How a Tangible 60 portfolio fared in the 2022 inflation and rate shock

Tangible 60: 30% gold · 30% equities · 15% silver · 15% commodities · 10% cash · quarterly rebalance · physical costs on (coins) · window 2022-01-03 to 2024-01-19 · computed 2026-07-13 with the same engine the app runs.

$7,071$10,000$10,0002022-01-032024-01-19

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

Total return (real)−6.5%
Total return (nominal)+2.5%
CAGR (real)−3.3%
Max drawdown (real)−18.1%
Recoverynot recovered in window
Purchasing-power ratio0.93×
Ulcer index9.5
Worst calendar year2022: −4.8%
Physical costs paid$529
Liquidation value$10,051

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 2022 inflation and rate shock would have ended the window worth $9,347 in real, CPI-deflated terms: a real return of −6.5%. Along the way it fell at most 18.1% from its peak (not recovered in window), with an ulcer index of 9.5. The same stake in equities alone returned −7.9% real. This allocation beat it by 1.4 percentage points of purchasing power. Physical ownership (dealer spread, storage, insurance) cost $529 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