How every portfolio fared in the 2022 inflation and rate shock

The fastest hiking cycle in decades hit stocks and bonds together; CPI peaked near 9% before easing.

Window 2022-01-03 to 2024-01-19 · six allocations · computed 2026-07-19 with the same engine the app runs. Ranked by real return, best first.

Permanent-style−4.0%40% gold tilt−4.0%60/40 (stocks/cash)−5.0%20% gold tilt−5.2%Tangible 60−6.5%All equities−7.9%
Real return over the window. Green preserved purchasing power; red lost it.
#AllocationReal returnMax drawdownPP ratioRecovery
1 Permanent-style (25% gold · 25% equities · 25% cash · 25% commodities) −4.0% −12.0% 0.96× not recovered in window Read
2 40% gold tilt (40% gold · 40% equities · 20% cash) −4.0% −18.5% 0.96× not recovered in window Read
3 60/40 (stocks/cash) (60% equities · 40% cash) −5.0% −19.8% 0.95× not recovered in window Read
4 20% gold tilt (60% equities · 20% gold · 20% cash) −5.2% −21.6% 0.95× not recovered in window Read
5 Tangible 60 (30% gold · 30% equities · 15% silver · 15% commodities · 10% cash) −6.5% −18.1% 0.93× not recovered in window Read
6 All equities (100% equities) −7.9% −29.3% 0.92× not recovered in window Read

Across this window, Permanent-style preserved the most real value at −4.0%, while All equities did the worst at −7.9%. The shallowest real drawdown belonged to Permanent-style at −12.0%. 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