It’s a pretty decent end to the year.

Month-on-month, the portfolio managed to increase by $3,000 and the value of the portfolio is right back to where it was in October, at $428,000. 

The 15HWW Permanent Portfolio continues to surprise and in fact, was responsible for most of the gains this month.

This cannot be said for the DWI sub-portfolio, which continues to underperform, continuing the trend in this second half of the year. Hopefully, its return catches up with the others in 2018.

It’s a lean income month so not surprisingly, there are no transactions at all for this month.

Overall Portfolio (Value: $428,000)


1. 15HWW Permanent Portfolio
Berkshire B has been on a tear and is up close to 10% as compared to the previous month. This more than offsets the drop for gold.

One tranche of the SSBs and the FCL bonds gave out coupons, adding …