The GoldBondStocks Position As Of February 17, 2015

GoldBondStocks

ETF          %INV          PRICE          AMOUNT

SPY          0.00%         210.11          $        0

GLD        50.00%         116.01          $34,059

TLT         50.00%         126.26          $34,059 

High   $79,676   9/27/12    Current  $69,018   +  130.1%  +  8.1% Compounded Annually Since $30,000 Start On 11/18/2004             YrToDateReturn +     1.4%

GoldBondSPRE (Gold, Bonds, S&P, and Real Estate)

ETF          %INV          PRICE          AMOUNT

SPY           0.00%        210.11         $         0   

GLD        25.00%         116.01          $15,947

TLT         50.00%         126.26          $31,893  

VNQ        25.00%           84.85          $15,947  

High   $67,831   1/28/15  Current    $63,787    +112.6%  +  7.5% Compounded Annually Since $30,000 Start On 11/18/2004            YrToDateReturn  +    2.8%

Performance since 11/18/04– SPY 76.9% GLD 161.4% TLT 41.9% VNQ 59.7%

The above returns do not include per share dividends of $28.24 for SPY, $35.10 for TLT, and $28.79 for VNQ since November, 2004.  If dividends were included, the yearly returns since 2004 would be approximately 2% higher for GoldBondStocks and 3% higher for GoldBondSPRE.

This entry was posted in Position of the day. Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *