Growth Portfolio Returns
Below are the results of the Growth Portfolio started on June 1st 2018 so it can be tracked in real time here on my website. I decided to start this separate portfolio 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 & strategies, 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 my opinion these assets are some of the best investments for early retirement.
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.