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Permanent Strategy


A Motif for All Seasons

In the 1970s, Harry Browne pioneered a strategy known as a “permanent portfolio,” which uses inversely correlated asset classes that, together, can perform across varying market conditions. It features an equal allocation of capital to equities, Treasury bills, gold and long-term bonds -- one for each corresponding economic scenario: growth, recession, inflation and deflation. The permanent portfolio strategy that Browne developed has performed well over the past few economic cycles without overexposure to any given asset class. For example, during the economic expansion from January 2005 to December 2007, this asset allocation returned 40.9% compared to 27.4% for the S&P 500. Later, led by its Treasury bills and gold allocation, it gained 1.5% during the Great Recession of 2008-09, while the S&P 500 lost 21.1%. See More
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Portfolio Index 1 YR Return
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Weight Segment & Stocks Symbol 1 YR Return
27.3% Equities 20.2%
10.8% Vanguard FTSE Developed Markets ETF VEA 18.4%
9.9% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
6.6% 8xxxxxxx 8xxxx 8xxxx 8xxxxx 8xx 8xx 88.8%
24.4% Gold 20.3%
24.4% iShares Gold Trust ETF IAU 20.3%
24.4% T-bills 1.9%
23.9% Long-term Bonds 18.1%
8.2% 8xxxxxxx 8xxxxxxxx 8xxxxxxxx 8xxx 8xx 8xxx 88.8%
8.1% 8xxxxx 8xxxxxx 8xxxxxxx 8xxx 8xxxxxxxx 8 8xx 88.8%
7.6% 8xxxxxx 8xxxxxxx 8xx 8xxx 8xxxxxxx 8xxx 8xx 88.8%
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