Tagged: permanent portfolio

COR Capital Permanent Portfolio Fund in Australia

COR Capital runs a Permanent Portfolio style investment fund for Australian (or Australasia perhaps?) residents. Check out the fund here if you are down under and want a one stop shop Permanent Portfolio: CorCapital Australia The fund results are detailed in their performance page and quarterly reports. The quarterly reports provide good breakdowns of the four individual assets (stocks, bonds, cash, and gold) and what the fund did in terms of balancing them for customers: Performance Quarterly Reports This fund holds...

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...