No, Porter, That’s Completely Impossible!

How To Take Lindy Investing To The Next Level

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Table of Contents

• How To Take Lindy Investing To The Next Level

• Is the World’s Greatest Investor About To Shock Wa …

• Three Things To Know Before We Go…

Oh, wait until you see this…

Our Annual Conference is fast approaching (less than two weeks away!), and I’ve made an incredible breakthrough in our Lindy strategy research, which I’ll explain below.

If you’ve read my recent essays about The Solution or my Adler mentors, you’ve seen where I’m heading with my presentation at this year’s conference.

We’re trying to build a vastly better way to invest: a way that can deliver ultra-low volatility returns (like bonds) but with better-than-stock-market returns (20%+).

Most people don’t believe consistent, market-beating results are possible without market levels of risk. Even so, there are plenty of real-world proofs of concept, like Bridgewater’s All Weather Fund and my mentor Harry Browne’s Permanent Portfolio Fund (PRPFX).  

These funds all use multiple asset classes (stocks, bonds, precious metals) to balance the volatility of the different investments against each other. The resulting portfolio delivers ultra-low volatility results. The strategy is perfect for people who want equity-like returns, but can’t – usually because of age – tolerate equity-market volatility and risk.

But what about people who are seeking better-than-equity returns…?

Last year at our conference, I unveiled my first-ever Permanent Portfolio. It used multiple uncorrelated asset classes (bonds, gold, Bitcoin) to produce better-than–equity returns (over 20%+ in the last year) with only bond market levels of volatility (about half the volatility of the stock market.)

And this year, I want to improve on these results.

Porter, that’s impossible…