$ – US Dollar Growth Portfolio (My Personal Portfolio)

$ – US Dollar Growth Portfolio (My Personal Portfolio)

 

Below are the results of my personal Growth Portfolio of mixed assets in US Dollar currency which is tracked in real time here on my website.

This portfolio was initiated to show the returns, in real time, along with the GB Pound Portfolio and Peer to Peer Lender Portfolio, giving all portfolios similar balances so we can see the actual returns of each on a monthly basis.

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.

USD Growth Portfolio Monthly Returns (click table to enlarge).

Main Growth Portfolio Table Screenshot for August 2019 Peer to Peer Lending Update

 

Growth Portfolio Total Value Chart

 

Individual Asset Value Chart

Current Asset Distribution Chart

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

 

Annual Return Percentage Chart

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.

 

Growth Portfolio Comparison 1

Growth Portfolio Comparison 2

Growth Portfolio Comparison 3

 

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.

 

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

 

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

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

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