$ – US Dollar Growth Portfolio

$ – US Dollar Growth Portfolio

Below are the results of my personal Growth Portfolio of mixed assets in US Dollar currency containing US Stocks, Treasury Bonds , REITs & Gold which is tracked in real time here on my website.

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.

Return from 2005Return Last 12 Months

USD Growth Portfolio Monthly Returns (current monthly quotes updated daily)

(Click Image for Interactive Charts)

Growth Portfolio Total Value

Asset Growth

Asset Distribution

YOU CAN SEE THE ACTUAL SPREADSHEET DATA POINTS BY CLICKING HERE

Click here to see the logic behind how the Growth Portfolio is constructed.

Portfolio Comparison – Returns

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. 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.
Disclaimer

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.

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