Merriman Ultimate

According to Paul Merriman, the Ultimate Buy-and-Hold Strategy “creates a sophisticated portfolio with worldwide stock diversification by adding value stocks, small company stocks and real estate funds to a traditional large-cap growth stock portfolio.”

Asset Allocation

(*) Merriman specifically calls for 6% international small and 6% international small value.  Int’l SCV is the one asset not available in the tools here (yet) so I’ve simply added that to the Int’l Small allocation.  My assumption is that the results will be close enough to still be very interesting, but be sure to read Merriman’s explanation for why he chooses the funds he does.

 

 

 

 

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