Wednesday, June 17, 2009 3 comments ++[ CLICK TO COMMENT ]++

permanent-portfolio

This page will list my current holdings and past performance. I usually post a full evaluation at the end of the year.

My goal is to remain transparent and disclose everything except dollar amounts. My portfolio is small and nearly all my money is invested in what you see here (except for some emergency cash.)

(Note: There are some discrepancies relating to currency fluctuations and a small mistake with either the annualized return or the cumulative return (I'll get around to fixing these issues.))


Current Holdings
Last Update: September 27, 2017
[x%] = Percentage of portfolio (not updated regularly)
* = original investment was a mistake (be careful with these)

Core Holdings (long-term investments)
none

Distressed Investments (usually contrarian bets, often on risky firms)
none

Special Situations (risk arbitrage, liquidation)
Liquidation:
Motors Liquidation GUC Trust [1%]
Risk Arbitrage:
Monsanto (MON) [36%]


Legacy Holdings (old; generally mistakes to be sold)
none

Bonds
none

Cash
Cash [64%]








********* Sep 2016: Data below not updated in over 5 years; will get around to it if I start blogging regularly *********


Past Performance
2009 Year-end Evaluation

2008 Year-end Evaluation

2004-2007 Year-end Evaluation






Net Worth



Historical Security Returns
(not updated regularly; updated to end of 2008)











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3 Response to permanent-portfolio

CL
August 19, 2010 at 10:27 PM

Your Porfolio sounds like too emotional and failed to beat average market performance.

Ashish
March 15, 2011 at 12:50 AM

MRH will probably take hit with Japanese disaster. It is your big holding. What are your IV estimate range for MRH?
Do you plan to add more if it gets sufficiently attractive?

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