The GoldBondStocks Position As Of October 9, 2017

GoldBondStocks      
ETF                   %INV        PRICE  AMOUNT
SPY  0.32% 253.95 $210
GLD 49.84% 122.08 $35,704
TLT 49.84% 123.98 $35,704
High $79,676 on 9/27/12   Current $71,638
138.8% Since 11/18/2004    
6.7% Annual Compound %    
8.0 YearToDate%    
GoldBondSPRE (Gold,Bonds,S&P, and Real Estate)    1  
ETF                   %INV        PRICE  AMOUNT
SPY 0.32% 253.95 $210
GLD 24.92% 122.08 $16,389
TLT 49.84% 123.98 $32,779
VNQ  24.92% 83.50 $16,389
High $72,587 on 7/8/16   Current $65,767
119.2% Since 11/18/2004    
6.1% Annual Compound %    
5.6% YearToDate%

Performance since 11/18/04  SPY 113.9% GLD 175.1% TLT 39.4% VNQ 57.2%

All of the above returns do not include per share dividends of $40.07 for SPY, $42.65 for TLT, and $38.40 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Your email address will not be published.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 *