HB PP wins in a portfolio shootout on Seeking Alpha

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rocketdog
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HB PP wins in a portfolio shootout on Seeking Alpha

Post by rocketdog »

I've been too busy to participate on the forums lately, but I came across this article and wanted to share:

3 Portfolios Inspired By Graham, Swensen, Browne: A Risk Vs. Return Analysis
The whole aim of practical politics is to keep the populace alarmed (and hence clamorous to be led to safety) by menacing it with an endless series of hobgoblins, all of them imaginary.
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Reub
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Re: HB PP wins in a portfolio shootout on Seeking Alpha

Post by Reub »

Nice article!
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smurff
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Re: HB PP wins in a portfolio shootout on Seeking Alpha

Post by smurff »

It's nice to see the HB PP compared to other investing strategies.  Thanks for the article, rocketdog.
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frugal
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Re: HB PP wins in a portfolio shootout on Seeking Alpha

Post by frugal »

Conclusion

The 60-40 portfolio has outperformed these "guru inspired" portfolios, and it's hard to beat the simplicity of a two-ETF portfolio. But the 60-40 portfolio has been riskier than the Browne portfolio over the last five years. The Browne portfolio is worth a look if you can stomach some of the recent underperformance due to its gold holdings.
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