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Charlie Bilello 2 Dec 16
Good read by on the Permanent Portfolio & challenge of sitting through periods of underperformance.
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Charlie Bilello
For those who say this isn't a problem, please note... Assets in the Permanent Portfolio fund were $18 billion in May '12. Today? $3 Billion
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Charlie Bilello 2 Dec 16
Replying to @charliebilello
It may not be reasonable/rational to comp a portfolio of Cash/L-T Bonds/Stocks/Gold to the S&P 500 but investors aren't reasonable/rational.
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Charlie Bilello 2 Dec 16
Replying to @charliebilello
Note the behavior gap in 15-year returns... The end return # matters, but your ability to stick with it through the ups/downs matters more.
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