The Merriman Financial Education Foundation is pleased to present the annual update of The Ultimate Buy-and-Hold Portfolio. Here you’ll find links to new podcast, article and tables created by Daryl Bahls, with special thanks for his diligent efforts in providing the tables.
Podcast
Video
Ultimate Buy and Hold Update 2023
MarketWatch Article
This investment strategy is an extremely effective way to beat the S&P 500
Tables
Table A1-Ultimate Buy & Hold Equity Portfolio (50% US/50% Int’l)
Table A2 – Alternative Equity Portfolio Tables (50% US/50% Int’l)
Table A101 – Ultimate Buy & Hold Equity Portfolio (70% US/30% Int’l)
Table A102 – Alternative Equity Portfolio Tables (70% US/30% Int’l)
Table B14A – Fine Tuning Table S&P 500 vs. US SCV Portfolio
Disclosures
Data Disclosure (UBH-WW)
Data Disclosure (UBH-AV)
