Tagged: performance

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...

Permanent Portfolio Backtesting with Daily Data

Over on the forum, user Peak2Trough put up a website that uses daily market data for the Permanent Portfolio going back several decades through today: Peak2Trough Permanent Portfolio Backtesting Tool His tool allows for a number of configurable allocation and rebalancing options and will show a chart and table of the results. Since his data uses daily results, it can show a more granular view of maximum drawdowns than what is typically done for annual comparisons. Standard backtesting warning: The...