Solitude Canyon Investment Advisors

Showing Tag: " "permanent portfolio vs stocks"" (Show all posts)

The Permanent Portfolio Wins Again in 2011

Posted by Randall A Reinwasser on Thursday, January 12, 2012, In : Permanent Portfolio 
No surprise here...for the 35th time in the last 38 years, the Permanent Portfolio (PP) finished the year with a gain.  The PP returned investors 7.1% in 2011, which was about half of last year's 13.8% return.  The PP easily outperformed the S&P 500's 2.1% return (including dividends).   

The returns for each asset category in 2011 were:
  • Stocks  +2.1%
  • Long-term bonds +17.2%
  • Gold +8.9%
  • Cash +.05%

If you're unfamiliar with the Permanent Portfolio, it's an investment strategy created by the late Harr...


Continue reading ...
 

Roger, A Guy Named "T" & the Permanent Portfolio

Posted by Randall A Reinwasser on Monday, April 4, 2011, In : Permanent Portfolio 
Yesterday, the investment blog Random Roger had a link to one of his reader's blogs, who goes by the name "T".  T's blog discussed changing the allocation of the Permanent Portfolio, because "Investment products better reflecting the world are available to capture long trends while defending against your best intentioned stock selections going haywire." 

T believes he knows which investments are most suited for the future and built an ETF Portfolio to reflect his views.  It consists of the ...
Continue reading ...
 
« Back to posts
 





Enter your email address:

Delivered by FeedBurner