General Discussion on the Permanent Portfolio Strategy
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I Shrugged
Executive Member
Posts: 2209 Joined: Tue Dec 18, 2012 6:35 pm
Post
by I Shrugged » Fri Jan 02, 2026 6:22 am
My stock-heavy PP did 21.6%.
Allocation:
Cash 18.4%
LT Bonds 12.1%
Stocks 43.4%
Gold 26.1%
I've mentioned before, I have essentially never rebalanced other than by addition, and not for a long time. I should start buying some LT bonds.
This was the first year in a LONG time that my non-US stock fund outperformed the US market. 32.4% to 17.8%.
Ugly_Bird
Executive Member
Posts: 263 Joined: Sun Mar 08, 2015 8:06 pm
Post
by Ugly_Bird » Sat Jan 03, 2026 9:49 pm
Classic HBPP 4x25
Around 14%
I have rebalanced from gold in fall as it hit 35% band.
Ugly_Bird
Executive Member
Posts: 263 Joined: Sun Mar 08, 2015 8:06 pm
Post
by Ugly_Bird » Tue Jan 06, 2026 5:00 pm
Ugly_Bird wrote: ↑ Sat Jan 03, 2026 9:49 pm
Classic HBPP 4x25
Around 14%
I have rebalanced from gold in fall as it hit 35% band.
I just saw Craig's message and he mentioned that he rebalanced his PP from gold as well.
I'm curious, if anyone else here did the same with their PP or maybe variants?
stpeter
Senior Member
Posts: 105 Joined: Tue Nov 26, 2013 8:26 pm
Post
by stpeter » Tue Jan 06, 2026 6:42 pm
Ugly_Bird wrote: ↑ Tue Jan 06, 2026 5:00 pm
I'm curious, if anyone else here did the same with their PP or maybe variants?
I rebalanced my Golden Butterfly in late September because of the runup in gold.