How every portfolio fared in the 1987 crash

A single-day 22% plunge on Black Monday (October 19); the S&P 500 fell ~33% from its August peak and took under two years to fully recover.

Window 1987-08-25 to 1989-07-26 · six allocations · computed 2026-07-19 with the same engine the app runs. Ranked by real return, best first.

60/40 (stocks/cash)−1.0%Permanent-style−7.5%All equities−7.8%20% gold tilt−8.6%40% gold tilt−13.1%Tangible 60−17.9%
Real return over the window. Green preserved purchasing power; red lost it.
#AllocationReal returnMax drawdownPP ratioRecovery
1 60/40 (stocks/cash) (60% equities · 40% cash) −1.0% −20.6% 0.99× not recovered in window Read
2 Permanent-style (25% gold · 25% equities · 25% cash · 25% commodities) −7.5% −9.7% 0.92× not recovered in window Read
3 All equities (100% equities) −7.8% −34.3% 0.92× not recovered in window Read
4 20% gold tilt (60% equities · 20% gold · 20% cash) −8.6% −19.8% 0.91× not recovered in window Read
5 40% gold tilt (40% gold · 40% equities · 20% cash) −13.1% −15.6% 0.87× not recovered in window Read
6 Tangible 60 (30% gold · 30% equities · 15% silver · 15% commodities · 10% cash) −17.9% −18.0% 0.82× not recovered in window Read

Across this window, 60/40 (stocks/cash) preserved the most real value at −1.0%, while Tangible 60 did the worst at −17.9%. The shallowest real drawdown belonged to Permanent-style at −9.7%. Returns are real (CPI-deflated), after quarterly rebalancing and physical coin costs.

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Purchasing-power ratio is real terminal value ÷ real starting value: above 1.00× means the mix ended the window richer in real terms. Sources and definitions: methodology.

Educational estimates, not financial advice