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Permanent Strategy

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A Motif for All Seasons

In the 1970s, Harry Browne pioneered a strategy known as a “permanent portfolio,” which uses inversely correlated asset classes that, together, can perform across varying market conditions. It features an equal allocation of capital to equities, Treasury bills, gold and long-term bonds -- one for each corresponding economic scenario: growth, recession, inflation and deflation. The permanent portfolio strategy that Browne developed has performed well over the past few economic cycles without overexposure to any given asset class. For example, during the economic expansion from January 2005 to December 2007, this asset allocation returned 40.9% compared to 27.4% for the S&P 500. Later, led by its Treasury bills and gold allocation, it gained 1.5% during the Great Recession of 2008-09, while the S&P 500 lost 21.1%. See more
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Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for just $9.95.
Motif Index 1 YR Return
Permanent Strategy Benchmark
With this Motif, you can buy the following basket of stocks for just $9.95:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
28.3% Gold 5.1%
28.3% iShares Gold Trust ETF IAU 5.1%
25.2% Long-term Bonds 5.2%
24.1% T-bills 0.2%
22.4% Equities 10.7%
6.8% Vanguard Total Stock Market ETF VTI 0.8%
2.9% iShares FTSE/Xinhua China 25 Index Fund FXI 32.7%
2.1% iShares Japan Index Fund EWJ 11.7%
1.4% iShares MSCI Germany Index ETF EWG 9.4%
1.1% iShares France Index Fund EWQ 6.3%
1.0% iShares MSCI Brazil Index ETF EWZ 17.1%
1.0% iShares TR MSCI UTD Kingdom ETF EWU 12.7%
0.9% Market Vectors Russia ETF RSX 7.2%
0.8% iShares MSCI Canada Index ETF EWC 12.7%
0.7% iShares MSCI Italy Index ETF EWI 15.1%
0.7% WisdomTree India Earnings ETF EPI 8.0%
0.6% iShares MSCI Australia Index ETF EWA 12.1%
0.5% iShares MSCI South Korea Index ETF EWY 12.7%
0.5% iShares MSCI Mexico Investable Market Index ETF EWW 8.8%
0.5% iShares Spain Index Fund EWP 16.0%
0.4% iShares MSCI Turkey Investment Market Index ETF TUR 3.5%
0.3% iShares Netherlands Index Fund EWN 3.4%
0.1% iShares MCSI South Africa Index Fund ETF EZA 20.7%

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