$ – US Dollar Permanent Portfolio

USD Permanent Portfolio Average ReturnUSD Permanent Portfolio Total Value Chart

Below are the results of my personal USD Permanent 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 GBP Permanent Portfolio, the EURO Permanent Portfolio and the 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. 

** Please Note: VTI, TLT & GLD 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. Buying physical gold is always best if you can.

 

 

USD Permanent Portfolio Last 12 Months Return Rate

 

USD Permanent Portfolio Monthly Returns

(Click Image for Interactive Charts)

USD Permanent Portfolio Total Value

 

USD Permanent Portfolio Asset Growth

USD Permanent Portfolio Current 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 Compairson to July 2020 1

Portfolio Compairson to July 2020 2.2

 

 

 

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.

 

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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