Average Investor Return for 2015 was -3.09%

General Discussion on the Permanent Portfolio Strategy

Moderator: Global Moderator

Post Reply
User avatar
ozzy
Executive Member
Executive Member
Posts: 151
Joined: Sat Dec 17, 2011 9:34 pm
Location: Tampa, Florida
Contact:

Average Investor Return for 2015 was -3.09%

Post by ozzy » Fri Jan 08, 2016 1:59 pm

Cheer up PP'rs, 2015 was a rough year for all portfolios:

https://insights.openfolio.com/in-2015- ... .xwhe2nolw
User avatar
KevinW
Executive Member
Executive Member
Posts: 918
Joined: Sun May 02, 2010 11:01 pm

Re: Average Investor Return for 2015 was -3.09%

Post by KevinW » Fri Jan 08, 2016 2:00 pm

It's good to keep perspective!
technovelist
Executive Member
Executive Member
Posts: 4588
Joined: Wed Sep 15, 2010 11:20 pm

Re: Average Investor Return for 2015 was -3.09%

Post by technovelist » Fri Jan 08, 2016 6:56 pm

My return was about -6% for the year, hardly disastrous, although of course not delightful either.
User avatar
rocketdog
Executive Member
Executive Member
Posts: 714
Joined: Fri Dec 07, 2012 3:35 pm

Re: Average Investor Return for 2015 was -3.09%

Post by rocketdog » Sun Jan 10, 2016 10:49 pm

FWIW, our (my wife and I) combined return for 2015 was -4.0%.  And that's for a combined portfolio with this overall asset allocation (only part of which is dedicated to a PP):
3% Commodities
3% Int'l Bonds
4% Cash
6% REITs
9% Gold
10% US Bonds
25% Int'l Stocks
40% US Stocks
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.
- H. L. Mencken
Dieter
Executive Member
Executive Member
Posts: 231
Joined: Sat Sep 01, 2012 10:51 am

Re: Average Investor Return for 2015 was -3.09%

Post by Dieter » Mon Jan 11, 2016 11:31 am

ochotona wrote: My bad results were solely due to long bonds and gold. If I hadn't touched those, I'd have been flat for the year.
My losers (rough order):

Gold (-10ish)
Small Cap Value (-5%ish)
Total International
TIPS
Long Term Treasury

Gainers:
Total Bond Index
US Large/Mid Cap index (Russell 1000)
Short term Bond Index
REIT
VG Int'l Explorer (active fund)

Total down around 2%

Two accounts - Golden Butterfly-esq IRA; Swenson in 401(k)
User avatar
buddtholomew
Executive Member
Executive Member
Posts: 1966
Joined: Fri May 21, 2010 4:16 pm

Re: Average Investor Return for 2015 was -3.09%

Post by buddtholomew » Mon Jan 11, 2016 12:05 pm

ochotona wrote: My bad results were solely due to long bonds and gold. If I hadn't touched those, I'd have been flat for the year.
Get used to it...more of the same this year.
So tired of this portfolio. Down, down and more down.
Thought we were getting there. No such luck.
Last edited by buddtholomew on Mon Jan 11, 2016 12:16 pm, edited 1 time in total.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
User avatar
Bean
Executive Member
Executive Member
Posts: 406
Joined: Mon May 28, 2012 10:30 pm

Re: Average Investor Return for 2015 was -3.09%

Post by Bean » Mon Jan 11, 2016 1:43 pm

buddtholomew wrote:
ochotona wrote: My bad results were solely due to long bonds and gold. If I hadn't touched those, I'd have been flat for the year.
Get used to it...more of the same this year.
So tired of this portfolio. Down, down and more down.
Thought we were getting there. No such luck.
you could always go all cash...

down year = buying opportunity.
“Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve.� ~Talmud
User avatar
Cortopassi
Executive Member
Executive Member
Posts: 1242
Joined: Mon Feb 24, 2014 2:28 pm
Location: Illinois

Re: Average Investor Return for 2015 was -3.09%

Post by Cortopassi » Mon Jan 11, 2016 1:47 pm

Yeah... got to see green on the overall PP value for a few days, and now red again.  Certainly getting old, agreed.

Could be worse with a 60/40!
But what do I know?
User avatar
craigr
Administrator
Administrator
Posts: 3181
Joined: Sun Apr 25, 2010 9:26 pm

Re: Average Investor Return for 2015 was -3.09%

Post by craigr » Mon Jan 11, 2016 2:10 pm

Many funds in 2015 were negative, and many were also worse than the Permanent Portfolio. If you invest long enough you're going to get negative years. It's just a question of how negative you can handle with whatever asset allocation you're using.
My new company: www.sandflysecurity.com

IMPORTANT NOTE: My old website crawlingroad{dot}com is no longer available or run by me.

All links to the old domain are invalid and you should use www.archive.is or www.archive.org to look up the information referenced at the old domain.
Gerard van Nes
Executive Member
Executive Member
Posts: 172
Joined: Thu Nov 22, 2012 5:33 am
Contact:

Re: Average Investor Return for 2015 was -3.09%

Post by Gerard van Nes » Tue Jan 19, 2016 3:39 am

Performance               Cash  LT Bond Gold Equities Portfolio Permanent Portfolio Investement  Banks Dividend (2013)
YTD 2015                   8,5%   3,8% -3,0% 6,0%     3,9%         1,7%               4,5%                 -2,0%
Average 2002 /present 4,9%   9,5%   9,6% 6,0%     9,3%         6,2%               4,6%                 11,7%

My portfolio is a 40 % equities, 30 % LT Bonds, 20 % Gold, 10 % Cash (Global, mixed $ / €).
PP is a european PP.
Life is uncertain and then we die
Post Reply