PP exceeding my expectations

General Discussion on the Permanent Portfolio Strategy

Moderator: Global Moderator

Post Reply
User avatar
I Shrugged
Executive Member
Executive Member
Posts: 2064
Joined: Tue Dec 18, 2012 6:35 pm

PP exceeding my expectations

Post by I Shrugged »

Our (my) one year (not YTD) IRR is 9%. Amazing. What coronavirus?
User avatar
drumminj
Executive Member
Executive Member
Posts: 319
Joined: Wed Jul 22, 2015 9:16 pm

Re: PP exceeding my expectations

Post by drumminj »

Agree. Was just updating my spreadsheet - stocks basically flat on the year (a little down actually), but gold and treasuries are really outperforming.

Up ~12% YTD with a standard 4x25 portfolio. As I believe Kriegs said, "shit's bananas"
User avatar
mathjak107
Executive Member
Executive Member
Posts: 4456
Joined: Fri Jun 19, 2015 2:54 am
Location: bayside queens ny
Contact:

Re: PP exceeding my expectations

Post by mathjak107 »

I Shrugged wrote: Mon Jul 27, 2020 7:12 pm Our (my) one year (not YTD) IRR is 9%. Amazing. What coronavirus?
if not now , when ? it is built for this kind of stuff
User avatar
I Shrugged
Executive Member
Executive Member
Posts: 2064
Joined: Tue Dec 18, 2012 6:35 pm

Re: PP exceeding my expectations

Post by I Shrugged »

mathjak107 wrote: Tue Jul 28, 2020 3:51 am
I Shrugged wrote: Mon Jul 27, 2020 7:12 pm Our (my) one year (not YTD) IRR is 9%. Amazing. What coronavirus?
if not now , when ? it is built for this kind of stuff
You're right. But most of us would be happy with just not losing much during a mess like this. To be ahead, that's pretty nice. Of course I happened to pick the top as the day to declare it. ::)
User avatar
Kriegsspiel
Executive Member
Executive Member
Posts: 4052
Joined: Sun Sep 16, 2012 5:28 pm

Re: PP exceeding my expectations

Post by Kriegsspiel »

Generally I'm a bit suspect when the PP has high returns. It usually smooths out to around 3-4% real over a few years so that's where I expect it to head.
You there, Ephialtes. May you live forever.
Post Reply