The Ultimate Buy and Hold – Portfolio 8 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 8 is a global value portfolio with 90% value leaning ETFs.
The portfolio invests 100% in equities.
Weight | Ticker | ETF Name | Sector | |
|---|---|---|---|---|
25% | IWN | iShares Russell 2000 Value ETF | Equity, U.S., Small Cap, Value | |
25% | IWD | iShares Russell 1000 Value ETF | Equity, U.S., Large Cap, Value | |
20% | DLS | WisdomTree International SmallCap Dividend | Equity, Inter. Developed, Small Cap Value | |
20% | EFV | iShares MSCI EAFE Value ETF | Equity, Inter. Developed, Large Cap Value | |
10% | EEM | iShares MSCI Emerging Markets ETF | Equity, Emerging Markets, Large Cap |
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Low | Average | High | |
|---|---|---|---|
1-Year | -48.6% | 10.2% | 66.6% |
3-Year | -16.9% | 8.8% | 32.3% |
5-Year | -4.4% | 8.3% | 23.6% |
10-Year | 3.1% | 8.2% | 14.1% |
Portfolio | 60/40 | S&P 500 | |
|---|---|---|---|
Annual Return | 8.6% | 9.3% | 10.3% |
10Y Annual Return | 6.3% | 7.9% | 12.2% |
Sharpe Ratio | 0.45 | 0.51 | 0.43 |
Max Drawdown | -57.4% | -29.7% | -50.97% |
Volatility (annualized) | 16.5% | 9.9% | 15.4% |
Dot Com Annual Return | -7.1% | -4.2% | -14.60% |
Great Financial Crisis Annual Return | -6.2% | -0.3% | -5.66% |
Positive Periods | 61.5% | 65.8% | 63.3% |
**S&P 500 backtest to 1972 and 60/40 backtest to 1970
