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The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Tue Aug 20, 2019 3:51 pm
by Tyler
I figure you guys might enjoy this new article:

The Top 4 Portfolios to Recession-Proof Your Investments

I started by simply wondering which portfolios performed best during recessions, and came out of it with a new appreciation for just how resilient certain strategies are in all kinds of economic situations that you would never expect. The fact that I'm posting it here should give you a clue to one portfolio on the list, but the other three also come up on the forum quite a bit.

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Wed Aug 21, 2019 12:57 am
by ppnewbie
Great article and analysis!

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Wed Aug 21, 2019 2:53 am
by europeanwizard
Hoo boy, looks good. I'm going to make a nice cup of coffee and sit down for this one.

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Wed Aug 21, 2019 8:31 am
by Kbg
Nice!

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Wed Aug 21, 2019 9:16 am
by ochotona
Very timely. This forum's server will be overloaded... at the next market bottom.

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Wed Aug 21, 2019 9:55 am
by dualstow
Great article, Tyler. I always peek at the charts first and at first i thought, Boy am I in the wrong portfolio, and how come he put all the charts upside down. After reading carefully, I am now feeling very satisfied.

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Wed Aug 21, 2019 10:49 am
by PP67
Cue the Twiglight Zone theme song! Yesterday I heard friend of mine who is a high net worth individual financial advisor (you should see his "yacht!") who was keeping 20% of his assets in cash and advocating that if you can get 3% unrisked you should jump on it. That got me thinking more than usual about all the recession storm clouds that appear to be swirling about. I was composing a thread in my head called "Should the Golden Butterfly migrate south for the winter?" that poses the question whether given the "forecast" of inclement weather should I trim back a GB position to a more safe HBPP harbor. Lo and behold, Tyler posts an incredibly timely and very informative post that exactly addresses my concern!

Well done again, Tyler! I didn't know about the your coffee machine on your website before but it is way cool! However when I tried to buy you a venti coffee for some reason the vending machine kept grinding and wouldn't take my money. I will try again later but I would hope everyone who benefits from your charts and writings would chip in a cup or two or five and keep you well caffeinated.

Thanks again!

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Wed Aug 21, 2019 11:27 am
by Smith1776
Tyler wrote:
Tue Aug 20, 2019 3:51 pm
I figure you guys might enjoy this new article:

The Top 4 Portfolios to Recession-Proof Your Investments

I started by simply wondering which portfolios performed best during recessions, and came out of it with a new appreciation for just how resilient certain strategies are in all kinds of economic situations that you would never expect. The fact that I'm posting it here should give you a clue to one portfolio on the list, but the other three also come up on the forum quite a bit.
Wonderful article, Tyler.

As an aside, have you considered adding return data for silver to Portfolio Charts? 8)

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Wed Aug 21, 2019 1:35 pm
by Tyler
PP67 wrote:
Wed Aug 21, 2019 10:49 am
Well done again, Tyler! I didn't know about the your coffee machine on your website before but it is way cool! However when I tried to buy you a venti coffee for some reason the vending machine kept grinding and wouldn't take my money. I will try again later but I would hope everyone who benefits from your charts and writings would chip in a cup or two or five and keep you well caffeinated.
I appreciate your persistence. :) Please PM me if you continue having problems. It's a good service and I haven't heard of any other issues like that.

Smith1776 wrote:
Wed Aug 21, 2019 11:27 am
As an aside, have you considered adding return data for silver to Portfolio Charts? 8)
I did look at silver a few years ago. I think what turned me off is how the wild spike around 1980 really jacks with the historical numbers, but now that my tools have matured a bit maybe I can revisit the idea.

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Wed Aug 21, 2019 3:54 pm
by jalanlong
My stats show that the Desert Portfolio performed in-line with the PP during those times and that is the Portfolio I have been holding for the last few years.

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Wed Aug 21, 2019 4:28 pm
by Tyler
jalanlong wrote:
Wed Aug 21, 2019 3:54 pm
My stats show that the Desert Portfolio performed in-line with the PP during those times and that is the Portfolio I have been holding for the last few years.
Nice! The Desert Portfolio is very similar in structure to the All-Seasons portfolio, so it does not surprise me at all that it also provided excellent downside protection.

Re: The Top 4 Portfolios to Recession-Proof Your Investments

Posted: Fri Aug 23, 2019 8:59 am
by gizmo_rat
Nice investigation and write up Tyler.

Were you riffing of this slighty odd article at Monevator ? https://monevator.com/how-to-protect-yo ... n-a-crisis
I almost felt like they were dodging the conclusions that you've pushed up front in your article.
Hopefully they'll pick up your write up this week.