2 PP Portfolios, 6 months performance

General Discussion on the Permanent Portfolio Strategy

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gospodin_i
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2 PP Portfolios, 6 months performance

Post by gospodin_i » Fri Sep 28, 2018 10:01 am

Hello,

I opened two separate portfolios about 6 months ago and this is their performance up until now.

Obviously not perfect, so I was curious to find out whether other members of the forum have had similar issues or you have any advice.

Thanks!

Here are the numbers:

European PP (in EUR)
Start date: 25 Mar 2018
Since start date: -0.90%

Composition and performance:
EXSA iShares STOXX Europe 600 5.13%
IEGL iShares € Govt Bond 15-30yr -3.40%
IEGE iShares € Govt Bond 0-1yr -0.52%
ZGLDEU-EUR ZKB Gold ETF -7.17%



US-based PP (in USD)
Start date: 5 Apr 2018
Since start date: -1.17%

Composition and performance:
VTI Vanguard Total Stock Market ETF 10.42%
TLT iShares 20 Years Bond ETF -3.24%
SHV iShares Short Treasury Bond ETF 0.03%
IAU iShares Gold Trust ETF -12.15%
ZGLDUS-USD ZKB Gold ETF -13.09%
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Cortopassi
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Re: 2 PP Portfolios, 6 months performance

Post by Cortopassi » Fri Sep 28, 2018 10:34 am

I have a slight variant on the PP (a bit more stocks, less cash), and I am -0.68% for 6 months, so your numbers seem in line.
Jeffreyalan
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Re: 2 PP Portfolios, 6 months performance

Post by Jeffreyalan » Fri Sep 28, 2018 2:49 pm

My particular PP variant is up 4% since April. It is:

40% TFLO. Ishares Floating Rate Treasury ETF
15% EDV Vanguard Extended Treasury
10% IAU. Ishares Gold ETF
17.5. MDYG Spdr Midcap Growth
17.5 SLYG. Spdr Small Cap Growth


Being low on gold has certainly helped this year.
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Ugly_Bird
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Re: 2 PP Portfolios, 6 months performance

Post by Ugly_Bird » Fri Sep 28, 2018 7:22 pm

gospodin_i wrote:
Fri Sep 28, 2018 10:01 am
I was curious to find out whether other members of the forum have had similar issues or you have any advice.
Mine is classical HB 4x25 PP
6 month -0.1%
YTD -1.0%
gospodin_i
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Re: 2 PP Portfolios, 6 months performance

Post by gospodin_i » Sat Sep 29, 2018 3:34 am

Thank you all!

It's my first foray in investing, so I was worried I might be "doing something wrong" :)
Don
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Re: 2 PP Portfolios, 6 months performance

Post by Don » Mon Oct 01, 2018 8:04 am

So all of you have real returns for the past 6 months of around -2%. Is that good?
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Re: 2 PP Portfolios, 6 months performance

Post by tarentola » Mon Oct 01, 2018 8:13 am

Since 1 Jan:
My Euro PP (includes blue chip shares so not completely conventional): -1.23%
Conventional Euro PP which I track for comparison (25% each ETFs CEU, MTH, GBS, C13): -1.19%

Similar to the US PPs. Gold in Euros is -7% since 1 Jan and the Euro is down relative to the dollar so the Euro price has declined less than the dollar price (-10%).

Gospodin: looks like you are doing it right, with the conventional PP. Mine includes shares, but only for historical reasons: I had shares and bond funds already, which I reorganised into a PP.
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Cortopassi
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Re: 2 PP Portfolios, 6 months performance

Post by Cortopassi » Mon Oct 01, 2018 9:10 am

Don wrote:
Mon Oct 01, 2018 8:04 am
So all of you have real returns for the past 6 months of around -2%. Is that good?
No >:(
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buddtholomew
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Re: 2 PP Portfolios, 6 months performance

Post by buddtholomew » Mon Oct 01, 2018 1:35 pm

It’s not a great portfolio.
May have been, might be, but no magic here.
Just 4 asset classes that most hold in varying percentages.
The percentages you choose will determine your outcome.
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Re: 2 PP Portfolios, 6 months performance

Post by jacksonM » Mon Oct 01, 2018 5:43 pm

Cortopassi wrote:
Mon Oct 01, 2018 9:10 am
Don wrote:
Mon Oct 01, 2018 8:04 am
So all of you have real returns for the past 6 months of around -2%. Is that good?
No >:(
Actually, I think it's neither good, nor bad, but irrelevant.

It's called the Permanent Portfolio for a reason and a 6 month snapshot doesn't tell you much in the grand scheme of things.
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Cortopassi
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Re: 2 PP Portfolios, 6 months performance

Post by Cortopassi » Mon Oct 01, 2018 6:32 pm

jacksonM wrote:
Mon Oct 01, 2018 5:43 pm
Cortopassi wrote:
Mon Oct 01, 2018 9:10 am
Don wrote:
Mon Oct 01, 2018 8:04 am
So all of you have real returns for the past 6 months of around -2%. Is that good?
No >:(
Actually, I think it's neither good, nor bad, but irrelevant.

It's called the Permanent Portfolio for a reason and a 6 month snapshot doesn't tell you much in the grand scheme of things.
While I understand what you are saying, positive is always better.... ;)
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buddtholomew
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Re: 2 PP Portfolios, 6 months performance

Post by buddtholomew » Mon Oct 01, 2018 6:57 pm

jacksonM wrote:
Mon Oct 01, 2018 5:43 pm
Cortopassi wrote:
Mon Oct 01, 2018 9:10 am
Don wrote:
Mon Oct 01, 2018 8:04 am
So all of you have real returns for the past 6 months of around -2%. Is that good?
No >:(
Actually, I think it's neither good, nor bad, but irrelevant.

It's called the Permanent Portfolio for a reason and a 6 month snapshot doesn't tell you much in the grand scheme of things.
Been saying the same thing for 7 years now.
It’s only as permanent as your investing horizon.
All I have witnessed is stocks going up with gold and treasuries going down or producing minimal gains.
I still invest in all 4 asset classes but not 4x25.
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