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.
Click here to see the logic behind how the Growth Portfolio is constructed.
Growth Portfolio Monthly Returns (as of last day each month)
# Shrs ETF 05/18 06/18 07/18 08/18 09/18 10/18 11/18 12/18 01/19 02/19 03/19 04/19 05/19 06/19 391 VTI (Stock ETF) 49914.20 49691.81 51156.76 52900.58 52826.45 48911.68 49896.55 45053.39 54165.23 56092.86 56581.61 58802.49 55009.79 58685.19 411 TLT (Bond ETF) 49924.50 50360.25 49160.90 49812.45 48667.05 47135.70 47861.95 50426.55 50129.67 49328.22 51966.84 50820.15 54182.13 54584.91 412 GLD (Gold ETF) 49975.92 47923.68 46977.12 46075.44 46006.08 46981.20 47140.32 49470 51397 51083.88 50268.12 49934.40 50688.53 54878.40 REITs (Combined UHT FRT NNN) 50167.7300 52683.2300 53688.0700 57092.33 56045.4800 53714.45 58054.78 52847.33 56140.4100 57356.7600 59451.5400 59351.5100 59489.36 59830.7100 271 UHT (REIT) 16758.70 17433.89 17982.65 20285.29 20016.29 17242.90 18886.49 16508.63 18894.12 20181.37 20517.41 21956.42 22213.87 23016.03 141 FRT (REIT) 16718.37 17588.34 17622.18 18228.48 17832.27 17491.05 18624.69 16643.64 18692.37 18836.19 19436.85 18872.85 18432.93 18155.16 352 NNN (REIT) 16690.66 17661.00 18083.24 18578.56 18196.92 18980.50 20543.6 19695.06 18553.92 18339.2 19497.28 18522.24 18842.56 18659.52 CASH 17.65 17.65 334.75 445.48 882.55 1193.78 1308.53 2005.47 312.22 425.18 1157.88 1448.2200 1554.6300 2212.3700 05/18 06/18 07/18 08/18 09/18 10/18 11/18 12/18 01/19 02/19 03/19 04/19 05/19 06/19 Total Portfolio Value 200000.0000 200676.6200 201317.6 206326.28 204427.61 197936.8100 204262.13 199802.7400 212144.53 214286.9000 219425.99 220356.77 220924.44 229533.8400 Total Dividends 317.10 110.73 437.07 311.23 114.75 696.94 288.96 112.96 732.7 290.3400 106.41 657.74 VTI 254.51 301.85 218.88 TLT 114.75 117.03 112.96 112.96 104.10 114.34 106.41 110.76 UHT 181.58 182.93 FRT 143.82 143.82 143.82 NNN 176 176 184.28
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.
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.
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.
Other Growth Portfolio Related Posts
