Permanent Portfolio Strategy Explanation Video
The Permanent Portfolio seeks to offer smooth returns over time by investing an equal amount in 4 uncorrelated asset classes (stocks, long-term bonds, short-term bonds and gold).
Since 2006, this portfolio has returned 7.2% per year, underperforming its benchmark by 1.0%
Year | Portfolio | 60/40 |
2007 | 13.4% | 6.0% |
2008 | 0.5% | -21.0% |
2009 | 7.0% | 17.3% |
2010 | 14.0% | 11.7% |
2011 | 12.8% | 5.0% |
Year | Portfolio | 60/40 |
2012 | 6.4% | 11.0% |
2013 | -4.2% | 17.5% |
2014 | 9.5% | 10.5% |
2015 | -2.4% | 1.1% |
2016 | 6.0% | 8.3% |
Year | Portfolio | 60/40 |
2017 | 10.9% | 14.2% |
2018 | -1.3% | -2.3% |
2019 | 16.7% | 22.0% |
2020 | 17.1% | 14.3% |
2021 YTD | 4.3% | 14.8% |