Growth Assets vs. The Market

Now, what you're looking at here is just the growth portion of the portfolio—the stocks, the gold, the commodities. We're not counting the TIPS or the cash, because those are the sensible part, the part that's there so you don't have to worry. This page is where we check in on Guy Noir's research—he's been investigating which assets play well together, and whether spreading things around actually works better than just buying the S&P 500 like everyone else. So far, the results have been not too bad. When the market took its tumble in April, we didn't tumble quite as far, and we came out ahead for the year. That's the whole idea.