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 PortfolioPortfolio1Portfolio2Portfolio3Portfolio4Portfolio5Portfolio6Portfolio7Portfolio8$12,232,652 $14,523,687 $15,489,078 $18,471,063 $19,182,122 $25,919,768 $26,265,004 $42,815,04610.5% 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 $30,582,394Note: 0.0% Management Fee subtracted from all portfolios.All-ValueS&P 500 + US LCV + US SCB + US SCV + US REITs + Int'l + EM PortfolioPortfolio1Portfolio2Portfolio3Portfolio4Portfolio5Portfolio6Portfolio7Portfolio7$12,232,652 $14,509,297 $15,438,791 $18,229,767 $18,881,897 $23,923,067 $25,511,547 $40,361,78610.5% 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 $28,129,134Note: 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 FoundationAnnualized Standard DeviationDifference from Portfolio 1Ultimate Buy & Hold Equity Portfolio Asset Class Allocation1970 - 2017 (48 years) (with MONTHLY rebalancing)Initial $100,000 Grew to:Annualized Compound ReturnAnnualized Compound ReturnAnnualized Standard DeviationDifference from Portfolio 1 2018 The Merriman Financial Education Foundation 2018 The Merriman Financial Education FoundationWorld-Wide Equity Portfolio Build-Up ------------------------------------------------------------>Ultimate Buy and Hold Equity (50% US / 50% Int'l) Portfolio Tables for 20181970 - 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.xlsxUBH Tables 1/29/2018 4:28 PM

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