The Merriman Financial Education Foundation is pleased to present the annual update of The Ultimate Buy-and-Hold Portfolio. Here you’ll find links to new podcast, article  and tables created by Daryl Bahls, with special thanks for his diligent efforts in providing the tables.

The primary purpose of the information on this page is to  help do it yourself investors identify equity asset classes that could be used to build the equity portion of their portfolio. 

Article

This is the best way to invest for retirement

Podcast

Ultimate Buy and Hold 2023

Video

Ultimate Buy and Hold Update 2023

Tables 

Table A1-Ultimate Buy & Hold Equity Portfolio (50% US/50% Int’l)⁠ 
Table A2 – Alternative Equity Portfolio Tables (50% US/50% Int’l)⁠
 

Table A101 – Ultimate Buy & Hold Equity Portfolio (70% US/30% Int’l)⁠
 
Table A102 – Alternative Equity Portfolio Tables (70% US/30% Int’l)⁠
 
Table B14A – Fine Tuning Table S&P 500 vs.  US SCV Portfolio⁠
 

Disclosures

Data Disclosure Notice – Funds (1970-Present)

Data Disclosure Notice – Indexes (1928-Present)