Not Investment Advice
The sheet automatically updates with data from outside sources on the internet. There is no guarantee the information is accurate and error free
Max Drawdowns are daily drawdowns. The Permanent Portfolio rebalances monthly.
Calculations are my own. Returns shown do not include trading costs. They do not include any fees. Past performance is not indicative of future performance. Dividends are re-invested. The permanent portfolio comparison is rebalanced monthly.
This page records the current positions of the portfolio at the top of the blog and documents its history. It is a model and not indicative of realized returns in an actual portfolio. It is not investment advice.
Geometric Balancing Historical Positions
It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list.
*All investing strategies come with the risk of loss, including this one. This portfolio may not be appropriate for your investment goals and requirements, and it is not investment advice.