2017 PP Return Poll

General Discussion on the Permanent Portfolio Strategy

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How did your PP do for 2017? (poll)

1) Negative return
1
3%
2) 0-3%
3
9%
3) 3-6%
3
9%
4) 6-9%
2
6%
5) 9-12%
14
42%
6) 12%+
10
30%
 
Total votes: 33
Mr Vacuum
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Re: 2017 PP Return Poll

Post by Mr Vacuum » Sat Dec 30, 2017 9:02 am

Surprisingly my Google Finance paper portfolio is still working, despite the shutdown announced for mid November. Here is the pure 4x25 starting January 1, 2016, dividends not reinvested, showing a 10.3% return. The stocks portion is IYY. Ignore the overall return column, as I believe it is price gains only and does not include dividends.

Image

Image
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dualstow
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Re: 2017 PP Return Poll

Post by dualstow » Sat Dec 30, 2017 4:40 pm

not bad, not bad at all!
You know you’re into the pp when you see expiration dates at the grocery store and think, I have some bonds coming due then.
Dieter
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Re: 2017 PP Return Poll

Post by Dieter » Sat Dec 30, 2017 11:08 pm

My GBish return for 2017 is 12.8%.

Started year at about 35% Stock

Rough current allocation:

Stock: 39% (about 1/3 each TSM, SCV, International Explorer)
Gold: 24%
"Bond" 37% (about 1/3 each LTT, ITT, STB)
farjean2
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Re: 2017 PP Return Poll

Post by farjean2 » Sun Dec 31, 2017 2:28 pm

I vote NFC (No ******* clue).
Don
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Re: 2017 PP Return Poll

Post by Don » Sun Dec 31, 2017 3:16 pm

drumminj wrote:
Don wrote:Gold: 22%
Stock: 27.5%
Cash/STT: 25.4%
LTT: 25%

That's an excellent return!
Those #s are my ending allocation, not return ;)
I know. ;D
flyingpylon
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Re: 2017 PP Return Poll

Post by flyingpylon » Mon Jan 01, 2018 12:25 pm

2017 was a good year, the PP portion of my portfolio ended up at +10.64% which seems to be in line with others.

I started in 2012 and I’d have to say overall performance has been within expectations which is great and continues to build confidence in the strategy.

I’m currently at about:
30% Stocks
20% Bonds
30% Cash
20% Gold

As I’m still in the accumulation phase, I tend to let cash build up for a while. I’ll probably redistribute some cash (as opposed to doing a full rebalance) in the next few months. I’m pondering a gradual shift to something more Golden Butterfly-ish, so perhaps that would be the time to start but we’ll see.
farjean2
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Re: 2017 PP Return Poll

Post by farjean2 » Mon Jan 01, 2018 2:41 pm

Ended up with these totals after being in balance with the Golden Butterfly at the beginning of the year.

Image

I calculated a ROI of 8.9% best I can figure and I'm pretty happy with this being my first full year of retirement and the start of my retirement "sequence of returns". If I get that every year I will have no worries at all. Of course, I won't get that every year. I resolved to stop being such a pessimist this year but I already know I'm going to fail.

For now I decided not to do any rebalancing but just let it ride even though just selling down the large blend and moving into cash would get me reasonably back in balance at 20% of each asset. I would have to do that in my IRA which is already geared more towards safe vs growth assets so I'm not so inclined to do it right now. I have one more year before I have to start taking RMD's from it and wouldn't mind some more growth (well, maybe I will at tax time). Fortunately, I'm in a position that I don't foresee having to touch any of that portfolio for living expenses for a good many years to come unless my wife accepts my suggestion to retire.
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I Shrugged
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Re: 2017 PP Return Poll

Post by I Shrugged » Mon Jan 01, 2018 9:40 pm

12.2%

I am overweight stocks and underweight gold.
Stocks are split between SP500 and Intl.
Using short term bond funds instead of cash.
I haven't checked lately but they should all still be within the 15-35% bands.
Thomas Hoog
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Re: 2017 PP Return Poll

Post by Thomas Hoog » Wed Jan 03, 2018 4:15 am

Only 2,1 % due to the depreciation of the dollar against the Euro.
tarentola
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Re: 2017 PP Return Poll

Post by tarentola » Thu Jan 04, 2018 11:13 am

For my euro PP: + 1.4% in 2017. A vanilla Euro PP of four ETFs would have gained about 1.2% in 2017:
CEU (MSCI Europe) +10.5%
MTH (25y+ bonds) -0.9%
GBS (gold) -1.3%
C13 (1-3y bonds) -0.3%

EUR/USD +15% in 2017and rising

(Figures from the French site boursorama.com)
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