Paul Merriman Four Fund Portfolio
Merriman has suggested this 100% equity portfolio to take advantage of both the size and value premiums. It's well documented that small-cap and value stocks have outperformed over the long haul. They have experienced long periods of underperformance, however. This portfolio lacks any diversification to the U.S. stock market and hence may be too volatile and/or risky for some investors.
Other information about this portfolio.
This portfolio may not reflect the current view of the author.
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| Asset | Holding [%] |
|---|
VOO
Vanguard S&P500 ETF |
25 |
VTV
Vanguard Value ETF |
25 |
AVUV
Avantis U.S. Small Cap Value ETF |
25 |
SCHA
Schwab US Small-Cap ETF |
25 |
|
Historical Summary
Mean annual return: 12.0
Min annual return: -11.2
Max annual return: 28.4
Table of Annual Returns
| Year | Return [%] |
|---|
| 2023 | 19.2 |
| 2022 | -11.2 |
| 2021 | 28.4 |
| 2020 | 11.6 |
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Historical growth
Misc. information
U.S. equities have performed well historically, but we prefer more international exposure.
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Notes
- Returns assume dividend reinvestment.
- Returns assume continuous rebalancing.
- Vanguard index funds like VTI, VWO, etc. were used where a portfolio calls for US equities, emerging market equities, etc. There are other providers of analogous index funds.
Do your own research before selecting an index fund for your portfolio. We do not endorse Vanguard or receive any compensation from them.
Click here for other historical returns.
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