I am amazed by BigFatPurse readers’ interest in Permanent Portfolio. Through emails and speaking engagements, I have received many questions about this portfolio. For everyone’s benefit, I will be building a FAQ on (Singapore) Permanent Portfolio.
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Hi.
I am brazilian investor and lately I have been searching information about investing overseas. This is how I ended up at your website.
I found interesting things about the permanent portfolio, which I never heard before.
I read this article: http://www.bigfatpurse.com/2012/08/how-has-singapore-permanent-portfolio-performed-in-past-9-years/
I’d like to add an opinion about it which I think will help you in a better analysis of the portfolio.
When filling the table, you forgot to consider the rebalancing of the portfolio at the end of every year. I believe it would change the results drastically, since you would change position, like buying stocks at the end of 2008 and selling them at the end of 2009.
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