Permanent Portfolio

The Permanent Portfolio seeks to offer smooth returns over time by investing an equal amount in 4 uncorrelated asset classes (stocks, long-term bonds, short-term bonds and gold).

Since 2006, this portfolio has returned 7.1% per year, outperforming its benchmark by 0.2%

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Permanent Portfolio
60/40 Allocation

Annual Return: 7.1% 60/40 Portfolio: 7.0%
Year To Date: 9.1% 60/40 Portfolio: -0.3%
Beta: 0.16 Standard Deviation: 13.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
TLT 12/29/2006 182.33%

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