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Re: Update of Permanent Portfolio performance
Posted: Sat Sep 17, 2011 9:52 pm
by MediumTex
PRPFX has a lack of LT treasury exposure. This beautiful rally in LT treasuries the last two months has opened up a wide lead of the HB PP over PRPFX.
The surprise Swiss franc euro peg (which led to the largest one day drop in the value of the franc in modern times) also hasn't helped PRPFX any.
Re: Update of Permanent Portfolio performance
Posted: Sun Sep 18, 2011 10:46 am
by craigr
MediumTex wrote:The surprise Swiss franc euro peg (which led to the largest one day drop in the value of the franc in modern times) also hasn't helped PRPFX any.
The fund should have dumped the Swiss Franc years back when they got off the gold standard.
Re: Performance (Combining Permanent-Portfolio ETFs and Increasing-Dividend Stocks)
Posted: Sun Sep 18, 2011 12:57 pm
by Reub
Yes, but I believe that PRPFX well outperformed the HBPP for 2009 and 2010.
Re: Performance (Combining Permanent-Portfolio ETFs and Increasing-Dividend Stocks)
Posted: Sun Sep 18, 2011 2:32 pm
by longeyes
Over the last three years PRPFX has outpaced HB PP by 42.6 pct to 38.8 pct in total return, albeit with greater volatility (per ETFReplay.com). Correlation is +0.72.
Re: Performance (Combining Permanent-Portfolio ETFs and Increasing-Dividend Stocks)
Posted: Thu Sep 22, 2011 8:50 am
by Odysseusa
http://www.nytimes.com/2011/09/23/busin ... ivity.html
Wall Street Joins Global Stock Plunge After Fed Move
By MATTHEW SALTMARSH
Published: September 21, 2011
Personal Permanent Portfolio Account
Gold $7,114.80
Cash $7,361.94
Bond $7,781.12
Stock $6,861.69
Rebalance it by accumulating more stock and gold