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Portfolio Comparison

Below is a comparison of how a data model of my $ – USD 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.

PLEASE NOTE: THIS IS A SIMULATED DATA MODEL BACKTEST. TO SEE ACTUAL RESULTS, GO TO MY GROWTH PORTFOLIO PAGE BY CLICKING HERE

Portfolio 1 is my current USD  Portfolio Allocation (US Stocks, US Bonds, Gold, US REITs).

Portfolio 2 is the original Harry Browne’s Permanent Portfolio mix ((US Stocks, US Bonds, Gold). 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 US Stocks & US Bonds using ETF’s. 

The S&P ETF is there as a representation of the US Stock Market Baseline.

NOTE: The returns shown in this simulation are INFLATION ADJUSTED meaning they are returns after inflation. The returns shown in my portfolios are BEFORE inflation. 

Portfolio Returns

BALANCES shown are just there to show growth as an example. They are not actual portfolio values.

Click here to see a live, current version of this backtest with my specific ETF’s from 2005.

For a general asset class backtest of these assets (not specific funds or ETF’s, just the asset classes) since 1994 click here.

If you would like to read about backtesting, see my Backtesting page.

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