An overview of the annual returns of equities, gold, bonds, cash and the permanent portfolio as well as the annual inflation rate and returns per decade after inflation (Purch. Pow.).
- Returns in Europe starting in 1999 when the Euro was introduced untill 2009:
- Returns in the U.S. after abandoning the gold standard in 1972 until 2009 (per decade) (Credit to Craigr for the original returns, difference here: T-Bills are used for the cash instead of ST Bonds and SP500 Total Returns are used for the stocks instead of the Russel2000):
- Returns in Iceland from 2003 until 2009:
- Returns in U.K. from 1972 until 2008: here
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7 comments:
I remeber seeing the returns for the U.K. also but can't find it anymore. Anyone knows where I could find it?
If have asked Verde from the boglehead forum that posted the original Japan returns for the returns of 2009 but have not heard from him. Anyone knows returns for Japanese PP for 2009 ?
I have been reading the EXTENSIVE Bogleheads PP forum and ran across the U.K. PP results yesterday.
http://www.fool.co.uk/news/investing/investing-strategy/2009/06/29/feeling-cautious-load-up-on-gold.aspx
@Chris
Thanks for the U.K. PP returns! Greatly appreciated!
Your spreadsheet is a bit confusing. Are the respective totals in the purchasing power row before or after the rightmost inflation figure? And is < 100% a reduction in purchasing power or only < 0%?
Any chance on doing the portfolio for Argentina? I think that would be more illustrative of the West's future than Iceland's tiny economy.
Do you have a spreadsheet also that tracks the permanent portfolio on a week-to-week basis or similar instead of only year-end to year-end?
I am trying to replicate the permanent portfolio in Euro (http://bit.ly/cIVkgz) and would love to compare to see, if I make any errors ;-)
@Plurimus
Nice to see you are writing and researching also about Euro PP!
I am sorry, I don't have daily or monthly data. But I can send u my spreadsheet with yearly data. Also from Eurozone going back to 1999.
Please send me email at marcdemesel@gmail.com
What assets do you use to build the euro PP, exactly?
I mean, what does fund or ETF track Markit Iboxx Germany 10+, or similar?
I´ve just found Ishares eb.rexx Gov germany 10.5+, but it charges very high fees at purchase and redemption. I think it´s not good for a PP
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