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)











Comments

  1. CLAugust 19, 2010 at 10:27 PM

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

    ReplyDelete
  2. AshishMarch 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?

    ReplyDelete
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    ReplyDelete
  4. Tanvi MahikaFebruary 17, 2020 at 12:43 AM

    Great Post.
    Everyone Says I Should Invest In Stocks, but I’m Nervous About the Markets. Should I Be?

    debt oriented mutual funds
    kotak securitie
    bharat electronics
    l&t infotech company
    adani transmission ltd
    upl
    icici driect
    indiabulls housing

    ReplyDelete
  5. SujithaMarch 25, 2020 at 8:46 AM

    I just came across this site and found this informative blog about stocks. Thanks for sharing.
    National Institutional Investors

    Financial Services shares Update

    Sensex and Nifty

    ReplyDelete

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