MyPlanIQ
Major Brokerage Investor
Permanent Portfolio ETF Plan
Investment Options
| Total Available Funds: | 9 |
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| Total Available Funds: | 9 |
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| Total Available Funds: | 9 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.26%
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Model Portfolios 
| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
Click for Portfolio Details or Follow | 4.6% | 13.2% | 7.6% | 9.5% | 5.8% | 6.1% |
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| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | -1.0% | 10.1% | 7.8% | 9.3% | 7.0% | 7.5% |
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| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
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Click for Portfolio Details or Follow | 0.2% | 13.5% | 4.6% | 5.9% | 3.2% | 4.0% |
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| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
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Click for Portfolio Details or Follow | 1.5% | 12.9% | 4.1% | 6.9% | 5.7% | 7.0% |
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* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
| Other Related Portfolios | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
| P Permanent Portfolio ETF Version | 6.5% | 14.4% | 8.5% | 8.6% | 5.6% |
Description
The plan consists of 9 funds. It covers 4 major asset classes and 8 minor asset classes. The major asset classes it covers are Commodity, REITs, US Equity and Fixed Income.
This plan uses ETFs to mimic the Permanent Portfolio mutual fund PRPFX holdings: GLD, SLV, FXF, IGE, IYR, VTI, LQD, SHY, IEF. See a lazy portfolio Permanent Portfolio ETF Version for static version.
We take PRPFX's allocaiton based on its recent report.
Portfolio Structure
Gold 20% Silver 5%
Swiss Franc Assets 10%
U.S. and Foreign Real Estate and Natural Resource Stocks 15%
Aggressive Growth Stocks 15%
U.S. Treasury Bills, Bonds and Other Dollar Assets 35%
The following is the original Harry Browne's permanent portfolio:
In his Fail-Safe Investing book, Harry Browne proposed this one size fit all portfolio that he called 'permanent portfolio'. His theory has been discussed in numerous articles like this. A mutual fund PRPFX was constucted and named after his theory. The following consists of the portfolio's components.
- 25% in U.S. stocks, to provide a strong return during times of prosperity. For this portion of the portfolio, Browne recommends a basic S&P 500 index fund such as VFINX.
- 25% in long-term U.S. Treasury bonds for deflation protection.
- 25% in cash in order to hedge against periods of “tight money” or recession. In this case, “cash” means a money-market fund.
- 25% in precious metals (gold, specifically) in order to provide protection during periods of inflation. Browne recommends gold bullion coins.
We use VFINX, VUSTX, VFITX, VFISX, CASH and GLD for the above components. Investors can compare the model portfolios in this plan with this Harry Browne Permanent Portfolio.
See Long Term Harry Browne's Permanent Portfolio Performance
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