The GoldBondStocks Position As Of July 13, 2017

GoldBondStocks      
ETF                   %INV        PRICE  AMOUNT
SPY  0.26% 244.42 $177
GLD 49.87% 115.82 $34,663
TLT  49.87% 123.18 $34,663
High $79,676 on 9/27/12   Current $69,503
131.7% Since 11/18/2004    
6.6% Annual Compound %    
4.7% YearToDate%    
GoldBondSPRE (Gold,Bonds,S&P, and Real Estate)      
ETF                   %INV        PRICE  AMOUNT
SPY  0.26% 244.42 $164
GLD 24.94% 115.82 $16,059
TLT  49.87% 123.18 $32,118
VNQ  24.93% 82.29 $16,059
High $72,587 on 7/8/16   Current $64,400
114.7% Since 11/18/2004    
6.1% Annual Compound %    
3.4% YearToDate%

Performance since 11/18/04  SPY 105.8% GLD 161.0% TLT 38.5% VNQ 54.9%

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Your email address will not be published.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 *