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PRPFX vs 4x25PP year to date returns
Posted: Wed Nov 10, 2010 8:06 am
by gonetowindsurf
If my figures are correct, It appears PRPFX is well ahead of PP in year to date returns. About 5% better.
Is it because it has less Treasury holdings and a hot sector component?
Re: PRPFX vs 4x25PP year to date returns
Posted: Wed Nov 10, 2010 8:05 pm
by Pkg Man
My guess, and it is only a guess, is that the silver component of PRPFX has boosted its return.
Re: PRPFX vs 4x25PP year to date returns
Posted: Thu Nov 11, 2010 6:43 am
by Roy
Doesn't PRPFX hold about 30% equities vice 25% in the HB? That plus the Silver probably explains most of this.
Re: PRPFX vs 4x25PP year to date returns
Posted: Thu Nov 11, 2010 11:48 am
by craigr
Roy wrote:
Doesn't PRPFX hold about 30% equities vice 25% in the HB? That plus the Silver probably explains most of this.
It overweights assets that do well in inflation (silver, gold, Swiss Francs). Those assets are outperforming this year.
Re: PRPFX vs 4x25PP year to date returns
Posted: Thu Nov 11, 2010 11:53 pm
by smurff
That's interesting, that the assets that do well in inflation are the ones outperforming so strongly now--a year when we are (allegedly) in such a pickle of a deflation that the Fed wants to set us all sailing on the QE2.