Tagged: performance

Heat Map Chart of Permanent Portfolio vs. Stocks and Bonds

Tyler over on the Permanent Portfolio Forum used his Excel magic to answer the question about Permanent Portfolio returns vs. other strategies over rolling time frames: What this chart shows is a comparison to 100% stocks and a 60/40 split of stocks and bonds. The chart reads with the starting year, and then you can look forward for various periods. For 2005 for instance, you can look all way to 2015 by going forward 10 years if you invested over that time. We...

Permanent Portfolio Returns 2014

The Permanent Portfolio return for 2014 was +9.1% according to Morningstar’s data. This year saw a lot of volatility in the stock and gold markets, but the bonds came in to keep everything under control and lock in solid gains. Let’s discuss the results. Permanent Portfolio Returns 2014 Breakdown Here is the breakdown of the popular asset classes according to Morningstar. Just like the years before, these are to the nearest tenth and may not reflect all year-end dividends yet. So, these numbers may go up (or down) as...

Permanent Portfolio 2013 Results

In 2013 the Permanent Portfolio returned -2.4% for the year according to Morningstar’s data. Here is the breakdown of the popular asset classes according to Morningstar. They are rounded to the nearest tenth and may not reflect all dividends yet. They are close enough for government work: S&P 500 +29.0% Total Stock Market Index +30.0% EAFE International Index +18.8% Emerging Market Index -1.8% Commodities Index -8.2% Real Estate Investment Trust Index -2.1% Treasury Inflation Protected (TIPS) Bonds -7.4% Corporate Bonds -2.2% International Bonds -4.5% Total Bond Market -1.5% Now we’ll...