The GoldBondStocks Position As Of July 3, 2017

GoldBondStocks      
ETF                   %INV        PRICE  AMOUNT
SPY  1.12% 242.21 $774
GLD 49.44% 116.09 $34,575
TLT  Ex Dividend .26 Per Sh Today 49.44% 124.46 $34,575
High $79,676 on 9/27/12   Current $69,924
133.1% Since 11/18/2004    
6.7% Annual Compound %    
5.4% YearToDate%    
GoldBondSPRE (Gold,Bonds,S&P, and Real Estate)      
ETF                   %INV        PRICE  AMOUNT
SPY  1.12% 242.21 $721
GLD 24.72% 116.09 $16,104
TLT Ex Dividend .26 Per Sh Today 49.44% 124.46 $32,208
VNQ  24.72% 84.29 $16,104
High $72,587 on 7/8/16   Current $65,137
117.1% Since 11/18/2004    
6.2% Annual Compound %    
4.6% YearToDate%

Performance since 11/18/04  SPY 104.0%% GLD 161.6% TLT 39.9% VNQ 58.6%

The above returns do not include per share dividends of $39.19 for SPY, $41.87 for TLT, and $37.55 for VNQ since November, 2004.  If dividends were included, the yearly return 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Your email address will not be published.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 *