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jenksjr
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Born and raised in Arizona. Joined Air Force in the waning days of Vietnam War. Served 8 1/2 years stateside and in Alaska as a Radar and Satellite tracking technician. Afterward, I worked in semi-conductor industry and computer maintenance industry for a short time. Did some commerical Salmon... More
  • International Exposure 0 comments
    Sep 6, 2010 12:46 AM | about stocks: GIM, IXC
    I have developed a new portfolio to get more international exposure. I developed it with the Permanent Portfolio philosophy in mind. It covers all asset classes. Here's the list.

    GIM            15%        International Bonds
    MERKX       29%       International currency
    SWASX      7.5%      Global Real Estate
    IXC             7.5%      Global Energy
    MAPIX         8.0%     Asian Equities
    OAKGX      8.0%      Mostly Euro equities
    TGLDX       25%       Global Gold Miners and bullion

    This portfolio has returned 53% since March '09 (back test)

    This better performance than my domestic Permanent Port. Replication (34%) and also better than PRPFX (30%).

    Check it out. Build your own portfolios and make comments.





    Disclosure: Long on all the above
    Stocks: GIM, IXC
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