One Trade A Year Update Dec 2015

DATE SPX SPY GLD TLT VNQ S&P%Inv GBS GBS% GBSPRE GBSPRE%
11/18/04 1183.55 118.74 44.38 88.97 53.13 0.2502 30000   30000  
12/31/04 1211.92 120.87 43.8 88.55 55.46 0.2295 29935 -0.20% 30380 1.69%
12/30/05 1248.29 124.51 51.58 91.9 58.41 0.2031 32626 8.99% 33114 14.72%
12/29/06 1418.3 141.62 63.21 88.43 77 0.0794 35977 10.27% 39998 27.17%
12/31/07 1468.36 146.21 82.46 93.04 61.46 0.0687 41976 16.67% 43900 22.99%
12/31/08 903.25 90.24 86.52 119.35 36.45 0.4699 47361 12.83% 35707 -20.03%
12/31/09 1115.1 111.44 107.31 89.89 44.74 0.3195 52508 10.87% 44121 -33.38%
12/31/10 1257.64 125.75 138.72 94.12 55.37 0.2183 60732 15.66% 52167 61.85%
12/30/11 1256.57 125.5 151.99 121.25 58 0.2191 69818 14.96% 54248 15.82%
12/31/12 1426.19 142.41 162.02 121.18 65.8 0.1384 71830 2.88% 58968 6.55%
12/31/13 1848.36 184.69 116.12 101.86 64.56 0 62706 -12.70% 61816 18.79%
12/31/14 2058.9 205.54 113.58 125.92 81 0.0168 69426 10.72% 67148 29.43%
12/31/15 2043.94 203.87 101.46 120.58 79.73 0.0452 64327 -7.34% 63918 -6.54%

 

The annual compounded percent returns were 6.9% for GoldBondStocks and 6.9% for GoldBondSPRE.  These returns do not reflect dividends which would add approximately 2% to GoldBondStocks And 3% to GoldBondSPRE.

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