2018 Results Post Here

General Discussion on the Permanent Portfolio Strategy

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Cortopassi
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2018 Results Post Here

Post by Cortopassi » Tue Jan 01, 2019 10:04 am

My results for 2018:

-4.09%

Final allocation vs. target:

Image

Will be rebalancing as soon as money hits IRAs

Funds in order are VTI, TLT, VFIAX (401k), VINEX (401k), VBR, cash, part GLD part physical, part SLV part physical
drumminj
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Re: 2018 Results Post Here

Post by drumminj » Tue Jan 01, 2019 11:13 am

-1.91% overall, roughly. Contributed by buying the lagging asset

Ending allocation:

Cash: 28.33%
Gold: 22.38%
Stock: 23.24%
LTT: 26.05%
technovelist
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Re: 2018 Results Post Here

Post by technovelist » Tue Jan 01, 2019 11:32 am

Overall result: just about -1% return.

Allocation:
gold: 71%
silver: 2%
CHF: 17%
USD: 10%
Last edited by technovelist on Tue Jan 01, 2019 6:41 pm, edited 1 time in total.
jacksonM
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Re: 2018 Results Post Here

Post by jacksonM » Tue Jan 01, 2019 12:31 pm

Golden Butterfly Results - no rebalancing required

Image

Note the Percentage difference should not be taken as ROI for the asset class because there was some transacting involved through the year. For example, my wife was still contributing to her 401k and also sold some stock to buy a new car.
Last edited by jacksonM on Tue Jan 01, 2019 12:47 pm, edited 1 time in total.
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Ad Orientem
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Re: 2018 Results Post Here

Post by Ad Orientem » Tue Jan 01, 2019 12:35 pm

Raw HBPP returns using Portfolio visualizer (https://www.portfoliovisualizer.com/)...

For purposes of getting a raw 1 year return I used the following funds (your mileage may vary)...

VGLT= 1.53%
VGSH= 1.55%
IAU= 1.76%
VTI= 5.21%

Total return (w/o dividends) = 1.74%
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Ugly_Bird
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Re: 2018 Results Post Here

Post by Ugly_Bird » Tue Jan 01, 2019 4:41 pm

-1.8%
Classical 4x25 HBPP
Current allocation:
SP500 24.9%
LTT 23.1%
Gold 24.2%
Cash 27.8%
Last edited by Ugly_Bird on Tue Jan 01, 2019 7:28 pm, edited 1 time in total.
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I Shrugged
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Re: 2018 Results Post Here

Post by I Shrugged » Tue Jan 01, 2019 6:06 pm

Bonds 25.4% (mostly LT Treasuries)
Stocks 34.9% (about 1/3rd Non-US)
Cash and ST bonds 24.5%
Gold 15.3%

Return -2.9%

Ten year return has dipped to 5.8%.
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sophie
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Re: 2018 Results Post Here

Post by sophie » Wed Jan 02, 2019 8:16 am

My 2018 returns (calculated January 1st):

PP (working toward a GB but stocks still only 32% allocation): -2.04%
Three fund portfolio in 403b: -4.16%
TIAA-CREF (guaranteed, stock index fund, and TIAA real estate): -2.00%

I've been putting PP/GB new money into the cash allocation. No rebalance this month, but maybe soon (cash at 26%).
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Cortopassi
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Re: 2018 Results Post Here

Post by Cortopassi » Wed Jan 02, 2019 8:57 am

Good indications that being closer to the 25% cash percentage was a good place to be for 2018.
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ozzy
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Re: 2018 Results Post Here

Post by ozzy » Wed Jan 02, 2019 2:08 pm

For 2018 my JuicyPP returned -6.68%. It consists of:

Stocks: 55%
LT Bonds: 30%
Gold: 15%
Cash: 0%

http://www.tightwadweb.com/customportfolio.html
jacksonM
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Re: 2018 Results Post Here

Post by jacksonM » Wed Jan 02, 2019 2:24 pm

Cortopassi wrote:
Wed Jan 02, 2019 8:57 am
Good indications that being closer to the 25% cash percentage was a good place to be for 2018.
According to my own results with the Golden Butterfly 40% stock allocation - posted above, SCV was the saving grace of my portfolio, being up 9.5% while everything else was down slightly except for other stocks which were down big time.

Nobody should take that to the bank however, because I'm skeptical myself at this point and need to take a harder look at the figures when I feel so inclined.
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Re: 2018 Results Post Here

Post by Jeffreyalan » Wed Jan 02, 2019 8:46 pm

Desert Portfolio

-1.15%

IEF (7-10 yr Treasury) 60%
IAU (Gold) 10%
VTI (US Stocks) 30%
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