Ultimate Buy and Hold Equity (50% US / 50% Int'l ...

Ultimate Buy and Hold Equity (50% US / 50% Int'l) Portfolio Tables for 2018 Returns

World-Wide Equity Portfolio Build-Up ------------------------------------------------------------>

S&P 500

+ US LCV

+ US SCB

+ US SCV + US REITs

+ Int'l

+ EM

1970 - 2018 (49 years)

Portfolio

Portfolio

Portfolio

Portfolio

Portfolio

Portfolio

Portfolio

(with YEARLY rebalancing)

1

2

3

4

5

6

7

Initial $100,000 Grew to:

$11,696,330 $12,943,947 $13,667,661 $16,110,902 $16,727,459 $21,252,292 $21,302,633

Annualized Compound Return

10.2%

10.4%

10.6%

10.9%

11.0%

11.6%

11.6%

Annualized Standard Deviation Difference from Portfolio 1

17.0% 0

16.9%

17.0%

17.2%

16.9%

$1,247,617 $1,971,331 $4,414,572 $5,031,129

17.8% $9,555,962

18.3% $9,606,303

? 2019 The Merriman Financial Education Foundation

Note: 0.0% Management Fee subtracted from all portfolios.

All-Value Portfolio Portfolio

8 $28,703,106

12.2% 19.2% $17,006,776

World-Wide Equity Portfolio Build-Up ------------------------------------------------------------>

S&P 500

+ US LCV

+ US SCB

+ US SCV + US REITs

+ Int'l

+ EM

1970 - 2018 (49 years)

Portfolio

Portfolio

Portfolio

Portfolio

Portfolio

Portfolio

Portfolio

(with MONTHLY rebalancing)

1

2

3

4

5

6

7

Initial $100,000 Grew to:

$11,696,330 $12,898,619 $13,576,543 $15,824,921 $16,440,112 $19,815,002 $20,852,727

Annualized Compound Return

10.2%

10.4%

10.5%

10.9%

11.0%

11.4%

11.5%

Annualized Standard Deviation

15.1%

15.1%

15.3%

15.6%

15.4%

14.7%

15.1%

Difference from Portfolio 1

0

$1,202,289 $1,880,213 $4,128,591 $4,743,782 $8,118,672 $9,156,397

? 2019 The Merriman Financial Education Foundation

Note: 0.0% Management Fee subtracted from all portfolios.

All-Value Portfolio Portfolio

8 $26,802,777

12.1% 16.2% $15,106,447

Ultimate Buy & Hold Equity Portfolio Asset Class Allocation

Portfolio S&P 500 US LCV

US SCB

US SCV

REIT

Intl LCB

Intl LCV

Intl SCB

#1

100%

0%

0%

0%

0%

0%

0%

0%

#2

90%

10%

0%

0%

0%

0%

0%

0%

#3

80%

10%

10%

0%

0%

0%

0%

0%

#4

70%

10%

10%

10%

0%

0%

0%

0%

#5

60%

10%

10%

10%

10%

0%

0%

0%

#6

20%

10%

10%

10%

10%

10%

10%

10%

#7

10%

10%

10%

10%

10%

10%

10%

10%

#8

0%

25%

0%

25%

0%

0%

20%

0%

? 2019 The Merriman Financial Education Foundation

Intl SCV 0% 0% 0% 0% 0% 10% 10% 20%

Em Mrkt 0% 0% 0% 0% 0% 0% 10% 10%

UBH (50-50, 0%) - 2018 Returns.xlsx UBH Tables

3/5/2019 8:49 AM

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