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Harry Browne Permanent Portfolio Without Cash Tactical Rebalance
Harry Browne Permanent Portfolio Without Cash Tactical Rebalance
live (public) 0.25% January 08
Buy and Hold (Tactical Reblance)
Equity VFINX 33.4%
Gold GLD 33.3%
Treasury VUSTX 33.3%
Simulated from 12/15/1989
See Long Term Harry Browne's Permanent Portfolio Performance
See Original Harry Browne Permanent Portfolio
Holdings (As of 01/08/2025)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 0.16% | 36.49% |
| Gold | GLD (SPDR Gold Shares) | 0.53% | 35.94% |
| Treasury | VUSTX (VANGUARD LONG-TERM TREASURY FUND INVESTOR SHARES) | 0.0% | 27.57% |
* Day change on 01/08/2025.
Previous
Performance (As of 01/08/2025)
Since 12/15/1989
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Harry Browne Permanent Portfolio Without Cash Tactical Rebalance | 0.3% | 16.3% | 3.7% | 7.0% | 7.0% | 7.9% |
| VFINX (Vanguard (S&P 500) Index) | -3.0% | 13.7% | 12.6% | 16.7% | 12.3% | 13.0% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -2.8% | 5.0% | 5.0% | 6.8% | 6.5% | 7.7% |
* 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 12/15/1989 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 0.3 | 16.3 | 3.7 | 7.0 | 7.0 | 7.9 | 7.9 | 8.5 | 8.5 | 8.1 | 14.5 | 14.5 | -17.1 | 7.9 | 21.1 | 21.2 | -2.2 | 13.5 | 7.6 | -3.6 | 13.1 | -1.9 | 8.6 | 14.2 | 17.5 | 11.1 | -3.2 | 16.3 | 13.9 | 9.8 | 8.4 | 19.3 | 2.7 | -1.6 | 1.8 | 3.5 | 14.4 | 13.4 | 6.8 | 23.2 | -2.5 | 13.4 | 2.8 | 14.0 | -1.3 | 0.2 |
| Sharpe Ratio | NA | 0.05 | 1.06 | -0.03 | 0.41 | 0.58 | NA | NA | NA | NA | 0.71 | 0.85 | 1.05 | -1.38 | 0.94 | 1.55 | 3.05 | -0.49 | 2.54 | 0.99 | -0.46 | 2.32 | -0.22 | 1.21 | 1.59 | 1.95 | 0.96 | -0.28 | 1.33 | 0.97 | 1.22 | 1.4 | 2.66 | 0.22 | -0.56 | -0.26 | 0.03 | 1.24 | 1.04 | 0.44 | 3.89 | -0.91 | 1.83 | 0.07 | 1.53 | -0.79 | 0.0 |
| Draw Down(%) | NA | 0.5 | 4.0 | 22.1 | 23.1 | 23.1 | NA | NA | NA | NA | 23.1 | 4.0 | 9.9 | 23.0 | 7.0 | 14.3 | 3.3 | 7.5 | 2.9 | 9.3 | 8.2 | 3.4 | 9.0 | 4.8 | 4.7 | 4.7 | 7.4 | 20.4 | 4.4 | 10.9 | 3.3 | 4.6 | 5.0 | 7.3 | 7.6 | 5.5 | 6.9 | 9.2 | 6.1 | 5.7 | 1.9 | 6.9 | 2.9 | 4.9 | 2.7 | 8.6 | 0.4 |
| Standard Deviation(%) | NA | 5.4 | 9.3 | 11.0 | 11.1 | 9.2 | NA | NA | NA | NA | 8.6 | 9.3 | 9.8 | 13.4 | 8.4 | 13.5 | 6.5 | 7.1 | 5.1 | 7.5 | 7.8 | 5.6 | 8.9 | 7.1 | 8.9 | 8.9 | 11.5 | 14.7 | 10.0 | 10.9 | 6.2 | 5.3 | 7.0 | 7.2 | 7.1 | 8.5 | 10.2 | 8.9 | 9.5 | 7.4 | 5.0 | 6.0 | 6.2 | 5.8 | 6.7 | 8.4 | 5.1 |
