PP World, Is This The Perfect Passive Portfolio? 😍
Channel: Marc De Mesel
Date: 2018-09-19

*I'm sorry but again sometimes loud distortions so put sound soft when using earplugs.

Summary: A passive portfolio needs to have returns above real inflation (5.8% per year!), in all economic climates (prosperity, recession, inflation, depression), and in a reliable way so that you can take money out every few years, and not sit on major losses sometimes where you have to sit it out for a decade. 

The only portfolio able to do this to my knowledge is this 75% Global Stocks / 25% Physical Gold portfolio. Once you bring in bonds and cash such as the traditional Permanent Portfolio and typical 'Diversified Portfolio' does, you do have less yearly volatility but are unable to beat real inflation. I show here the returns since 1928 up until today. Enjoy :)

Links:


Sheet with returns: https://docs.google.com/spreadsheets/d/e/2PACX-1vSToqZQThdLCOgRJjRNavcg0qLUNqZXt28HDye-g15g6qk4U1kO289PEUClEFgC2d-M-J51wJFqCI9-/pubhtml
Sheet PDF: https://docs.google.com/spreadsheets/d/e/2PACX-1vSToqZQThdLCOgRJjRNavcg0qLUNqZXt28HDye-g15g6qk4U1kO289PEUClEFgC2d-M-J51wJFqCI9-/pub?output=pdf

Previous videos about the sheet: 
-Historical Returns Since 1928 - Stocks, Gold, Inflation & Permanent Portfolio: https://www.youtube.com/watch?v=QbkDEhFzG8o
-Is This The Perfect Passive Portfolio? 😍https://www.youtube.com/watch?v=4I1cTUMtv7s
-Another interesting video: Real Inflation = 5% - Historical Prices Of New Home, New Car, Oil, Bacon, Chocolate, Soup, ... : https://www.youtube.com/watch?v=FIO06yLUiYI&t