Average Investor Return for 2015 was -3.09%
Moderator: Global Moderator
Average Investor Return for 2015 was -3.09%
Cheer up PP'rs, 2015 was a rough year for all portfolios:
https://insights.openfolio.com/in-2015- ... .xwhe2nolw
https://insights.openfolio.com/in-2015- ... .xwhe2nolw
Re: Average Investor Return for 2015 was -3.09%
It's good to keep perspective!
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- Executive Member
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Re: Average Investor Return for 2015 was -3.09%
My return was about -6% for the year, hardly disastrous, although of course not delightful either.
Re: Average Investor Return for 2015 was -3.09%
FWIW, our (my wife and I) combined return for 2015 was -4.0%. And that's for a combined portfolio with this overall asset allocation (only part of which is dedicated to a PP):
3% Commodities
3% Int'l Bonds
4% Cash
6% REITs
9% Gold
10% US Bonds
25% Int'l Stocks
40% US Stocks
3% Commodities
3% Int'l Bonds
4% Cash
6% REITs
9% Gold
10% US Bonds
25% Int'l Stocks
40% US Stocks
The whole aim of practical politics is to keep the populace alarmed (and hence clamorous to be led to safety) by menacing it with an endless series of hobgoblins, all of them imaginary.
- H. L. Mencken
- H. L. Mencken
Re: Average Investor Return for 2015 was -3.09%
My losers (rough order):ochotona wrote: My bad results were solely due to long bonds and gold. If I hadn't touched those, I'd have been flat for the year.
Gold (-10ish)
Small Cap Value (-5%ish)
Total International
TIPS
Long Term Treasury
Gainers:
Total Bond Index
US Large/Mid Cap index (Russell 1000)
Short term Bond Index
REIT
VG Int'l Explorer (active fund)
Total down around 2%
Two accounts - Golden Butterfly-esq IRA; Swenson in 401(k)
- buddtholomew
- Executive Member
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Re: Average Investor Return for 2015 was -3.09%
Get used to it...more of the same this year.ochotona wrote: My bad results were solely due to long bonds and gold. If I hadn't touched those, I'd have been flat for the year.
So tired of this portfolio. Down, down and more down.
Thought we were getting there. No such luck.
Last edited by buddtholomew on Mon Jan 11, 2016 12:16 pm, edited 1 time in total.
"The first principle is that you must not fool yourself and you are the easiest person to fool" --Feynman.
Re: Average Investor Return for 2015 was -3.09%
you could always go all cash...buddtholomew wrote:Get used to it...more of the same this year.ochotona wrote: My bad results were solely due to long bonds and gold. If I hadn't touched those, I'd have been flat for the year.
So tired of this portfolio. Down, down and more down.
Thought we were getting there. No such luck.
down year = buying opportunity.
“Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve.� ~Talmud
- Cortopassi
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Re: Average Investor Return for 2015 was -3.09%
Yeah... got to see green on the overall PP value for a few days, and now red again. Certainly getting old, agreed.
Could be worse with a 60/40!
Could be worse with a 60/40!
Test of the signature line
Re: Average Investor Return for 2015 was -3.09%
Many funds in 2015 were negative, and many were also worse than the Permanent Portfolio. If you invest long enough you're going to get negative years. It's just a question of how negative you can handle with whatever asset allocation you're using.
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Re: Average Investor Return for 2015 was -3.09%
Performance Cash LT Bond Gold Equities Portfolio Permanent Portfolio Investement Banks Dividend (2013)
YTD 2015 8,5% 3,8% -3,0% 6,0% 3,9% 1,7% 4,5% -2,0%
Average 2002 /present 4,9% 9,5% 9,6% 6,0% 9,3% 6,2% 4,6% 11,7%
My portfolio is a 40 % equities, 30 % LT Bonds, 20 % Gold, 10 % Cash (Global, mixed $ / €).
PP is a european PP.
YTD 2015 8,5% 3,8% -3,0% 6,0% 3,9% 1,7% 4,5% -2,0%
Average 2002 /present 4,9% 9,5% 9,6% 6,0% 9,3% 6,2% 4,6% 11,7%
My portfolio is a 40 % equities, 30 % LT Bonds, 20 % Gold, 10 % Cash (Global, mixed $ / €).
PP is a european PP.
Life is uncertain and then we die