I just read an old Scott Burns Article from March 1988. The topic was Gerry Perrits so called "All Weather Portfolio. At the time it was tested from 1968 to 1988 it had a 11.8% compound rate of return for the 20 years and its worst 12 month return was a loss 0f 1.3% in the 1974 blood bath. Is there any way I can easily test this portfolio through to the present to see how it would hold up? I also would not mind performing a SWR test on it too.
Here is a link to the Scott Burns article:
http://www.dallasnews.com/s/dws/bus/scottburns/columns/archives/1995/880308TU.htm
And here is the portfolio:
# Small Companies-Nicholas II, (15%)
# Large Companies-Vanguard Index Trust, (15%)
# International Stocks-Vanguard World-Int'l, (15%)
# International Bonds-T.Rowe Price Int'l Bond, (10%)
# Govt Bonds-20th Century U.S.Gov't Sec , (20%)
# Gold-Lexington Gold Fund, (10%)
# Money Market Fund Your Choice (15%)
Here is a link to the Scott Burns article:
http://www.dallasnews.com/s/dws/bus/scottburns/columns/archives/1995/880308TU.htm
And here is the portfolio:
# Small Companies-Nicholas II, (15%)
# Large Companies-Vanguard Index Trust, (15%)
# International Stocks-Vanguard World-Int'l, (15%)
# International Bonds-T.Rowe Price Int'l Bond, (10%)
# Govt Bonds-20th Century U.S.Gov't Sec , (20%)
# Gold-Lexington Gold Fund, (10%)
# Money Market Fund Your Choice (15%)