | -5.66% |
Positive Periods | 63.2% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
