Portfolio vs. 60/40 vs. S&P 500
All Data
10 Years
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
Ultimate Buy and Hold - Portfolio 7 by Paul Merriman
Details
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.
Asset Allocation & Recommended ETFs
Performance Metrics
All Data
10 Years
Annual Return
8.6%
Sharpe Ratio
0.46
10 Year Annual Return
6.6%
Volatility (annualized)
16.0%
Max Drawdown
-57.6%
Positive Periods
63.2%
Dot Com Annual Return
-5.9%
Great Financial Crisis Return
-6.0%
Trade Frequency
Static
Ulcer Performance Index
0.6
How to Invest in the Ultimate Buy and Hold - Portfolio 7
M1 Finance is the recommended platform to invest in this portfolio. Find out why.
