Ultimate Buy and Hold Equity (50% US / 50% Int'l) Portfolio ... SP 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 $ ...

Download Ultimate Buy and Hold Equity (50% US / 50% Int'l) Portfolio ...  SP 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 $ ...

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  • 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

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