PRPFX in 2020 SHTF

Discussion of funds that implement the Permanent Portfolio strategy

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Ad Orientem
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PRPFX in 2020 SHTF

Post by Ad Orientem » Fri May 08, 2020 8:28 pm

As of May 8, 2020 PRPFX is down appx 3% ytd. It is up 2.5% for the last 12 months. It is yielding appx 1% with an ER of .84%. All in all it has weathered the Covid 19 economic collapse fairly well thus far. Downside is that the ER is pretty steep for a conservative fund compared to the HBPP. And PRPFX has underperformed over the last ten years with a CAGR of just 3.7% which you need to adjust for both inflation and the ER.
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sophie
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Re: PRPFX in 2020 SHTF

Post by sophie » Sat May 09, 2020 8:42 am

PRPFX was purposely tilted toward a stagflation, so I would expect it to do better in the current environment. I really think that's where we are headed - although I wouldn't bet on it enough to mess with my investment plan.

Lucky stock picking could have played a role though. I would otherwise expect its stock allocation to do badly given the emphasis on natural resources which would include oil.
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