How Porter’s Permanent Portfolio Is Working Out

Our goal with Porter’s Permanent Portfolio is to improve the portfolio’s average returns without increasing its volatility. We’re trying to create a portfolio that can produce returns in the most efficient way possible, with the least amount of volatility. Here is how it’s going.

How Sweet It Is

The company we’re presenting as a High Conviction investment is one of the world’s most well-known and established brands. It was founded in 1894, and has generated double-digit returns for decades. And because of a recent rise in the price of one of its main ingredients, its share price has come down to a level that makes it an attractive buy.