The LTT's I bought when I first started the PP have been throwing off a relatively nice return of about 3.5% on average, deposited twice a year into my IRA's. As interest rates rise and fall, the market value will affect the overall value of my portfolio one way or the other but I don't look very often because this is one thing that has helped to convince me that taking a snapshot of your portfolio at any given point in time is a somewhat meaningless exercise for any other reason than to re-balance. They call them LTT's for a reason.
General Discussion on the Permanent Portfolio Strategy
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PP's doing its thing lately, guys.
Venezuela’s Gold is Vanishing into Africa