Permanent Portfolio

Investment Summary
Harry Browne designed the Permanent Portfolio balanced across 4 simple assets aiming at assuring that wealth will survive any market environment.

The Permanent Portfolio consists of equal weight allocations to cash (T-bills), Treasuries, Stocks and Gold to ensure portfolio diversification across four major financial states of the global economy:

Permanent Portfolio is a simple portfolio and experiences heavy losses during market corrections and market crisis.

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Investment Performance
Investment Return (?):8.50%Volatility (?):7.20%Sharpe Ratio:0.45Maximum Drawdown:-12.50%
Investment’s Fundamental Concept:
The Permanent Portfolio consists of equal weight allocations to cash (T-bills), Treasuries, Stocks and Gold to ensure portfolio diversification across four major financial states of the global economy:

Market Environments

Portfolio is consistent across all market environments with low volatility and drawdowns. However, the portfolio has underperformed US stocks and a 60/40 (stocks / bonds) Benchmark Portfolio allocation for some periods.

The Permanent Portfolio Performance is described below:

Permanent Portfolio

Permanent Portfolio Performance

Other Investment Strategy Characteristics:
Investment Type:Buy & HoldInvestment Risk:3/5 AverageBacktest Range:5-10 yearsRebalancing period:Monthly
Investment Strategy Markets:
  • Canadian equities
  • U.S. equities
  • Canadian bonds
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