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.
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 …