Optimizer Screen Shot

Here is the screen shot of my optimizer spreadsheet.  Follow the instructions laid out in the PDF file I sent in a comment.

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Curie Portfolio Update: 1 February 2013

Since the last Curie update 32 days ago, I sold all shares of VB in a move to simplify the number of asset classes and to begin to eliminate ETFs that are highly correlated with VTI, the primary holding for U.S. Equities.  I have a Trailing Stop Loss Order (TSLO) in to sell VB, but in this upward moving market, the order has yet to be struck.  Thus far I have not added Precious Metals as an asset class in this portfolio.  The Dashboard, extracted from the TLH Spreadsheet is shown below.

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Return/Risk Optimization of Harry Browne’s “Permanent Portfolio”

The “Permanent Portfolio” developed by Harry Brown leaves quite a bit to be desired when one optimizes for the highest Return/Risk ratio.  The four ETFs selected for stocks, bonds, gold, and cash are VTI, BIV, GTU, and SHY respectively.  There are other choices to represent these asset classes, but these four are the ones I selected for this analysis.

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