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Average Investor Return for 2015 was -3.09%
Posted: Fri Jan 08, 2016 1:59 pm
by ozzy
Cheer up PP'rs, 2015 was a rough year for all portfolios:
https://insights.openfolio.com/in-2015- ... .xwhe2nolw
Re: Average Investor Return for 2015 was -3.09%
Posted: Fri Jan 08, 2016 2:00 pm
by KevinW
It's good to keep perspective!
Re: Average Investor Return for 2015 was -3.09%
Posted: Fri Jan 08, 2016 6:56 pm
by Libertarian666
My return was about -6% for the year, hardly disastrous, although of course not delightful either.
Re: Average Investor Return for 2015 was -3.09%
Posted: Sun Jan 10, 2016 10:49 pm
by rocketdog
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
Re: Average Investor Return for 2015 was -3.09%
Posted: Mon Jan 11, 2016 11:31 am
by Dieter
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)
Re: Average Investor Return for 2015 was -3.09%
Posted: Mon Jan 11, 2016 12:05 pm
by buddtholomew
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.
Re: Average Investor Return for 2015 was -3.09%
Posted: Mon Jan 11, 2016 1:43 pm
by Bean
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.
Re: Average Investor Return for 2015 was -3.09%
Posted: Mon Jan 11, 2016 1:47 pm
by Cortopassi
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!
Re: Average Investor Return for 2015 was -3.09%
Posted: Mon Jan 11, 2016 2:10 pm
by craigr
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.
Re: Average Investor Return for 2015 was -3.09%
Posted: Tue Jan 19, 2016 3:39 am
by Thomas Hoog
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.