The GoldBondStocks Position As Of January 4, 2016

GoldBondStocks          
ETF %INV PRICE AMOUNT    
SPY 6.16% 201.02 $3,997    
GLD 46.92% 102.89 $30,435    
TLT 46.92% 121.45 $30,435    
High $79,676 9/27/12   Current $64,867 116.2% Since 11/18/2004
        7.0% Annual Compound %
        1.0% YearToDate%
GoldBondSPRE (Gold,Bonds,S&P, and Real Estate)          
ETF %INV PRICE AMOUNT    
SPY 6.16% 201.02 $2,741    
GLD 23.46% 102.89 $14,443    
TLT 46.92% 121.45 $28,886    
VNQ 23.46% 78.77 $14,443    
High $67,831 1/28/15   Current $60,513 102.4% Since 11/18/2004
        6.6% Annual Compound %
        .3% YearToDate%

 

Performance since 11/18/04– SPY 71.7% GLD 128.6% TLT 35.5% VNQ 50.1%

The above returns do not include per share dividends of $29.44 for SPY, $37.74 for TLT, and $31.91 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 Uncategorized. Bookmark the permalink.

Leave a Reply

Your email address will not be published.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