Portfolio Comparison

Portfolio Comparison

 

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

 

 

 

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