Permanent Portfolio

Harry Browne's equally-weighted strategy across stocks, bonds, gold, and cash.

CAGR

6.5%

Max Drawdown

-10.1%

Sharpe Ratio

0.82

Inception

2010-01-01

Performance

Asset Allocation

SymbolNameWeight
VTIUS Total Stock Market25%
TLTUS Long-Term Treasury25%
GLDGold25%
SHYUS Short-Term Treasury25%

Strategy Rules

  • •Rebalance annually or when allocation drifts ±5%
  • •Dividends and interest are immediately reinvested
  • •Prioritize tax-advantaged accounts where possible