Harry Browne Permanent Portfolio Core Satellite
0.61%April 26 | MyPlanIQ portfolio symbol P_36777

This portfolio consists of two (sub) portfolios: 50% in Harry Browne's original permanent portfolio as the core holding and 50% in Vanguard ETFs Tactical Allocation Moderate.

The other two investment plans using permanent portfolio concept are:

Historical Return Chart

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From 01/02/2001 to 04/26/2024, the worst annualized return of 3-year rolling returns is 1%.

From 01/02/2001 to 04/26/2024, the worst annualized return of 5-year rolling returns is 3.23%.

From 01/02/2001 to 04/26/2024, the worst annualized return of 10-year rolling returns is 3.94%.