Permanent Portfolio Performance Page Updated
June 26, 2012
I finally got around to re-formatting the chart on the Permanent Portfolio Performance page from 2008. It is now updated on one single page from 1972-2011 instead of separate post updates as before. I will use this link to keep a running performance tally for the portfolio going forward:
Permanent Portfolio Performance
The data on that page is using Simba’s spreadsheet because it is easily accessible by anyone where the Morningstar SBBI data I typically use is not.
For reference, from 1972-2011 Simba’s spreadsheet shows 9.7% Compound Annual Growth Rate for the 4×25% split portfolio. Here is a chart showing it graphically for a starting investment of $10,000 from 1972-2011. Note the smooth growth vs. the individual components which can be quite volatile.
As always, the Permanent Portfolio is designed to work as a package so you need to own all the assets all the time to get the growth and protection through any market.
Of course, all of these details and how to implement the portfolio are covered in the new book.