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Harry Browne Permanent Portfolio Plan
Harry Browne Permanent Portfolio Plan Asset Allocation Composite Moderate
Harry Browne Permanent Portfolio Plan Asset Allocation Composite Moderate
live (public) 1.03% February 28
Delayed
Holdings (As of 10/31/2024)
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| Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
|---|---|---|---|---|
| General Bond | VFITX (VANGUARD INTERMEDIATE-TERM TREASURY FUND INVESTOR SHARES) | 0.0% | VFITX (Vanguard Interm-Term Treasury) | 38.87% |
| US Equity | VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | 1.85% | VFINX (Vanguard 500 Index Investor) | 60.98% |
| CASH | CASH (CASH) | 0.0% | CASH | 0.15% |
* Day change on 10/31/2024.
Previous
Beta
Performance (As of 02/28/2025)
Since 12/31/2000
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| Harry Browne Permanent Portfolio Plan Asset Allocation Composite Moderate | 2.4% | 22.3% | 4.3% | 8.2% | 7.4% | 8.3% |
| VFINX (Vanguard (S&P 500) Index) | 0.5% | 14.1% | 15.4% | 16.7% | 12.8% | 13.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | -0.8% | 5.0% | 6.7% | 6.7% | 6.7% | 8.0% |
* YTD: Year to Date
** AR: Annualized Return
** portfolio AR is delayed
| 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(%) | 1.1 | 2.4 | 22.3 | 4.3 | 8.2 | 7.4 | 8.3 | 8.4 | 7.8 | 8.0 | 8.1 | 15.0 | 11.9 | -15.2 | 16.4 | 12.5 | 21.0 | -2.2 | 12.7 | 8.5 | -3.1 | 8.6 | 17.7 | 10.6 | 5.5 | 10.0 | 10.6 | 0.9 | 6.9 | 10.5 | 3.1 | 7.3 | 14.1 | 12.0 | 6.4 |
| Sharpe Ratio | NA | 0.08 | 0.7 | 0.1 | 0.7 | 0.7 | NA | NA | NA | NA | 0.88 | 1.09 | 1.06 | -1.51 | 2.05 | 1.52 | 2.83 | -0.36 | 3.08 | 1.45 | -0.42 | 1.31 | 2.68 | 1.49 | 0.43 | 1.19 | 1.2 | 0.0 | 0.44 | 1.18 | 0.15 | 0.94 | 1.86 | 2.01 | 0.62 |
| Draw Down(%) | NA | 2.6 | 4.5 | 17.4 | 18.9 | 18.9 | NA | NA | NA | NA | 18.9 | 4.5 | 6.0 | 16.2 | 3.1 | 6.8 | 3.0 | 11.4 | 1.5 | 2.8 | 7.0 | 3.7 | 3.9 | 4.8 | 9.1 | 6.7 | 6.1 | 5.0 | 5.1 | 4.4 | 4.3 | 5.2 | 4.6 | 3.0 | 5.4 |
| Standard Deviation(%) | NA | 8.3 | 7.9 | 8.6 | 8.4 | 7.8 | NA | NA | NA | NA | 7.7 | 7.7 | 7.2 | 11.0 | 8.0 | 8.0 | 6.9 | 9.9 | 3.9 | 5.7 | 7.4 | 6.5 | 6.6 | 7.1 | 12.7 | 8.3 | 8.8 | 7.5 | 8.9 | 6.1 | 6.4 | 6.7 | 7.2 | 5.4 | 6.6 |
| Treynor Ratio | NA | 0.01 | 0.09 | 0.02 | 0.25 | 0.19 | NA | NA | NA | NA | 0.34 | 0.14 | 0.15 | -0.48 | 0.28 | 2.73 | 0.36 | -0.06 | 0.21 | 0.34 | -0.1 | 0.15 | 0.3 | 0.19 | 0.1 | 0.39 | 1.62 | 0.01 | 0.07 | 0.12 | 0.02 | 0.11 | 0.79 | -0.98 | -0.59 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | NA | NA | NA | NA | 0.02 | -0.01 | -0.01 | -0.04 | 0.0 | 0.04 | 0.02 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.03 | 0.03 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.03 | 0.03 | 0.01 |
| Beta | NA | 0.62 | 0.6 | 0.41 | 0.23 | 0.29 | NA | NA | NA | NA | 0.2 | 0.6 | 0.5 | 0.34 | 0.58 | 0.04 | 0.54 | 0.58 | 0.58 | 0.24 | 0.32 | 0.57 | 0.59 | 0.55 | 0.54 | 0.25 | 0.06 | -0.05 | 0.55 | 0.6 | 0.6 | 0.59 | 0.17 | -0.11 | -0.07 |
| RSquared | NA | 0.99 | 0.97 | 0.69 | 0.34 | 0.45 | NA | NA | NA | NA | 0.25 | 0.96 | 0.83 | 0.57 | 0.9 | 0.04 | 0.96 | 1.0 | 0.97 | 0.31 | 0.45 | 0.97 | 0.99 | 0.98 | 0.99 | 0.3 | 0.04 | 0.09 | 0.97 | 0.97 | 0.95 | 0.94 | 0.16 | 0.28 | 0.05 |
| Sortino Ratio | NA | 0.11 | 0.96 | 0.14 | 0.97 | 0.96 | NA | NA | NA | NA | 1.24 | 1.53 | 1.56 | -1.9 | 3.01 | 2.14 | 4.23 | -0.46 | 4.86 | 2.1 | -0.57 | 1.85 | 4.01 | 2.32 | 0.59 | 1.69 | 1.83 | -0.01 | 0.6 | 1.77 | 0.21 | 1.34 | 2.81 | 2.9 | 0.88 |
| Yield(%) | N/A | N/A | 2.3 | 2.4 | 2.4 | 2.7 | 4.0 | 4.0 | 5.1 | 5.1 | 3.02 | 2.7 | 3.1 | 1.6 | 1.0 | 1.9 | 2.4 | 1.9 | 1.7 | 2.2 | 2.3 | 1.9 | 1.6 | 2.5 | 3.6 | 2.8 | 5.1 | 4.1 | 3.0 | 2.9 | 2.9 | 2.8 | 4.4 | 6.7 | 5.9 |
| Dividend Growth(%) | N/A | N/A | -12.4 | 82.2 | 47.3 | 53.5 | N/A | N/A | N/A | N/A | N/A | -2.9 | 62.9 | 88.5 | -40.0 | -4.1 | 18.3 | 26.7 | -14.0 | -7.4 | 33.4 | 37.9 | -29.9 | -27.5 | 39.1 | -37.4 | 26.1 | 44.5 | 14.5 | 5.5 | 11.1 | -27.7 | -27.5 | 21.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2000
Portfolio Description
The risk profile of this portfolio is 40%. The total allocation of the fixed income asset should be at least 40%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to Harry Browne Permanent Portfolio Plan
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