How a Tangible 60 portfolio fared in the eurozone debt crisis

Tangible 60: 30% gold · 30% equities · 15% silver · 15% commodities · 10% cash · quarterly rebalance · physical costs on (coins) · window 2011-04-29 to 2012-03-13 · computed 2026-07-13 with the same engine the app runs.

$7,967$10,000$10,0262011-04-292012-03-13

Solid: this portfolio, real (CPI-deflated) value of $10,000. Dashed: the all-equity baseline.

Total return (real)−5.1%
Total return (nominal)−3.1%
CAGR (real)−5.8%
Max drawdown (real)−11.8%
Recoverynot recovered in window
Purchasing-power ratio0.95×
Ulcer index6.0
Worst calendar year
Physical costs paid$485
Liquidation value$9,492

A $10,000 stake in a Tangible 60 portfolio (30% gold · 30% equities · 15% silver · 15% commodities · 10% cash, rebalanced quarterly, physical costs on coins applied) entering the eurozone debt crisis would have ended the window worth $9,490 in real, CPI-deflated terms: a real return of −5.1%. Along the way it fell at most 11.8% from its peak (not recovered in window), with an ulcer index of 6.0. The same stake in equities alone returned +0.3% real. This allocation trailed it by 5.4 percentage points of purchasing power. Physical ownership (dealer spread, storage, insurance) cost $485 over the window.

Open this portfolio in the stress-tester  More scenarios

The link above prefills the allocation. Adjust weights, costs, and windows from there. Sources and formulas: methodology.

Educational estimates, not financial advice