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
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Historical Security Returns
(not updated regularly; updated to end of 2008)
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
.png)
Historical Security Returns
(not updated regularly; updated to end of 2008)
Your Porfolio sounds like too emotional and failed to beat average market performance.
ReplyDeleteMRH will probably take hit with Japanese disaster. It is your big holding. What are your IV estimate range for MRH?
ReplyDeleteDo you plan to add more if it gets sufficiently attractive?
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ReplyDeleteGreat Post.
ReplyDeleteEveryone Says I Should Invest In Stocks, but I’m Nervous About the Markets. Should I Be?
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I just came across this site and found this informative blog about stocks. Thanks for sharing.
ReplyDeleteNational Institutional Investors
Financial Services shares Update
Sensex and Nifty