Growth Portfolio Returns

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)

 

 

 

 

 

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.

 

Portfolio Comparison 1 Portfolio Comparison 2

Portfolio Comparison 3

 

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

 

 

Other Growth Portfolio Related Posts

 

About My Growth Portfolio

About My Growth Portfolio

My Growth Portfolio is simply made up of the following 4 assets:Stocks, Bonds (US Treasury Bonds). Gold – mostly physical gold and REITs

Portfolio Comparison

Portfolio Comparison

Comparing three separate growth portfolios against a baseline of the S&P 500 ETF shows that just investing in stocks alone is not great

Backtesting

Backtesting

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

Bonds

Bonds are a part of most portfolios and have been for a long time. They historically move opposite to stocks allowing diversification of portfolios

REITs

REITs

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

Gold

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

Stocks

Stocks

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

Growth Portfolio Update For March 2019

Growth Portfolio Update For March 2019

If anyone has any doubts about how well a carefully constructed portfolio of mixed assets can work, this should help to alleviate them. As of the end of March, the Growth Portfolio is up almost…

Growth Portfolio Update for January 2019

Growth Portfolio Update for January 2019

After a lackluster 2018, and a pullback last month, the Growth Portfolio came roaring back in January making gains of over 6% in a month!

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