Growth Portfolio Returns
Below are the results of the Growth Portfolio started on June 1st 2018 which is tracked in real time here on my website.
I decided to start this separate portfolio of mixed assets at the same time I started my Peer to Peer Lender Portfolio, giving both portfolios similar balances so we can see the actual returns of each on a monthly basis.
I have been investing in these assets, with this exact asset allocation, for over 20 years. This is where most of my personal investment capital still resides. It is mostly responsible for how I made early retirement & financial independence.
In all the years I have been investing in this portfolio, I have never found another portfolio, or investment strategy, which provides these types of returns. With the low drawdowns & volatility, has a track record of this length, and which also shows similar the results from backtesting. If you know of something similar or better which meets all of the previous criteria, please email me and let me know as I’m always on the lookout for ways to diversify.
Growth Portfolio Monthly Returns (as of last day each month)
Current Asset Distribution
Portfolio Comparison – Returns
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.
The S&P ETF is there as a representation of the US Stock Market Baseline.
BALANCES shown are just there to show growth as an example. They are not actual portfolio values.
If you would like to see longer term asset class backtests, see my Backtesting page.