40. Paul Merriman's Ultimate 60/40
Account$99,640
Return−0.36%
vs S&P 500+3.73%
Worst drop−2.02%
What it does
Paul Merriman's Ultimate Buy and Hold in the 60/40 version of Portfolio Charts: ten stock slices and 40% bonds. The foreign slices are merged into one fund.
Account value
Paul Merriman's Ultimate 60/40S&P 500 buy & hold
Next move
No changes planned for the next session.
Holdings now
| Ticker | Qty | Price | Value | Share |
|---|---|---|---|---|
| EEM | 96 | $59.33 | $5,696 | 5.72% |
| EFA | 231 | $101.89 | $23,537 | 23.62% |
| IEF | 219 | $91.86 | $20,117 | 20.19% |
| IWM | 43 | $273.67 | $11,768 | 11.81% |
| SHY | 147 | $81.63 | $12,000 | 12.04% |
| SPY | 7 | $735.29 | $5,147 | 5.17% |
| TIP | 75 | $106.27 | $7,970 | 8.00% |
| VNQ | 65 | $95.73 | $6,222 | 6.24% |
| VTV | 26 | $223.01 | $5,798 | 5.82% |
| Cash | $1,385 | 1.39% |
Trade log
| Date | Action | Ticker | Qty | Price | Value | Fee |
|---|---|---|---|---|---|---|
| 2026-10-22 | Buy | EFA | 231 | $103.26 | $23,853 | $11.93 |
| 2026-10-22 | Buy | IEF | 219 | $90.75 | $19,874 | $9.94 |
| 2026-10-22 | Buy | SHY | 147 | $81.41 | $11,967 | $5.98 |
| 2026-10-22 | Buy | EEM | 96 | $62.05 | $5,957 | $2.98 |
| 2026-10-22 | Buy | TIP | 75 | $105.96 | $7,947 | $3.97 |
| 2026-10-22 | Buy | VNQ | 65 | $91.54 | $5,950 | $2.98 |
| 2026-10-22 | Buy | IWM | 43 | $274.81 | $11,817 | $5.91 |
| 2026-10-22 | Buy | VTV | 26 | $224.44 | $5,835 | $2.92 |
| 2026-10-22 | Buy | SPY | 7 | $766.37 | $5,365 | $2.68 |