The GoldBondStocks Position As Of February 28, 2018

GoldBondStocks      
ETF                   %INV        PRICE  AMOUNT
SPY  6.14% 271.65 $4,381
GLD 46.93% 125.00 $33,418
TLT  46.93% 118.75 $33,418
846h $79,676 on 9/27/12   Current $71,217
137.4% Since 11/18/2004    
6.4% Annual Compound %    
-2.4% YearToDate%    
GoldBondSPRE (Gold,Bonds,S&P, and Real Estate)    1  
ETF                   %INV        PRICE  AMOUNT
SPY  6.14% 271.65 $3,873
GLD 23.47% 125.00 $14,773
TLT  46.93% 118.75 $29,546
VNQ  23.46% 73.35 $14,773
High $72,587 on 7/8/16   Current $62,965
109.9% Since 11/18/2004    
5.7% Annual Compound %    
-5.6% YearToDate%

Performance since 11/18/04  SPY 128.8% GLD 181.7% TLT 33.5% VNQ 38.1%

All of the above returns do not include per share dividends of $42.65 for SPY, $43.66 for TLT, and $39.66 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Your email address will not be published.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 *