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PP exceeding my expectations
Posted: Mon Jul 27, 2020 7:12 pm
by I Shrugged
Our (my) one year (not YTD) IRR is 9%. Amazing. What coronavirus?
Re: PP exceeding my expectations
Posted: Mon Jul 27, 2020 7:57 pm
by drumminj
Agree. Was just updating my spreadsheet - stocks basically flat on the year (a little down actually), but gold and treasuries are really outperforming.
Up ~12% YTD with a standard 4x25 portfolio. As I believe
Kriegs said, "shit's bananas"
Re: PP exceeding my expectations
Posted: Tue Jul 28, 2020 3:51 am
by mathjak107
I Shrugged wrote: ↑Mon Jul 27, 2020 7:12 pm
Our (my) one year (not YTD) IRR is 9%. Amazing. What coronavirus?
if not now , when ? it is built for this kind of stuff
Re: PP exceeding my expectations
Posted: Tue Jul 28, 2020 11:28 am
by I Shrugged
mathjak107 wrote: ↑Tue Jul 28, 2020 3:51 am
I Shrugged wrote: ↑Mon Jul 27, 2020 7:12 pm
Our (my) one year (not YTD) IRR is 9%. Amazing. What coronavirus?
if not now , when ? it is built for this kind of stuff
You're right. But most of us would be happy with just not losing much during a mess like this. To be ahead, that's pretty nice. Of course I happened to pick the top as the day to declare it.
Re: PP exceeding my expectations
Posted: Tue Jul 28, 2020 8:22 pm
by Kriegsspiel
Generally I'm a bit suspect when the PP has high returns. It usually smooths out to around 3-4% real over a few years so that's where I expect it to head.