Lemoney
Portfolios

Merriman 4-Fund Combo

by ElderLemon · shared 16 Sept 2026 · Published by Paul Merriman, 1 Mar 2015 · source

Open in the Lab

Weights

SPYSPDR S&P 500 ETF Trust25.0%IVEiShares S&P 500 Value ETF25.0%IJRiShares Core S&P Small-Cap ETF25.0%IJSISHARES S&P SMALL-CAP 600 VALUE ETF 25.0%
  • SPYSPDR S&P 500 ETF Trust25.0%
  • IVEiShares S&P 500 Value ETF25.0%
  • IJRiShares Core S&P Small-Cap ETF25.0%
  • IJSISHARES S&P SMALL-CAP 600 VALUE ETF 25.0%

Performance

CAGR
+9.0%
Final value
$97k
Max drawdown
−57.8%
Volatility
19.2%
Sharpe
0.55
Sortino
0.78

Correlation

weekly returns
SPYIVEIJRIJS
SPY·0.950.870.85
IVE0.95·0.890.89
IJR0.870.89·0.99
IJS0.850.890.99·

Growth of $10K

Long only · Fixed weights · annually · 2000-08-04 to 2026-10-09
$10k$20k$50k200420082012201620202024$97k
$96,600Oct 9, 2026
−27%−54%200420082012201620202024−53.6% · 2009-02
−4.5%Oct 9, 2026

Annual returns

* partial
through 2026-10-09