Current allocations of the NLX Portfolio :

1 – Permanent Portfolio (ETF Allocation)

Cluster Allocation 2018 2019
STOCK 25% VTI  VTI
BOND 25% TLT  TLT
GOLD 25% GLD  GLD
CASH 25% SHY  SHY

2 – Momentum Portfolio (ETF Allocation)

Cluster Allocation Dec-2018 Jan-2019
EQUITY 25% SPY CASH
REIT 25% REM CASH
CREDIT 25% HYG CASH
STRESS 25% CASH CASH

3 – Alternative Portfolio

Allocation to a short-term contrarian CTA Program (Singularis)

4 – NLX  Portfolio (1+2+3)

NLX Portfolio = 50% PP + 50% MP + 50% AP (Leveraged)

PP : Permanent Portfolio
MP : Momentum Portfolio
AP : Alternative Portfolio

NLX Portfolio Gross Performance Table

Year PP MP AP NLX
YTD -1.49% -5.67% -10.18% -8.41%
Dec 0.26% -3.68% 3.20% -0.11%
Nov 1.04% 1.08% 1.61% 1.87%
Oct -2.08% -2.70% -3.59% -4.19%
Sep -0.64% 0.01% -1.13% -0.88%
Aug  0.71%  1.12% -3.56%  -0.87%
Jul 0.11% 2.26% -2.03% 0.17%
Jun  -0.56% -0.38%  0.25  -0.35% 
May  0.83%  –0.79% -3.41%   -1.69%
Apr  0.59% -0.25%   3.73%  1.45%
Mar  0.40% 0.90% -0.94%  0.18%
Feb -2.30%  -3.20% 2.21%   –1.65%
Jan 1.40% 0.00% -6.48% -2.54%
Year PP MP AP NLX
2017 11.07% 12.27% 16.17% 20.37%
2016 5.70% -3.20% 25.14% 13.82%
2015 -2.92% 0.48% 14.72% 6.12%
2014 9.53% 10.55% 1.69% 11.15%
2013 -2.01% 3.83% 3.60% 2.92%
2012 6.43% 15.24% 14.17% 18.42%
2011 11.49% 2.95% 12.09% 13.77%
2010 14.50% 18.66% 7.53% 21.01%
2009 7.87% 3.03% 10.47% 10.83%
2008 2.13% 3.44% 26.11% 15.61%
2007 13.37% 13.32% 32.62% 30.61%
2006 10.71% 23.34% 13.74% 24.67%
2005 8.55% 15.89% 0.97% 12.91%
2004 4.93% 14.55% 6.32% 13.19%
2003 32.54% 32.61% 11.55% 40.32%
2002 17.69% 25.03% 20.99% 33.44%
2001 4.24% 4.81% 6.81% 8.26%
2000 2.26% 1.45% 18.83% 8.05%
1999 6.54% 8.66% 9.75% 12.81%
1998 6.77% 13.33% 9.22% 15.12%
Year PP MP AP NLX
CAGR 8.19% 11.64% 11.98% 16.46%

NLX Portfolio Equity Curve (log)

NLX.Equity

PAST PERFORMANCE IS ABSOLUTELY NOT A GUARANTEE OF FUTURE RESULTS.