Find A Portfolio/Ticker
Comparison Box
MyPlanIQ
Advanced Investors
Advanced Strategies
Harry Browne Permanent Portfolio Core Satellite
Harry Browne Permanent Portfolio Core Satellite
live (public) 0.80% January 07
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:
Permanent Global Portfolio ETF Plan
See Long Term Harry Browne's Permanent Portfolio Performance
Holdings (As of 01/07/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Core Permanent Portfolio | P_17551 (Harry Browne Permanent Portfolio) | 0.39% | 49.84% |
| Satellite Vanguard ETF TAA | P_15208 (Vanguard ETFs Tactical Asset Allocation Moderate) | 1.20% | 50.16% |
* Day change on 01/07/2025.
Previous
Performance (As of 01/07/2025)
Since 01/02/2001
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Harry Browne Permanent Portfolio Core Satellite | 0.3% | 36.4% | 9.3% | 9.5% | 6.8% | 7.1% |
| VFINX (Vanguard (S&P 500) Index) | 7.4% | 14.8% | 19.6% | 16.6% | 13.6% | 14.9% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 5.5% | 11.0% | 12.0% | 9.0% | 8.5% | 9.6% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 15 Yr | 20 Yr | 20 Yr | Since 01/02/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 0.3 | 36.4 | 9.3 | 9.5 | 6.8 | 7.1 | 7.1 | 7.4 | 7.4 | 7.1 | 33.8 | 10.9 | -14.1 | 11.4 | 11.7 | 12.5 | -3.7 | 11.3 | 6.3 | -4.3 | 6.1 | 3.9 | 9.8 | 7.1 | 12.6 | 0.7 | 1.8 | 14.4 | 12.4 | 9.0 | 8.2 | 15.0 | 1.8 | 0.9 |
| Sharpe Ratio | NA | 0.03 | 1.38 | 0.37 | 0.58 | 0.55 | NA | NA | NA | NA | 0.72 | 1.26 | 0.94 | -1.9 | 1.62 | 1.1 | 2.38 | -0.82 | 2.6 | 1.12 | -0.78 | 1.28 | 0.61 | 2.06 | 0.9 | 1.37 | 0.06 | 0.11 | 1.09 | 1.0 | 1.15 | 1.29 | 2.65 | 0.23 | -0.54 |
| Draw Down(%) | NA | 0.8 | 4.8 | 14.7 | 16.0 | 16.0 | NA | NA | NA | NA | 16.0 | 4.8 | 6.6 | 16.0 | 4.0 | 14.5 | 2.5 | 9.1 | 1.9 | 5.2 | 8.1 | 4.0 | 7.1 | 2.5 | 6.0 | 5.2 | 11.9 | 9.9 | 6.5 | 10.7 | 4.1 | 4.8 | 3.0 | 2.8 | 2.5 |
| Standard Deviation(%) | NA | 9.4 | 21.6 | 14.0 | 12.2 | 9.4 | NA | NA | NA | NA | 8.2 | 21.6 | 7.1 | 8.1 | 7.0 | 10.4 | 4.6 | 6.1 | 4.1 | 5.5 | 5.5 | 4.7 | 6.3 | 4.7 | 7.8 | 9.1 | 11.2 | 8.3 | 10.5 | 9.1 | 5.9 | 5.7 | 5.4 | 3.0 | 2.7 |
| Treynor Ratio | NA | 0.0 | 0.61 | 0.16 | 0.29 | 0.22 | NA | NA | NA | NA | 0.29 | 0.55 | 0.17 | -0.58 | 0.25 | 0.76 | 0.84 | -0.16 | 0.33 | 0.58 | -0.21 | 0.22 | 0.08 | 0.38 | 0.34 | 0.31 | 0.04 | 0.14 | 0.2 | 0.13 | 0.15 | 0.17 | 0.61 | 0.08 | -0.14 |
| Alpha | NA | 0.0 | 0.07 | 0.02 | 0.02 | 0.01 | NA | NA | NA | NA | 0.02 | 0.07 | 0.0 | -0.04 | 0.0 | 0.03 | 0.03 | -0.01 | 0.02 | 0.02 | -0.02 | 0.01 | -0.03 | 0.02 | 0.03 | 0.03 | -0.01 | 0.02 | 0.04 | 0.01 | 0.02 | 0.01 | 0.03 | 0.01 | 0.0 |
| Beta | NA | 0.53 | 0.49 | 0.33 | 0.25 | 0.24 | NA | NA | NA | NA | 0.21 | 0.49 | 0.38 | 0.27 | 0.45 | 0.15 | 0.13 | 0.31 | 0.32 | 0.1 | 0.21 | 0.28 | 0.45 | 0.26 | 0.21 | 0.4 | 0.14 | 0.06 | 0.58 | 0.69 | 0.44 | 0.42 | 0.24 | 0.08 | 0.1 |
| RSquared | NA | 0.84 | 0.07 | 0.15 | 0.16 | 0.18 | NA | NA | NA | NA | 0.22 | 0.07 | 0.51 | 0.63 | 0.7 | 0.25 | 0.13 | 0.74 | 0.27 | 0.06 | 0.35 | 0.45 | 0.64 | 0.48 | 0.37 | 0.63 | 0.12 | 0.1 | 0.78 | 0.58 | 0.59 | 0.68 | 0.56 | 0.51 | 0.64 |
| Sortino Ratio | NA | 0.03 | 4.97 | 0.89 | 1.14 | 1.02 | NA | NA | NA | NA | 1.16 | 4.51 | 1.37 | -2.37 | 2.33 | 1.45 | 3.51 | -1.05 | 4.11 | 1.56 | -1.03 | 1.76 | 0.82 | 3.18 | 1.3 | 1.96 | 0.08 | 0.17 | 1.51 | 1.44 | 1.7 | 1.88 | 4.44 | 0.37 | -0.78 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2001
Strategies
| Rebalancing Strategy | Fixed Time Interval Rebalancing |
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>