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Select up to 4 portfolios to compare stats, allocations, and historical growth side-by-side.

Buy and Hold
CAGR
9.4%
Max DD
-57.6%
Sharpe
0.37

Allocations

Ultimate Buy and Hold - Portfolio 7 by Paul Merriman
Emerging Markets Equity10%
International Developed Equity10%
International Developed Value10%
US Large-Cap Blend Value10%
US Small-Cap Blend10%
US Small-Cap Value10%
International Small-Cap Blend10%
US Large-Cap Blend10%
US Real Estate10%
International Small-Cap Value10%

Growth of $10,000

All portfolios normalized to $10,000 starting in 1995.

Ultimate Buy and Hold - Portfolio 7 by Paul Merriman