Ultimate Buy and Hold Portfolio - Optimized
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.
Last Updated: 2026-04-26
Live Performance Snapshot
+0.80%
Portfolio
Benchmark
Actions
| Description | Date |
|---|---|
| Last Optimization | 12/31/2025 |
| Next Optimization | 6/30/2026 |
Live Portfolio Allocation
| Ticker | Weight (%) | Allocation ($) |
|---|
| DFISX | 71.89% | $7,189 |
| VFINX | 10.29% | $1,029 |
| VIVAX | 17.82% | $1,782 |
| Total | 100.00% | $10,000 |