Paul Merriman's Ultimate Buy and Hold Portfolio was designed to outperform the S&P 500 by diversifying across 10 distinct equity asset classes. The portfolio emphasizes exposure to historical "premiums" found in small-cap and value stocks while maintaining global exposure.
| Description | Date |
|---|---|
| Last Rebalance | 12/31/2025 |
| Next Rebalance | 12/31/2026 |
| Ticker | Weight (%) | Allocation ($) |
|---|
| DFISX | 9.75% | $975 |
| DFIVX | 10.04% | $1,004 |
| DFSVX | 10.44% | $1,044 |
| DISVX | 9.84% | $984 |
| FRESX | 10.22% | $1,022 |
| NAESX | 10.13% | $1,013 |
| VEIEX | 10.05% | $1,005 |
| VFINX | 9.65% | $965 |
| VGTSX | 10.04% | $1,004 |
| VIVAX | 9.84% | $984 |
| Total | 100.00% | $10,000 |