Below are the results from two of my mixed asset portfolios. My USD Growth Portfolio of mixed assets in US Dollars, and a GB Pound Permanent Portfolio of similar assets. Both are tracked monthly here on my website.
Click an image below for more details on the linked portfolio .
My Growth Portfolio is simply made up of the following 4 assets:Stocks, Bonds (US Treasury Bonds). Gold – mostly physical gold and REITs
By backtesting (simulating with a computer) for many years in the past the strategies we are going to use, say 10 to 50 years in the past, gives us an idea of how it “might” perform in the future…
Bonds are a part of most portfolios and have been for a long time. They historically move opposite to stocks allowing diversification of portfolios
25% of my growth portfolio is invested in real-estate funds. I use REITs to get exposure to real-estate rather than rental properties etc
Gold as part of a well balanced, diversified portfolio can help significantly in market downturns. Gold has been a store of value for over 10,000 years
25% of my growth portfolio is invested in stocks. I use ETF’s that give exposure to the whole US stock market. ETF’s can be purchased in USD or GBP