$ – US Dollar Growth Portfolio
I have personally 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 a similar or better investment strategy, 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.
** Please Note: VTI & TLT are USA domiciled ETF’s which cannot be purchased by residents of the EU (I purchased them before EU residents were banned from purchasing them). Good replacements which should produce very similar results, but are domiciled in the EU (still USD currency) are iShares Core S&P 500 ETF (USD) or the Vanguard S&P 500 UCITS ETF – VUSA (GBO/EUR) for stocks & iShares USD Treasury Bond 20+yr ETF (USD) for bonds. These are a good replacements you can purchase if you are EU based. The remaining ETF’s & Funds from the portfolio can be purchased by EU residents.
Some versions of Safari Browser have difficulties displaying the Google Charts below for some reason, so if you can’t see them, please try another browser (Chrome & FireFox work well). This is a Safari problem so there is not much I can do about it technically, hopefully Apple with fix it soon.
USD Growth Portfolio Monthly Returns (current monthly quotes updated daily)
(Click Image for Interactive Charts)
Click here to see the logic behind how the Growth Portfolio is constructed.
Portfolio Comparison – Returns
This page is presented for informational purposes only. I am not a Financial Adviser and therefore not qualified to give financial advice. Please do your own research and make your own investment decisions. Read our disclaimer for further information.