VizMetrics Permanent Plus Portfolio
for period ending June 30, 2020
This portfolio recipe is provided by VizMetrics.
s.plus is the Recipe ID for this portfolio recipe. This Recipe ID appears in the scatterplots below and on the Summary Page showing all portfolio recipes. You can invest in this portfolio recipe using the "VizMetrics Permanent Plus Portfolio" Ready-to-Go Folio at
FolioInvesting.com. See
How to Invest (below) for more details on how buy this portfolio recipe.
Use this page to find a high return, lower risk portfolio recipe using the Choose – Invest – Rebalance
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- Choose a portfolio recipe that meets your needs by comparing return, risk, and cost. See How to Choose below.
- Invest in a portfolio recipe by buying the underlying ingredients. See How to Invest below.
- Rebalance your portfolio to keep the mix of ingredients up-to-date. See How to Rebalance below.
Risk vs. return for s.plus: The scatterplots below show the best portfolio recipes as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio recipe. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
For more metrics (
Total Return,
Risk and Volatility,
Correlation) scroll down on this page. The Summary Page compares all portfolio recipes.
Maximum Drawdown vs. Annual Return
●s.plus●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
Description VizMetrics Permanent Plus Portfolio gives investors access to a static portfolio that uses an allocation that is easy to implement with upside potential in a variety of market conditions. This portfolio recipe uses exchange-traded funds and implements a Strategic Asset Allocation approach based on Harry Browne's Permanent Portfolio allocation except with the cash component omitted.
Category Strategic: DIY. This recipe builds a strategic, do-it-yourself portfolio. This recipe uses a fixed, static allocation.
Ingredients used This portfolio recipe invests in three exchange-traded funds (ETFs) which represent three major asset classes: U.S. Large Cap Growth Equity, U.S. Long Term Treasury Bonds, and Gold. The percentage allocation (i.e., weighting) to each of these three ETFs is fixed at one-third (33.33%) each.
Peer Group Strategic: DIY
- Strategic: This is a Strategic (i.e., static, passive) portfolio which means that the ingredients and allocation to each ingredient do not change every month. A portfolio using this recipe can be updated monthly to realign the portfolio with the recipe allocations. .
- DIY: This is a do-it-yourself (DIY) portfolio, which you can buy and update easily at FolioInvesting.com. See How to Invest, below.
You can see how this recipe has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio recipe uses a strategic (also called static, passive, or fixed) allocation for each of the three ETFs in this portfolio recipe. The 3 ETFs each represent a major asset class. The steps to create this portfolio recipe are as follows:
- VizMetrics identifies the four asset classes in Harry Browne's "Permanent Portfolio," which are as follows: Gold, U.S. Long Term Treasury Bonds, U.S. Stocks, and Cash.
- VizMetrics removes Cash from the allocation to allow a higher return while increasing risk.
- VizMetrics chooses an exchange-traded fund (ETF) to represent each of the three remaining asset classes. The ETFs chosen to represent the asset classes are as follows: IWF, TLT, GLD.
- VizMetrics assigns an equal weighting (percent allocation) to each of the three ETFs.
Cost Access to this portfolio recipe is included at no extra charge as part of your VizMetrics Investor subscription. This portfolio is a "ready-to-go" Folio that works with the Folio Unlimited Plan at
FolioInvesting.com. This allows you to purchase and rebalance all the underlying ETFs in one simple transaction. See "How to invest," below.
Recipe ingredients, updated for
Jul 2020
used for upcoming allocation
:GLD=33.33%, IWF=33.33%, TLT=33.34%
Recipe ingredients (for FolioInvesting.com), updated for
Jul 2020
used for upcoming allocation
:GLD,33.33,IWF,33.33,TLT,33.34
Update frequency: This portfolio recipe does not change monthly. However, since some portfolio ingredients increase in value more than others, you can rebalance each month to return the portfolio to its original recipe allocation.
Rebalancing stepsIf you've invested using the "ready-to-go" portfolio recipe at
FolioInvesting.com, you can quickly update your portfolio each month with a few clicks using automated settings. see how to rebalance your portfolio for details.
if you've invested at another brokerage, you need to update this portfolio each month to adhere to this portfolio's recipe. See how
How to rebalance a Ready-to-Go portfolio for period ending June 30, 2020
Downside Deviation vs. Annual Return
●s.plus●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
●s.plus●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
for period ending June 30, 2020
5-year graph ●s.plus●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending June 30, 2020
for period ending June 30, 2020
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.46 | 0.51 | 0.45 | 0.39 | 0.36 | |
| to S&P500 (SPY) | 0.54 | 0.53 | 0.44 | 0.38 | 0.34 | 0.42 |
| to U.S. Bonds (BND) | 0.86 | 0.76 | 0.77 | 0.76 | 0.69 | 0.70 |
| to Commodities (DBC) | 0.03 | 0.14 | 0.12 | 0.10 | 0.24 | 0.37 |
| to Gold (GLD) | 0.90 | 0.75 | 0.77 | 0.79 | 0.83 | 0.80 |