| Treynor Ratio | NA | 0.01 | 0.21 | -0.01 | 0.14 | 0.18 | NA | NA | NA | NA | 0.21 | 0.17 | 0.26 | -0.46 | 0.19 | 0.82 | 1.77 | -0.11 | 1.07 | 1.31 | -0.12 | 0.44 | -0.05 | 0.34 | 1.02 | 0.63 | 0.61 | -0.21 | 0.31 | 0.21 | 0.22 | 0.22 | 0.75 | 0.07 | -0.16 | -0.07 | 0.01 | 0.28 | 0.2 | 0.06 | 0.37 | -0.1 | 0.25 | 0.01 | 0.25 | -0.16 | 0.0 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | 0.0 | 0.01 | NA | NA | NA | NA | 0.02 | 0.0 | 0.01 | -0.04 | -0.01 | 0.06 | 0.06 | 0.0 | 0.04 | 0.03 | -0.01 | 0.04 | -0.05 | 0.02 | 0.05 | 0.05 | 0.03 | 0.02 | 0.05 | 0.02 | 0.03 | 0.02 | 0.04 | 0.03 | 0.0 | 0.01 | -0.02 | 0.01 | -0.01 | -0.02 | 0.01 | -0.01 | 0.03 | 0.0 | 0.0 | -0.01 | -0.03 |
| Beta | NA | 0.2 | 0.47 | 0.42 | 0.33 | 0.3 | NA | NA | NA | NA | 0.29 | 0.47 | 0.39 | 0.41 | 0.41 | 0.25 | 0.11 | 0.33 | 0.12 | 0.06 | 0.3 | 0.3 | 0.43 | 0.25 | 0.14 | 0.28 | 0.18 | 0.2 | 0.43 | 0.5 | 0.35 | 0.34 | 0.25 | 0.22 | 0.25 | 0.34 | 0.42 | 0.4 | 0.49 | 0.57 | 0.53 | 0.52 | 0.46 | 0.37 | 0.41 | 0.4 | 0.33 |
| RSquared | NA | 0.27 | 0.4 | 0.44 | 0.41 | 0.34 | NA | NA | NA | NA | 0.38 | 0.41 | 0.27 | 0.54 | 0.42 | 0.42 | 0.05 | 0.62 | 0.03 | 0.01 | 0.36 | 0.36 | 0.29 | 0.2 | 0.13 | 0.31 | 0.18 | 0.3 | 0.48 | 0.21 | 0.33 | 0.5 | 0.36 | 0.62 | 0.57 | 0.77 | 0.54 | 0.81 | 0.88 | 0.84 | 0.69 | 0.74 | 0.41 | 0.39 | 0.77 | 0.59 | 0.73 |
| Sortino Ratio | NA | 0.06 | 1.46 | -0.04 | 0.57 | 0.82 | NA | NA | NA | NA | 1.02 | 1.17 | 1.59 | -1.87 | 1.32 | 2.1 | 4.76 | -0.65 | 4.06 | 1.45 | -0.63 | 3.41 | -0.28 | 1.77 | 2.36 | 2.8 | 1.46 | -0.4 | 1.86 | 1.37 | 1.85 | 2.17 | 5.31 | 0.34 | -0.81 | -0.4 | 0.04 | 1.73 | 1.5 | 0.6 | 6.4 | -1.18 | 2.98 | 0.09 | 2.28 | -1.09 | 0.0 |
| Yield(%) | N/A | N/A | 1.6 | 1.4 | 2.3 | 2.4 | 3.7 | 3.7 | 5.4 | 5.4 | 2.85 | 1.6 | 1.7 | 1.2 | 1.7 | 4.0 | 1.7 | 1.1 | 0.4 | 2.6 | 2.5 | 2.4 | 2.0 | 2.6 | 3.4 | 2.9 | 3.6 | 2.4 | 2.2 | 2.2 | 2.6 | 2.4 | 2.7 | 2.9 | 2.4 | 2.5 | 3.0 | 2.7 | 3.4 | 3.2 | 4.5 | 3.7 | 4.2 | 5.9 | 4.0 | 4.0 | 1.4 |
| Dividend Growth(%) | N/A | N/A | 5.0 | -28.4 | 84.5 | 45.9 | 146.3 | 146.3 | N/A | N/A | N/A | 5.0 | 27.1 | -28.6 | -47.8 | 180.7 | 57.2 | 212.9 | -84.1 | 2.3 | 15.8 | 17.5 | -15.8 | -11.4 | 34.0 | -8.7 | 41.1 | 29.1 | 11.8 | -5.5 | 17.3 | 6.6 | -2.5 | 18.9 | -2.9 | -12.6 | 21.8 | -7.1 | 11.0 | -11.3 | 17.8 | 1.0 | -26.5 | 65.1 | -0.2 | 182.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/1989
Strategies
| Asset Allocation Strategy | Tactical Rebalance for Static Portfolios |
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