Portfolio Comparison

Portfolio Comparison

Below is a comparison of how my Personal Growth Portfolio compares to other popular portfolios over the last few years. As you can see, the % returns and drawdowns are better than the original Harry Browne Permanent Portfolio.

Portfolio 1 is my current Personal Portfolio Allocation.

Portfolio 2 is the original Harry Browne’s Permanent Portfolio mix. Cash has been left out, as I think that skews it to the downside unfairly.

Portfolio 3 is made up of a 50/50 mix of Stocks & Bonds using ETF’s. 

The S&P ETF is there as a representation of the US Stock Market Baseline.

 

Growth Portfolio Comparison 1

Growth Portfolio Comparison 2

Growth Portfolio Comparison 3

 

BALANCES shown are just there to show growth as an example. They are not actual portfolio values.

Click here to see a live, current version of this backtest.

 

If you would like to see longer term asset class backtests, see my Backtesting page.

 

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