Real World Two Year Results - Hybrid PP vs. Regular portfolio based on PP
Posted: Sun Apr 05, 2015 12:22 pm
Hybrid PP -
25% LTT
25% Stock - 10% Total US
10% US Small Cap. Value
5% Emerging markets
25% "Cash" - 5 year treasury bond
15% Gold
10% TIPs
Gold has lost 25% of value since purchase.
Nominal Hybrid PP return since inception: 4.5%
Regular portfolio based on PP framework:
25% US Small Cap. Value
50% 5 year treasury bond
25% TIPS
Nominal Regular portfolio return: 5.68%
25% LTT
25% Stock - 10% Total US
10% US Small Cap. Value
5% Emerging markets
25% "Cash" - 5 year treasury bond
15% Gold
10% TIPs
Gold has lost 25% of value since purchase.
Nominal Hybrid PP return since inception: 4.5%
Regular portfolio based on PP framework:
25% US Small Cap. Value
50% 5 year treasury bond
25% TIPS
Nominal Regular portfolio return: 5.68%