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HB PP wins in a portfolio shootout on Seeking Alpha

Posted: Mon Jul 08, 2013 4:09 pm
by rocketdog
I've been too busy to participate on the forums lately, but I came across this article and wanted to share:

3 Portfolios Inspired By Graham, Swensen, Browne: A Risk Vs. Return Analysis

Re: HB PP wins in a portfolio shootout on Seeking Alpha

Posted: Mon Jul 08, 2013 6:46 pm
by Reub
Nice article!

Re: HB PP wins in a portfolio shootout on Seeking Alpha

Posted: Mon Jul 08, 2013 8:32 pm
by smurff
It's nice to see the HB PP compared to other investing strategies.  Thanks for the article, rocketdog.

Re: HB PP wins in a portfolio shootout on Seeking Alpha

Posted: Wed Jul 10, 2013 5:43 pm
by frugal
Conclusion

The 60-40 portfolio has outperformed these "guru inspired" portfolios, and it's hard to beat the simplicity of a two-ETF portfolio. But the 60-40 portfolio has been riskier than the Browne portfolio over the last five years. The Browne portfolio is worth a look if you can stomach some of the recent underperformance due to its gold holdings.