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 6.9% per year, underperforming its benchmark by 0.4%

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Permanent Portfolio
60/40 Allocation

Annual Return: 6.9% 60/40 Portfolio: 7.2%
Year To Date: 3.0% 60/40 Portfolio:: 0.9%
Beta: 0.16 Standard Deviation: 13.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
GLD 12/29/2006 135.71%

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