Search

  • Home
  • Bootcamp 2025
  • Best Advice
    • Best-in-Class ETF Recommendations 2025
    • Lifetime Investment Calculator
    • Custom Merriman Target Date Allocation Calculator
    • Two Funds for Life
    • Sound Investing Quilt Charts
    • Sound Investing Portfolios
    • Investing for Children
      • The best gift of all? A financial legacy for a child
      • Grandchild Legacy Tables
      • How $10,000 will help my newborn granddaughter have a better retirement
      • Make your kid rich for $1 a day
      • Help your teenager turn $500 into nearly $2 million
      • Turn 3000 into 50 million
      • How to buy 10 years of retirement for $3,650
    • All About Small Cap Value
  • Portfolios
    • 2025 Best in Class ETF Update
      • 2025 Best-in-Class ETF Recommendations
      • 2025 Best-in-Class ETF Portfolios
    • 2025 Sound Investing Portfolios Update
    • Ultimate Buy and Hold: 2025 Update
    • Historical risk and return tables
    • All Value Equity Portfolio
    • 4 Fund Combo
    • M1 Finance
    • Portfolio Configurator
    • Mutual Funds
      • T. Rowe Price
      • Fidelity
      • Vanguard Latest Recommendations
      • Schwab
    • ETFs
      • Vanguard Tax-Deferred ETF Portfolios
  • About
    • The Merriman Financial Education Foundation
    • About Paul Merriman
    • Our Truth Tellers
    • The Team
    • Kudos
    • DeleteBest-in-Class ETF Recommendations
  • Writings
    • MarketWatch
    • Free-books
    • AAII Articles
  • Videos
  • Podcasts
  • Donate
Ultimate Buy and Hold: 2025 Update

Podcast

Ultimate Buy and Hold: 2025 Update


Video

Sound Investing Portfolio Performance: 2025 Update


MarketWatch Article

Article Coming Soon


Tables 

A1a: Ultimate Buy & Hold Equity Portfolio (50% US/50% Int'l) 

A2a: Alternative Equity Portfolio Tables (50% US/50% Int'l)

A1b: Ultimate Buy & Hold Equity Portfolio (70% US/30% Int'l)

A-2b: Alternative Equity Portfolio Tables (70% US/30% Int'l)


Disclosures

Data Disclosure Notice - Funds (1970-Present)

Data Disclosure Notice - Indexes (1928-Present)


The Merriman Financial Education Foundation is a registered 501(c)(3) organization founded in 2012.


All donations are used to support our work. Deductions are permissible to the extent of the law.


Contact us at info@paulmerriman.com

Disclaimer




All information on this site is provided free of charge (with the exception of books for sale) and is funded in full by The Merriman Financial Education Foundation.


Anyone wishing to use this educational information in web-based or printed materials are welcome to do so with the following attribution and link:

“This information freely provided courtesy of PaulMerriman.com.” We would also appreciate a copy and link of where it has been published via email. 

JOIN US ON 

SOCIAL MEDIA!


© 2025 

All Rights Reserved

Share by: