The GoldBondStocks Position As Of August 17, 2017

GoldBondStocks      
ETF                   %INV        PRICE  AMOUNT
SPY  2.28% 243.09 $1,652
GLD 48.86% 122.49 $35,417
TLT  48.86% 126.65 $35,417
High $79,676 on 9/27/12   Current $72,486
141.6% Since 11/18/2004    
6.8% Annual Compound %    
9.2% YearToDate%    
GoldBondSPRE (Gold,Bonds,S&P, and Real Estate)      
ETF                   %INV        PRICE  AMOUNT
SPY  2.28% 243.09 $1,513
GLD 24.43% 122.49 $16,219
TLT  48.86% 126.65 $32,438
VNQ  24.43% 83.03 $16,219
High $72,587 on 7/8/16   Current $66,389
121.3% Since 11/18/2004    
6.3% Annual Compound %    
6.6% YearToDate%

Performance since 11/18/04  SPY 104.7% GLD 176.0% TLT 42.4% VNQ 56.3%

All of the above returns do not include per share dividends of $39.19 for SPY, $42.14 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Your email address will not be published.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 *