How a Tangible 60 portfolio fared in the 2008 financial crisis

Tangible 60 — 30% gold · 30% equities · 15% silver · 15% commodities · 10% cash · quarterly rebalance · physical costs on (coins) · window 2007-10-09 to 2013-03-28 · computed 2026-07-06 with the same engine the app runs.

$4,255$10,000$13,7982007-10-092013-03-28

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

Total return (real)+29.5%
Total return (nominal)+43.8%
CAGR (real)+4.8%
Max drawdown (real)−31.9%
Recovery22.0 months
Purchasing-power ratio1.29×
Ulcer index10.9
Worst calendar year2008: −16.3%
Physical costs paid$1,046
Liquidation value$14,113

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 2008 financial crisis would have ended the window worth $12,948 in real, CPI-deflated terms — a real return of +29.5%. Along the way it fell at most 31.9% from its peak (22.0 months), with an ulcer index of 10.9. The same stake in equities alone returned −9.7% real — this allocation beat it by 39.2 percentage points of purchasing power. Physical ownership — dealer spread, storage, insurance — cost $1,046 over the window.

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

Educational estimates — not financial advice