Harry Brown Permanent Portfolio
Summary
The Harry Brown Permanent Portfolio is an investment strategy developed by financial writer Harry Browne. The portfolio is designed to be a conservative, long-term investment strategy that aims to provide stable returns with minimal risk. The portfolio consists of four equally weighted asset classes: stocks, long-term government bonds, gold, and cash. This allocation is designed to provide a hedge against inflation, deflation, and economic instability. The strategy aims to perform well in any market environment, making it a popular choice for risk-averse investors.
Asset Allocation
| Asset Class | Symbol | Weight % |
|---|---|---|
| US Total Mkt Equities | VTI | 25.0 |
| Gold | IAU | 25.0 |
| Short-Term US Treasuries | SHY | 25.0 |
| Long-Term US Treasuries | TLT | 25.0 |
Total Return by Period
No Taxes, No Rebalancing., Last Update: Apr 02, 2025
| 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|
| 0.38% | 1.49% | 1.38% | 5.22% | 13.83% | 18.17% | 95.74% | 153.38% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 11.59% | 11.46% | -13.85% | 28.08% | 16.92% | 16.54% | -1.72% | 10.83% | 5.84% | -2.87% |
Total Return Over Time
No Taxes, No Rebalancing.
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