The Permanent Portfolio return for 2014 was +9.1% according to Morningstar’s data. This year saw a lot of volatility in the stock and gold markets, but the bonds came in to keep everything under control and lock in solid gains. Let’s discuss the results. Continue reading “Permanent Portfolio Returns 2014 (US)”
Permanent Portfolio Returns 2013 (US)
In 2013 the Permanent Portfolio returned -2.4% for the year according to Morningstar’s data. Continue reading “Permanent Portfolio Returns 2013 (US)”
Permanent Portfolio Returns 2012 (US)
In 2012 the Permanent Portfolio returned +6.8% (or +6.7% for the Treasury Money Market version) for the year according to Morningstar’s data. Continue reading “Permanent Portfolio Returns 2012 (US)”
New Permanent Portfolio ETF – Global X Permanent ETF (PERM)
A new Permanent Portfolio ETF has been released by Global X. The ETF, simply called the Permanent ETF, trades under the ticker PERM. This ETF attempts to mimic the standard 4 x 25% split of the Permanent Portfolio in a low cost ETF. The ETF has a good annual expense ratio of 0.49% a year. Continue reading “New Permanent Portfolio ETF – Global X Permanent ETF (PERM)”
Permanent Portfolio Returns 2011 (US)
In 2011 the Permanent Portfolio returned +11.36% (or 11.03% for the Treasury Money Market version) for the year according to Morningstar’s data. An outstanding result considering everything that went on this year. Let’s review… Continue reading “Permanent Portfolio Returns 2011 (US)”
Permanent Portfolio Returns 2010 (US)
Another year wrapped up and the Permanent Portfolio returned +14.5% to the faithful. Let’s look at the popular asset classes first: Continue reading “Permanent Portfolio Returns 2010 (US)”
Permanent Portfolio Returns 2009 (US)
Well another year is gone and it was a kick in the pants for the markets. Let’s cut to the chase: Continue reading “Permanent Portfolio Returns 2009 (US)”
Permanent Portfolio Rescues Iceland From Total Collapse
Icelanders with a traditional ‘defensive’ portfolio, consisting of only stocks and bonds, destroyed their capital in 2008. Icelanders that had everything on a savings account can buy 3 times less. The Icelander with a permanent portfolio however was relatively well protected and can now buy 40% more real estate.
Continue reading “Permanent Portfolio Rescues Iceland From Total Collapse”
Permanent Portfolio Returns 2008 (US)
The results were brutal for investors in many commonly used asset classes. The numbers below include interest and dividend total returns from Morningstar: Continue reading “Permanent Portfolio Returns 2008 (US)”