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 ($) |
|---|
DISVX | 9.98% | $998 |
DFIVX | 10.12% | $1,012 |
DFISX | 9.81% | $981 |
VGTSX | 10.08% | $1,008 |
VEIEX | 9.96% | $996 |
FRESX | 9.98% | $998 |
VFINX | 9.93% | $993 |
VIVAX | 9.94% | $994 |
NAESX | 10.02% | $1,002 |
DFSVX | 10.18% | $1,018 |
| Total | 100.00% | $10,000 |