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The Permanent Portfolio

Yearly Permanent Portfolio Results, 1970 through 2003
|
1970
+ 4.1% |
1980
+ 22.1% |
1990
– 0 .7% |
2000
+ 2.7% |
|
1971
+ 13.4% |
1981
– 6.2% |
1991
+ 11.5% |
2001
– 1.0% |
|
1972
+ 18.7% |
1982
+ 23.3% |
1992
+ 4.0% |
2002
+ 7.2% |
|
1973
+ 10.6% |
1983
+ 4.3% |
1993
+ 12.6% |
2003
+ 11.8% |
|
1974
+ 12.3% |
1984
+ 1.1% |
1994
– 2 .4% |
2004 |
|
1975
+ 3.7% |
1985
+ 20.1% |
1995
+ 16.6% |
2005 |
|
1976
+ 10.1% |
1986
+ 21.7% |
1996
+ 5.2% |
2006 |
|
1977
+ 5.2% |
1987
+ 5.3% |
1997
+ 6.7% |
|
|
1978
+ 15.0% |
1988
+ 3.6% |
1998
+ 7.4% |
|
|
1979
+ 36.7% |
1989
+ 14.8% |
1999
+ 4.7% |
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Comparison among Investments in Recent Years
|
Year |
Portfolio |
Stocks |
Bonds |
Gold |
Cash |
|
2000 |
+ 2.7% |
– 8.7% |
+ 21.2% |
– 6.5% |
+ 6.0% |
|
2001 |
– 1. 0% |
– 11.9% |
+ 1.6% |
+ 1.4% |
+ 5.4% |
|
2002 |
+ 7.2% |
– 21.9% |
+ 17.5% |
+ 23.5% |
+ 1.8% |
|
2003 |
+ 11.8% |
+ 26.5% |
+ 5.5% |
+ 19.2% |
+ 1.4% |
|
2004 |
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2005 |
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2006 |
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Stock results are for an S&P 500 Index mutual fund, and include reinvestment of dividends.
Bond results are for a 30-year T-bond, and include interest received.
Gold results are for American Eagle 1-ounce coins.
Cash results are for Treasury bills, assuming that a 1-year bill was bought
at the start of each year. |