All-ValueS&P 500 + US LCV + US SCB + US SCV + US REITs + Int'l + EM Portfolio
Portfolio
1
Portfolio
2
Portfolio
3
Portfolio
4
Portfolio
5
Portfolio
6
Portfolio
7
Portfolio
8
$12,232,652 $14,523,687 $15,489,078 $18,471,063 $19,182,122 $25,919,768 $26,265,004 $42,815,046
10.5% 10.9% 11.1% 11.5% 11.6% 12.3% 12.3% 13.5%
17.0% 16.1% 16.3% 16.4% 16.1% 16.9% 17.4% 17.6%0 $2,291,035 $3,256,425 $6,238,411 $6,949,470 $13,687,116 $14,032,352 $30,582,394
Note: 0.0% Management Fee subtracted from all portfolios.
All-Value
S&P 500 + US LCV + US SCB + US SCV + US REITs + Int'l + EM Portfolio
Portfolio
1
Portfolio
2
Portfolio
3
Portfolio
4
Portfolio
5
Portfolio
6
Portfolio
7
Portfolio
7
$12,232,652 $14,509,297 $15,438,791 $18,229,767 $18,881,897 $23,923,067 $25,511,547 $40,361,786
10.5% 10.9% 11.1% 11.5% 11.5% 12.1% 12.2% 13.3%
15.1% 14.4% 14.6% 14.8% 14.6% 14.1% 14.5% 14.9%
0 $2,276,644 $3,206,139 $5,997,115 $6,649,245 $11,690,415 $13,278,895 $28,129,134
Note: 0.0% Management Fee subtracted from all portfolios.
Portfolio S&P 500 US LCV US SCB US SCV REIT Intl LCB Intl LCV Intl SCB Intl SCV Em Mrkt
#1 100% 0% 0% 0% 0% 0% 0% 0% 0% 0%
#2 90% 10% 0% 0% 0% 0% 0% 0% 0% 0%
#3 80% 10% 10% 0% 0% 0% 0% 0% 0% 0%
#4 70% 10% 10% 10% 0% 0% 0% 0% 0% 0%
#5 60% 10% 10% 10% 10% 0% 0% 0% 0% 0%
#6 20% 10% 10% 10% 10% 10% 10% 10% 10% 0%
#7 10% 10% 10% 10% 10% 10% 10% 10% 10% 10%
#8 0% 25% 0% 25% 0% 0% 20% 0% 20% 10%
© 2018 The Merriman Financial Education Foundation
Annualized Standard Deviation
Difference from Portfolio 1
Ultimate Buy & Hold Equity Portfolio Asset Class Allocation
1970 - 2017 (48 years)
(with MONTHLY rebalancing)
Initial $100,000 Grew to:
Annualized Compound Return
Annualized Compound Return
Annualized Standard DeviationDifference from Portfolio 1
© 2018 The Merriman Financial Education Foundation
© 2018 The Merriman Financial Education Foundation
World-Wide Equity Portfolio Build-Up ------------------------------------------------------------>
Ultimate Buy and Hold Equity (50% US / 50% Int'l) Portfolio Tables for 2018
1970 - 2017 (48 years)
(with YEARLY rebalancing)
Initial $100,000 Grew to:
World-Wide Equity Portfolio Build-Up ------------------------------------------------------------>
UBH-FTYAA-RDT (50-50, 0%) - 2017 Returns Update.xlsx
UBH Tables 1/29/2018 4:28 PM
